Browse All Templates
Intake form templates built for wellness coaches—ready to customize and deploy for your practice.
All Templates
Comprehensive Health History
Full medical background, conditions, medications, and family health patterns.
View →Initial Client Intake
Core intake form for new clients—contact info, goals, and preferred communication.
View →Nutrition & Diet Assessment
Eating habits, restrictions, supplements, and relationship with food.
View →Stress & Burnout Screening
Identify stress levels, triggers, and coping mechanisms in new clients.
View →Fitness Readiness Form
Physical activity history, injuries, limitations, and current fitness level.
View →Goal Tracking Check-in
Quick progress check-in for returning clients—milestones, obstacles, next steps.
View →Lifestyle & Sleep Survey
Sleep quality, work-life balance, and daily routine assessment.
View →Mental Wellness Intake
Mental health history, emotional state, and support system evaluation.
View →Habit & Routine Audit
Daily habits, routines, and behavior patterns affecting wellness goals.
View →Posture & Movement Check
Body mechanics, pain points, and mobility assessment for fitness coaches.
View →Hydration & Supplement Log
Track water intake, supplements, vitamins, and daily nutrition targets.
View →Energy & Fatigue Assessment
Energy levels throughout the day, sleep quality, and fatigue patterns.
View →Body Composition Intake
Measurements, weight history, body goals, and baseline metrics.
View →Values & Motivation Survey
What drives your client, long-term aspirations, and personal values alignment.
View →Pain & Discomfort Tracker
Location, severity, triggers, and impact of physical discomfort on daily life.
View →Energy Audit for Athletes
Training load, recovery patterns, and performance metrics for active clients.
View →Holistic Wellness Intake
Full-spectrum assessment covering physical, mental, emotional, and lifestyle factors.
View →Client Progress Review
Quarterly review template—outcomes, adjustments, and forward planning.
View →Stress Management Plan
Trigger identification, coping strategies, and stress reduction goal setting.
View →Weight Management Intake
Weight history, goals, obstacles, and behavioral factors for nutrition coaching.
View →Sleep Quality Assessment
Sleep patterns, environment, habits, and factors affecting rest quality.
View →Digestive Health Survey
Gut health, digestion issues, food sensitivities, and gut-brain connection.
View →Mindset & Belief Audit
Limiting beliefs, self-talk patterns, and mindset blocks affecting client growth.
View →Work-Life Balance Intake
Work hours, personal time, boundaries, and life satisfaction scoring.
View →