Virtual Personal Training Client Onboarding Form

Welcome to Your Virtual Training Journey

Starting your fitness journey with a virtual personal trainer has never been easier. This Virtual Personal Training Client Onboarding Form helps your trainer understand your unique needs, technical setup, available equipment, and scheduling preferences so they can deliver personalized workout programs that fit seamlessly into your lifestyle.

Why Use This Template?

For fitness trainers, health coaches, and wellness professionals offering virtual services, this template streamlines the entire onboarding process. Instead of juggling multiple emails, phone calls, and spreadsheets, you'll gather everything you need in one organized submission—from fitness history and goals to technical requirements and equipment inventory.

The form captures critical information like video platform preferences, internet connectivity, time zone details, and available workout equipment, ensuring you're fully prepared to deliver exceptional virtual training experiences from day one. With conditional logic built in, the form adapts based on client responses, creating a personalized onboarding flow that feels professional and thoughtful.

Perfect for Personal Trainers & Wellness Businesses

Whether you're a solo personal trainer building your online practice, a fitness studio expanding into virtual sessions, or a wellness coaching business serving clients across multiple time zones, this template helps you:

• Reduce back-and-forth communication by collecting all essential client information upfront
• Identify technical barriers early so you can provide setup support before the first session
• Match clients with the right program based on their goals, experience level, and available equipment
• Schedule efficiently with accurate time zone and availability information
• Create personalized training plans using detailed fitness history and health considerations

Automate Your Onboarding with Stepper

Take your virtual training business to the next level by connecting this form to Stepper. When a new client completes onboarding, automatically trigger workflows that send welcome emails, create calendar invites for the first session, add clients to your CRM or project management tool, and even generate personalized workout plans based on their equipment and goals. This means less admin work and more time focusing on what you do best—helping clients achieve their fitness goals.

Built with Paperform's intuitive editor, this template is fully customizable to match your brand and training philosophy. Adjust questions, add your logo and colors, embed it on your website, or share it as a standalone landing page that converts prospects into committed clients.