For health and nutrition coaches
Health coach intake forms that set up a strong first session
A good intake form does two jobs: it tells you what's really going on before you meet, and it shows a new client you run an organised practice. These cover both, and you can send them the day someone books.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time. 60-day money-back guarantee.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time.
Onboarding documents included
- New client intake and health history form
- Lifestyle, nutrition and movement assessment
- Goals, motivation and readiness-to-change questionnaire
- Coaching agreement outlining scope, sessions and cancellations
- Informed consent and communication preferences form
- Pre-session prep sheet so clients arrive ready to talk
Scope-aware language, written for coaches
The wording keeps you inside a coaching scope of practice — it gathers context and goals rather than making diagnostic or treatment claims, and it includes a clear line encouraging clients to keep their medical team informed. Review it with your own insurer or regulator before use, and edit any clause to match your terms.
Send digitally or print for in-person intake
Each form exports as a clean PDF that clients can complete on a device or by hand. Add your business name, logo and contact details once in My Brand and every form you send afterwards is consistent.
Pairs with the rest of your onboarding
Combine the intake set with a welcome email sequence and a first-session worksheet so a new client gets one coherent experience from booking to session one instead of three documents that look like they came from three places.
Explore the rest of the vault
Onboard your next client with a full intake pack
Join and download the whole onboarding set, branded with your practice details.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time.