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Free client intake form for personal trainers in San Francisco
A personal trainer in San Francisco, California needs a client intake form that asks the right questions, shows prices in USD, uses +1 phone numbers and fits state privacy laws (no single federal law). CalendarForm gives you that form free for 250 submissions a month, joined to a booking page that shows times in America/Los Angeles (UTC−8, UTC−7 during daylight saving).
Make this form free See a demo booking page
What to put on a client intake form in San Francisco
- Full name
- Goal and timeline
- Injuries, conditions or medication
- Current activity level
- Pre-exercise health check (PAR-Q) answers
- Phone: mobile like +1 (212) 555-0123 or a San Francisco landline like +1 (415) 555-0147
- Date of birth, written MM/DD/YYYY in the US
- Preferred language (English, Spanish and Chinese)
- Consent: "I agree to the personal trainer using these details for my booking, as set out in the privacy notice (the CCPA / CPRA and state privacy laws (no single federal law))"
Show the price as text on the booking page, for example "$40 for a 1-to-1 session, pay by card and Apple Pay". CalendarForm does not take payment itself, so customers pay you the way they already do in the US.
What personal trainers usually let customers book
- Free consultation: a 1-to-1 appointment, 30 min
- PT session: a 1-to-1 appointment, 60 min
- Small group session: a class with a spot limit, 45 min (capacity 4)
For personal trainers in San Francisco, CalendarForm gives a personal trainer a booking link for sessions and consultations, with a PAR-Q style health form on the first booking. You set your hours per weekday and clients only see slots that are really free.
Set hours that leave time to travel between gyms.
Use a small group class to fill quiet hours.
Ask about injuries before the first session.
San Francisco at a glance
| Time zone | America/Los Angeles: UTC−8, UTC−7 during daylight saving |
|---|---|
| Currency | USD ($), written like $40 |
| Phone format | mobile +1 (212) 555-0123; San Francisco landline +1 (415) 555-0147 |
| Date format | MM/DD/YYYY |
| Week | starts Sunday; weekend is Saturday and Sunday |
| How customers pay | card, Apple Pay, Venmo and Zelle |
| Languages to consider | English, Spanish and Chinese |
| Privacy law | the CCPA / CPRA, plus state privacy laws (no single federal law) |
Privacy: what the CCPA / CPRA means for this form
In California, California's privacy law gives customers the right to know and delete what you hold about them, for businesses above its size thresholds.
Nationally, state privacy laws (no single federal law) is there is no one national privacy law; several states, such as California, have their own, so keep the form short and explain why you ask each question.
This client intake form asks about health, which most privacy laws treat as sensitive. Ask only what the session really needs and say why next to the question. Health providers covered by HIPAA have extra rules for patient information; a general booking form is not a HIPAA compliance tool.
CalendarForm keeps each business's answers separate, lets you export them to CSV, and does not use them for anything else. Link your own privacy notice in the form's description.
Booking times in San Francisco
San Francisco changes its clocks for daylight saving, so a Free consultation at 18:00 stays at 18:00 local time all year. CalendarForm skips times that do not exist on the night the clocks go forward.
San Francisco is on a different time zone from New York, so set your business time zone to America/Los_Angeles in CalendarForm settings.
Customers booking from abroad still see the time in America/Los Angeles, with the zone printed next to it, and their confirmation email repeats it.
Set it up in four steps
- Sign up free, pick the closest business type, and rename the starter form to "Client intake form".
- Set the time zone to America/Los_Angeles and add your class timetable.
- Edit the questions above, add the the CCPA / CPRA and state privacy laws (no single federal law) consent line, and attach the form to your booking page.
- Share your link. Each booking sends an email confirmation with a cancel link, and a reminder 24 hours before.
Questions
- Can I use it on my phone?
- Yes. The booking page and the dashboard both work on a phone browser.
- Can clients cancel late?
- They can cancel from the email link. Set your own policy in the service description.
- Is a free client intake form enough for personal trainers in San Francisco?
- For most small personal trainers, yes. You get 250 form submissions and 100 bookings free every month; after that, $5 buys 2,000 more submissions or 500 bookings, and packs never expire. Prices on your page can be in USD.
- Does the form follow state privacy laws (no single federal law)?
- The form collects only the questions you add and shows your consent line. Following state privacy laws (no single federal law) is still your job: ask only what you need, say why, and link your privacy notice.
- Can I write the form in English?
- Yes. Questions, options and the thank-you message are free text, so you can write them in English and Spanish.
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