Frequently Asked Questions

How to customize the template?

Get your clients a head start on personal training with an online intake form. All you need is this fitness consultation form template. Edit it as you need with a drag and drop; no coding required. Make use of any field type—including text boxes, radio boxes, Likert scales—and modify the fonts and colors to your taste. Finally, set up notifications to alert you and your partners by email or SMS.

How to publish the template?

Once you have your fitness consultation form ready, it’s easy to share anywhere online. Add it to your website, for example, by simply copying and pasting the provided embed link. You can have the form display within the page or have it open a lightbox. Alternatively, share the form directly via email or on social media. The form is also compatible with mobile devices thanks to a responsive design that automatically adjusts whenever it encounters a smartphone or tablet display.

How to collect and manage data

Your online fitness consultation form will not only notify you but also organize all submissions in a dedicated database. You can review submissions directly in your 123 Form Builder account or export them as Excel, CSV or PDF. Better yet, integrate with third-party apps such as Dropbox, Evernote, Smartsheet and Salesforce. That way the submission data will always be ready to work for you.

How to optimize processes?

Be better prepared for your clients’ first training with a fitness consultation form they can complete online in advance of their appointment. By doing away with paper forms you’ll have all client information recorded in one place for all personal trainers to review in the future. But why stop there? Try creating an email bulletin of fitness tips for your gym’s current and past clients. Just hook your form up to MailChimp, Constant Contact or any of the other supported email marketing platforms.

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