Comprehensive Client Form

Fully editable with custom branding. Send, print or embed online.

Comprehensive Client Form

Fully editable with custom branding. Send, print or embed online.

Template

/5 - votes
Downloaded times
Use template
Legally vetted
Track opens & views

First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.

Comprehensive Client Form

Fully editable with custom branding. Send, print or embed online.

Comprehensive Client Form

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by 500,000+
business owners

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

A comprehensive client form is an important document that should be tailored to meet the specific needs of your fitness coaching program.

It serves as a central repository for all the important information you need about your clients and can help to ensure that you provide them with the best possible service.

This guide will provide you with an overview of what should be included in your comprehensive client intake form, and how you can use it to best advantage for both you and your clients.

Note: if you need a comprehensive client form to send to clients, try Bonsai. Bonsai's form builder is simple to use and allows you to design professional forms instantly. You'll also get access to all of our other proposal, invoice and contract templates. Try a 14-day free trial today.

What is a Comprehensive Client Form?

A comprehensive client form is a document that fitness coaches use to collect data about their clients. The form helps coaches to quickly assess and understand their clients' goals, medical history, and exercise preferences.

This information is essential for developing a safe and effective workout plan. Additionally, the form can help coaches to identify potential red flags, such as a history of injuries or chronic health conditions.

By taking the time to fill out a comprehensive client form, fitness coaches can ensure that they are providing the best possible care to their clients.

How Can You Tailor Your Client Form?

There are a few key things that you should keep in mind when tailoring your comprehensive client form to meet the needs of your fitness coaching firm.

First, you should make sure that the form is easy to understand and fill out. Second, you should include all of the relevant information that you need to collect from your clients.

Lastly, you should consider using a electronic form that can be easily accessed and updated as needed.

A physical activity readiness questionnaire (PAR-Q FORM) is a great example of an electronic form that can be used to collect data from clients.

What To Include in Comprehensive Client Form

At a minimum, your comprehensive client form should include the following sections:

Basic Information

Basic information generally includes the new client's name, address, and contact information.

This section of the form is important for administrative purposes and can help you to stay in touch with your clients.

The details that you include in this section will vary depending on your personal training business.

Exercise Information

The exercise information section of the form is used to collect data about the client's exercise habits and preferences. This information is important for developing an effective workout plan.

You should include questions about the client's current activity level, exercise goals, and any medical conditions that might impact their ability to exercise.

Additionally, you should ask the client about any injuries or pain that they are currently experiencing.

Lifestyle Information

The lifestyle information section of the form is used to collect data about the client's diet and sleep habits. This information is important for developing a healthy lifestyle plan.

You should include questions about the client's current diet, sleep habits, and any medical conditions that might impact their ability to maintain a healthy lifestyle.

Additionally, you should ask the client about any stressors in their life that might be impacting their health.

You don't want to overwhelm your clients with too many questions, so you can always break this section up into multiple parts.

Medical and Health Information

The medical and health information section of the form is used to collect data about the client's medical history and current health status.

This information is important for developing a safe and effective workout plan. You should include questions about the client's medical conditions, medications, and allergies.

Additionally, you should ask the client about their current blood pressure, heart rate, and weight. Medical clearance from a doctor may also be required before beginning a new exercise program.

Payment Information

The payment information section of the form is used to collect data about the client's payment preferences.

This information is important for administrative purposes and can help you to stay organized.

You should include questions about the client's preferred method of payment, frequency of payments, and any discounts that they are eligible for.

Miscellaneous Information

The miscellaneous information section of the form is used to collect data about anything else that you feel is important to know about the client.

This could include information about the client's work schedule, childcare arrangements, transportation needs, and future goals.

Additionally, this is a great opportunity to collect feedback from the client about their experience with your personal training business. Also, you can add new client agreement, policies, and your company's refund policy.

How to Use Your Comprehensive Client Form Effectively

There are a few key ways that you can use your comprehensive form to best advantage. First, you should use the basic form to collect all of the relevant information that you need to know about your new clients.

This information will be important for developing an effective workout plan and ensuring that your clients are able to meet their goals.

Additionally, you should use the form to collect feedback from your clients about their experience with your personal training business.

This feedback can help you to improve your fitness business and better serve your clients. Finally, you should use the form to keep track of your clients' progress.

This information can be used to measure the success of your business and make necessary changes.

Tips for Creating a Comprehensive Client Form

There are a few things that you should keep in mind when creating your comprehensive forms or general personal trainer forms. First, you should ensure the form is easy to understand and fill out.

You don't want your clients to get frustrated with the process. Additionally, you should make sure that the form is tailored to meet the specific needs of your personal training business.

Finally, you should keep the form organized and easy to access. This will make it easier for you to reference when you need to.

Conclusion

As a service provider, it’s essential to have a comprehensive client form that will allow you to understand your client's needs and wants. This form should be easy to follow and understand, so that you can provide the best possible service to your clients.

There are many benefits to using a comprehensive client intake form, such as being able to collect all of the relevant information in one place. This can save you time and hassle when trying to track down important details later on. In addition, having a standardized form makes it easier to compare different clients and their needs.

By now, you should understand the comprehensive client form and its purpose in the personal training business. You should also have a good idea of what information you need to include on your form. Remember to tailor your form to meet the specific needs of your business and keep it organized and accessible.

This will help you to make the most out of the form and better serve your clients.

Frequently Asked Questions
Questions about this template.