Free coaching client intake form template
A client intake form template for coaches with five sections: contact details and time zone, goals, niche-specific situation questions (fitness, nutrition, life, career, business), logistics, and a consent block that covers health information. Download it directly, no signup required.
What's in it
A. About you
Contact details, country and time zone so scheduling is right from the first session.
B. Goals
Five questions that surface what the client wants, why now, and how you'll both know it worked.
C. Situation by niche
Ready-made blocks for fitness and nutrition (injuries, diet, sleep) and for life, career and business coaching. Keep yours, delete the rest.
D. Logistics
Availability, package and start date.
E. Consent
Explicit consent for storing health information and a clear note that coaching isn't medical, legal or financial advice.
In CoachevaOS, intake forms are built in: clients fill them in through your portal and answers land on their record.
Built for every kind of 1:1 coaching practice
This client intake form works the same way regardless of your niche — the math is identical whether you run a life coaching practice, a business coaching practice, or a personal training business. Jump to your specific practice type below to see what CoachevaOS pre-loads for it:
Frequently asked questions
Goals and why they matter now, what the client has already tried, how success will be measured, niche-specific context (like injuries for fitness or business stage for business coaching), availability and consent.
In many countries, yes. Under UK and EU GDPR, health information is special category data and most coaches rely on explicit consent, which the template's consent block covers.