Wellness Coaching Forms Checklist

Before the first session

These forms set up the relationship. Send them as soon as a client books, so session one starts with context instead of admin.

• Intake form — contact details, goals, lifestyle snapshot and health notes.
• Client questionnaire — deeper questions on habits, stress, sleep and nutrition.
• Consent form — what coaching is and isn't, confidentiality, and boundaries.

During the program

These are the working documents — the ones clients actually use between sessions.

• Goal-setting worksheet — turns a vague wish into weekly actions.
• Session notes — what was covered, agreed actions, and what to revisit.
• Habit tracker — daily ticks across water, movement, sleep and self-care.
• Progress tracker — simple ratings you can compare month to month.

Wrapping up and following up

The end of a program is where referrals and renewals come from. Don't skip the paperwork here.

• Progress review — results against the goals set in session one.
• Follow-up form — a check-in at 4–6 weeks after the program ends.
• Feedback form — what worked, what didn't, and a testimonial request.

A note on consent and legal forms

Templates are a starting point, not legal advice. Consent and liability requirements differ by location and by the services you offer, so have a qualified professional review anything you ask clients to sign. What good templates do give you is the structure — the right sections, in the right order, with nothing obvious missing.

Get the full set, branded for your practice

Every form on this checklist exists inside Wellness Vault Pro — ready-made, editable, and brandable with your logo and colours. Most members set up their entire paperwork in an afternoon instead of a month of design work.

Common questions

Which form should a new coach create first?

The intake form. It's the first thing every client touches, and it shapes every session that follows. After that: a goal worksheet and a session notes template.

Are generic consent form templates legally sufficient?

Generic templates are a helpful starting point, but they are not legal advice. Consent and liability requirements vary by location and by the services you offer, so have a qualified professional review anything you ask clients to sign.

Can I get all of these forms in one place?

Yes — Wellness Vault Pro includes the full set: intake forms, goal worksheets, session notes, progress trackers, check-in questionnaires and follow-up forms, all customizable with your branding.