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Intake forms · 6 min read

Client intake form questions by business type

An intake form collects what you need before the first session, so the session itself goes to the work. These question sets are starting points; cut anything you will not use.

Fitness and personal training

  • What are your main goals? (pick several: strength, weight loss, mobility, sport, health)
  • Current activity level (pick one)
  • Any injuries, surgeries or conditions we should know about? (long text)
  • Has a doctor advised against exercise? (yes / no)
  • Emergency contact name and phone

Yoga and pilates

  • Experience (new, some, regular)
  • Injuries or areas to be careful with
  • Are you pregnant? (yes / no / prefer not to say)
  • I accept the class waiver (tick, required)

Massage, spa and physio

  • Reason for the visit
  • Areas to focus on or avoid
  • Medical conditions and current medication
  • Preferred pressure (light, medium, firm)
  • Allergies, for oils or products

Salons and barbers

  • Service history: colour or treatments in the last 6 months
  • Any scalp sensitivity or allergies
  • Photo or description of the look you want (text)

Tutoring and classes

  • Student's level or grade
  • Subjects or topics to focus on
  • Upcoming exam date (date)
  • Parent or guardian contact, if under 18

Coaching, consulting and photography

  • What would make this session a success for you?
  • Background or context we should read first
  • Shoot date, location and number of people (photography)

Make fewer things required

Required questions that do not matter make people abandon the form. Require only what you need to deliver safely or legally; leave the rest optional.

Related

Intake forms →

Collect client intake, health and waiver details online, attached to the booking. 250 form submissions free monthly; intake with a booking counts once.

FAQ

Questions

Should the intake form be part of the booking?

Yes, when every session needs it. In CalendarForm you attach the intake form to a service, so customers answer it while booking and the answers sit on the booking.

Can AI write my intake form?

Yes. In CalendarForm, describe the form in a sentence and AI drafts the questions; you edit them before saving.

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