Personal Training Client Questionnaire

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Personal Training Client Questionnaire

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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.

Personal Training Client Questionnaire

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

Personal Training Client Questionnaire

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

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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

Being a good personal trainer means getting to know your clients. This will naturally happen over time assuming your client retention is good, but it always helps to gather information beforehand. Each new client is different and it is extremely important to the success of your personal training business that you take the time to ask a few questions in advance to hit the ground running (no pun intended!).

A personal training client questionnaire form gives you the ability to screen new personal training clients and asses potential injury risks and design a training program that achieves the most positive results.

A healthy client who is consistently achieving their fitness goals will stick with you in the long run and provide invaluable word-of-mouth advertising for your business.

In this article, we will talk about why a training questionnaire is important and how you can go about creating an effective client questionnaire for your business!

Note: If you think a personal training questionnaire could help your business, check out Bonsai and see how easy it is to create! We have contract, proposal and invoice templates for personal trainers. Claim your 14-day free trial today.

Why use a personal training client questionnaire?

There are plenty of subpar personal trainers out there. We have all seen examples in gyms of the disinterested PT checking their phone as their client grinds their way through another set of a generic exercise program.

The idea of personal training is to create a bespoke program for each one of your new clients based on their specific needs and fitness goals. A well thought out personal training questionnaire arms you with a better understanding of your client's needs before you even meet. Let's look at three of the main reasons why a training questionnaire is important to your business:


Personal training is a competitive industry. Potential clients nowadays are better educated than they once were and will have certain expectations of your services. A client questionnaire has become an industry standard and not providing one may reflect poorly on you as a trainer.

The training questionnaire is your first real opportunity to get to know your new client. The fact that you care enough to gather necessary information before your first session shows that you are a professional and value their time. No one wants to spend the first half of a paid personal training session filling out forms!

Assessing risk and ability

Many clients will have pre-existing injuries or conditions that will have an impact on the type, volume or intensity of the training program they undertake. It is essential that you get as much information as possible about their capabilities both for their progress and your liability.

Knowing your client's goals

Having a good understanding of what your clients want to achieve by working with you is crucial to providing them with the best possible service. The reasons people seek out personal trainers can be wide-ranging and it is up to you to tailor your approach to best fit their needs.

Obviously, you would approach program design much differently for a sixty year old who's main goal was weight loss than for a twenty year old athlete looking for an edge in competition.

Over time you will be able to tailor your programs further as you get to know the client, but using a training questionnaire to inform you from the beginning makes it more likely that they will stick around in the first place!

Note: Try Bonsai's full library of templates. We have intake forms for personal trainers, proposal, contract, invoices, and questionnaires. Our pre-made templates can be personalized for your business. Claim your 14-day free trial today.

Guidelines for writing an effective personal training questionnaire

If you want helpful answers you have to ask the right questions. We can go over some specific examples later but first let's go over some general rules to keep in mind when composing your own questionnaire:

Ask specific, relevant questions

A questionnaire is only useful if the client actually fills it out. Whilst it is useful to ask for longer-form answers to some questions, the last thing you want is to make it feel like homework. Some solutions to this could include using drop-down menus with a list of answer selections and tick box options for some sections. This can help to speed up the process and make it easier for the client.

Ask questions about a variety of categories

The purpose of the questionnaire is to gain as much insight into your client as possible. Include questions about their fitness experience, goals, medical history, lifestyle, nutrition and any other relevant topics you can think of to build a complete profile.

Use it as a springboard for further discussion

As you are going through your client's responses be sure to take note of things you feel might need delving into further. You may ask them to elaborate on certain things by discussing them in person. This gives you a chance to expand your knowledge of the client and build a good rapport between the two of you by showing them you care.

What questions should I ask on my personal training questionnaire?

So we've gone over some general rules to keep in mind when writing your own client questionnaire. Now let's look at some examples of specific questions you might want to ask across various relevant categories:

Medical history/PAR q

PAR q is an industry term that stands for "Physical Activity Readiness Questionnaire". It is used to determine whether or not it is safe for a client to undertake a physical training program. Below we have listed all questions generally used in a Par q (shown in italics) and included some others that we feel are relevant:

  1. Has your doctor ever advised you to only engage in physical exercise on a doctor's advice because you have a cardiac condition?
  2. When you engage in physical activity, do you get chest pain?
  3. Have you experienced chest pain in the past month even when you weren't exercising?
  4. Do you ever experience fainting or lose consciousness? Do you often lose your balance?
  5. Do you have a bone or joint condition that could get worse if your physical activity changes?
  6. Does your doctor currently prescribe medication for your blood pressure or heart problem (such as water pills)?
  7. Do you have any other knowledge that might prevent you from exercising?
  8. Are you currently on any medications that may affect your training?
  9. Are you pregnant or have you given birth in the last six months?
  10. Have you suffered any serious injuries in the past? Please list
  11. Have you undergone any surgeries?

Fitness/training related questions:

  • What made you decide to seek out a personal trainer?
  • What are your long and short-term fitness goals?
  • Do you have any prior experience with fitness/sports training?
  • Have you worked with a personal trainer before? If so what did/didn't work for you?
  • How many sessions per week are you able to commit to?
  • What kind of equipment do you have access to?

Lifestyle questions

  • On a scale of 1-10, how would you rate your current fitness level?
  • How many days per week (if any) do you do some form of physical exercise?
  • Do you smoke or drink?
  • On a scale of 1-10, how would you rate the quality of your diet?
  • How many hours of sleep per night do you get on average?
  • What do you do for a living?
  • What is your current living situation (ie. living with partner, living alone, living with housemates)?
  • On a scale of 1-10, how would you rate your general stress level?

Final thoughts

Streamlining your personal training business by using client questionnaires has a whole host of benefits. Not only will it help you to put together all the most important information you need to build effective training programs for your clients, it also helps you keep track of information as your business grows.

With Bonsai you can send out questionnaires, accept payments, keep accounting and tax information safe and manage ongoing projects all in one place. See if we can grow your business by taking advantage of Bonsai's 14 day free trial which gives you access to all the features you need to be the best trainer you can be!

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