Health Coach Intake Form

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Health Coach Intake Form

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


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

Health Coach Intake Form

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

Health Coach Intake Form

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

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

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Date: March 8th 2023



Acme LLC.

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.


1.1 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.


- 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.


3.1 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.


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).


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.


6.1 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.


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


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.


9.1 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.



Acme LLC.

Corporation Corp.
Table of contents

Are you using a health coach intake form for your coaching business?

When it comes to client intake, many top health coaches use intake forms to streamline their onboarding process and gain insight into their client's backgrounds before beginning formal coaching sessions.

There are now over 130,000 health coaches working in the US alone, and the industry is worth more than $ 7 billion. If you hope to stand out amongst the crowd, you must pay attention to every detail, and a coaching intake form is certainly one of those.

Using a client intake form allows you to gather important information, from contact and billing details to eating habits and food allergies. A well-informed coach is a good coach, and an intake form is a great start to any coaching relationship.

In this article, we will talk about what a health coaching intake form is, why it's important to your coaching practice and the best way to create your own coaching intake forms.

What is a health coaching intake form?

A health coaching intake form is a document used by health coaching professionals to onboard new clients and gather useful information before beginning coaching sessions.

The coaching intake form will ask questions across several topics including billing and contact information, lifestyle factors, and nutrition and fitness.

Note: Try Bonsai for free today and browse hundreds of customizable templates to build beautiful branded coaching intake forms. Claim your 7-day free trial!

Why use a health coaching intake form?

We have already mentioned how competitive the health coaching industry is. Many people have the expertise to help clients achieve their health goals, but none of that matters if you can't get new clients through the door in the first place.

Clients have certain expectations when hiring a health coach. They want someone who is professional enough to come into their first session pre-armed with the information they need to hit the ground running. It shows that you understand how valuable their time is and that you are serious about the client-coach relationship moving forward.

Let's take a look at the main reasons you should be using a client intake form in your coaching business:

Professionalism and efficiency

The fact is that coaching intake forms are now considered to be an industry standard. In an environment where most of the top health coaches are using them, do you really want to be one who doesn't?

When it comes to efficiency, we have already talked about how gathering information in advance saves time for the client, but how about for you? The intake form should not only aim to gather information about the health and nutrition goals of the client, but also any relevant administrative details including billing and contact information.

Having this information filed away before working with the client saves you a ton of time and the inconvenience of having to chase them for it at a later date.

Identify the client's strengths and weaknesses

No two clients will be the same. A good health coach must take a holistic approach to helping people and be able to identify what they may already be doing right as well as any factors that are holding them back.

For example, a new client may already be engaged in daily physical training, but an excess of stress at work is affecting the quality of their sleep and having a knock-on effect on their diet.

Using a client intake form means you can identify this immediately and tailor your services accordingly.

Goal identification

Often, clients will seek out coaching with a general idea of "getting healthier" without a real understanding of what that might mean.

A well-thought-out form or questionnaire gives them a chance to think about what their goals might be in more specific terms. At the very least it will provide you with an opportunity to create conversation and steer them in the right direction during treatment.

For example, if a client writes that their main goal is to "lose weight", you can help them to create a more specific goal around that such as "lose 5% body fat by the end of the year".

Once you have a specific goal to work towards, you can begin to make progress together by changing habits and lifestyle factors accordingly.

What questions should I include in my coaching intake form?

An effective intake form should cover a variety of topics. Let's take a look at some of the main sections your form should include and the information you should be looking to acquire from each:

What is Your Medical history?

Understanding a client's medical history is crucial to crafting appropriate treatment methods.

Information about any previous injuries, illnesses, surgeries or medications they may currently be taking are all significant factors when deciding how you will help your clients reach their health goals.

What are your reasons for seeking coaching?

People often seek help from a health coach because of a specific incident or series of events.

This could be as simple as perceiving themselves to be overweight in a vacation photo or not being able to fit into a piece of clothing that was once comfortable. Equally, it could be something more serious such as a recent health scare. Understanding the specific reasons your client has sought you out will help create a bespoke coaching strategy.

What are your short and long-term goals?

One of your aims as a health coach is to provide clients with a clear personal vision of where they are now and where they are heading. Having goals to work towards is a great tool for measuring progress.

Short-term, achievable goals are great for kickstarting their lifestyle change and maintaining motivation. Long-term goals make it clear to the client that this is an ongoing process rather than a quick fix.

Nutrition and fitness habits?

Here is your chance to get into detail about your client's current diet and fitness schedule looks like.

You can ask about their previous experience with diet and training, their current eating habits and food preferences and whether they have any food allergies.

From a fitness perspective, try and find out how many hours a week (if any) they are currently dedicating to physical activity, what kind of shape they consider themselves to be in, whether they have any pain or other limitations that are affecting their training etc. These are the questions that can help you shape your offering to the client through a health coaching program template.

What is your lifestyle?

Creating an accurate picture of a client does not stop at diet and exercise. There are many other lifestyle factors that can affect a person's health.

What do they do for a living? Do they consider themselves to be stressed at work or at home? Do they live alone, with their family or in a house share? What kind of sleep quality are they getting? Are they single or in a relationship?

These are all useful when putting together a client profile.

How to create your own intake form

Creating intake forms can be time-consuming, especially as a busy freelancer. Luckily Bonsai has a whole host of customizable templates that will get you up and running in no time.

Using our platform you can create, send and monitor the completion progress of all your client intake forms as well as take care of accounting, tax information and payments all in one place.

Using a client intake form saves you time and helps you build a comprehensive client profile to deliver the best health coaching possible.

Get started today with Bonsai's 7-Day free trial and see how we can help your business grow!

Frequently Asked Questions
Questions about this template.

How do you create an intake form?

Try Bonsai's form builder to build professional-looking documents or intake forms instantly. With Bonsai, creating an intake form is simple. Claim your 14-day free trial today.

What is a coaching intake form?

A health coach intake form is a tool is one that your clients will receive after they have paid for a session but before the session actually takes place. It is to receive information like goals, background, and health info.

How do I create a printable intake in Word?

You can create a printable intake form with Word, but Bonsai is easier to use. It is simple to sign up, free and you'll get access to a form builder that allows you to create professional documents instantly.