Wellness · free template

Pilates Intake Form

Understand Pilates experience, apparatus familiarity, movement considerations and session goals before placing a new client in an appropriate studio class.

A ready-to-use fitness, wellness & coaching form for clinics, coaches and therapists: 21 questions, 2 pages, 3 conditional rules.

Questions
21
Pages
2
Layouts
classic · card
Time to complete
≈ 7 min
Conditional rules
3
Preview it in the gallery

Searches this template answers

Also filed under

Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Page 1 of 2 — Studio introduction

New Pilates client intake

Include your country code.

Include your country code.

Have you attended Pilates sessions before?
Preferred Pilates format

This template runs as a straight sequence — no branching rules.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Medical disclaimer present — passingThis form does not provide medical advice, diagnosis or treatment. Information you share here is not a substitute for care from a qualified clinician. In an emergency, contact your local emergency service immediately.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Pilates Intake Form is built for clinics, coaches and therapists who need to collect intake detail and consent before the first session.

  • Clinics, coaches and therapists working in fitness, wellness & coaching.
  • Teams who need to collect intake detail and consent before the first session without writing code or paying for a custom build.
  • Anyone replacing paperwork eating the start of every appointment with one structured record per enquiry.
  • Respondents are clients and patients — the form asks them 21 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of paperwork eating the start of every appointment and turns each submission into a record your team can act on immediately.

  • 11 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It captures a phone number for urgent follow-up.
  • It records a signature you can keep as proof of agreement.
  • It pins the request to a specific date.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Pilates Intake Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features conditional validation: if “Preferred Pilates format” is Apparatus-based, “Apparatus experience and orientation needs” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Any movement restrictions or discomfort to discuss?” is Yes, “Movement considerations for the instructor” becomes mandatory before the form can be sent.
  • Features conditional validation: if “Have you attended Pilates sessions before?” is Yes, “Previous Pilates practice” becomes mandatory before the form can be sent.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

Knowing that someone has tried Pilates tells an instructor very little about their familiarity with a reformer, a mat class or the pace of a new studio. This intake separates general experience from apparatus exposure so the introductory conversation starts at the right level. Clients describe their goals and current movement routine before choosing a preferred session type. A dedicated section asks about restrictions, discomfort and relevant guidance already received from a healthcare professional, leaving room for a private discussion rather than demanding a diagnosis. Apparatus experience becomes a useful follow-up when equipment-based sessions are requested, not a gatekeeping score that automatically assigns a level. Scheduling and accessibility questions help the studio decide whether an introductory private appointment or a group orientation needs discussion. The acknowledgment explains that movement can be modified or stopped and that an intake does not guarantee class placement. It is written for Pilates instructors and studio coordinators onboarding new clients, not for clinical rehabilitation, medical clearance or replacing an equipment orientation. Staff should review the answers before recommending a class and explain applicable fees and participation terms independently of this initial request.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Studio introduction

  • Full namerequired
  • Email addressrequired
  • Phone number
  • Emergency contact name
  • Emergency contact phone
  • What brings you to Pilates?required
  • Have you attended Pilates sessions before?required
  • Previous Pilates practice
  • Preferred Pilates formatrequired
  • Apparatus experience and orientation needs
  • Current exercise and movement routine

Page 2 — Movement and session planning

  • Any movement restrictions or discomfort to discuss?required
  • Movement considerations for the instructor
  • Relevant professional guidance already received
  • Access needs or preferred modifications
  • Preferred session settingrequired
  • Preferred days and times
  • Would you like introductory pricing details?required
  • Movement participation acknowledgmentrequired
  • Client signaturerequired
  • Date completedrequired

21 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Preferred Pilates format”

  • Makes answers required

    If “Preferred Pilates format” is Apparatus-based, “Apparatus experience and orientation needs” becomes required before the form can be submitted.

Driven by “Any movement restrictions or discomfort to discuss?”

  • Makes answers required

    If “Any movement restrictions or discomfort to discuss?” is Yes, “Movement considerations for the instructor” becomes required before the form can be submitted.

Driven by “Have you attended Pilates sessions before?”

  • Makes answers required

    If “Have you attended Pilates sessions before?” is Yes, “Previous Pilates practice” becomes required before the form can be submitted.

Set it up step by step

  1. 1

    Match choices to studio equipment

    Describe only the apparatus and session formats your instructors actually offer.

  2. 2

    Review experience rather than labels

    Ask what the client has practiced instead of assuming that an intermediate label transfers between studios.

  3. 3

    Resolve modification questions

    Discuss limitations with the instructor and seek suitable professional input when the issue falls outside teaching scope.

  4. 4

    Confirm orientation and placement

    Arrange any introductory session before sending the client a group booking link.

Mistakes to avoid

  • Placing clients into apparatus classes from a self-selected level alone.
  • Using the signature in place of an equipment orientation.
  • Advertising intake responses as evidence of medical clearance.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Have an instructor recommend an introduction or class after review, explain the fee and orientation arrangements, and send a confirmed booking only when placement is agreed.

Works in both layouts

These pages cover the same subject ground as the pilates intake form, matched on the words people actually search for.

Privacy & compliance

This form collects health information. Keep access limited to the people who need it, turn on encrypted answers for the clinical questions, and set a retention window so records don't sit in the dashboard forever.

Frequently asked questions

Can beginners use this form?

Yes. The no-experience option and format discussion give beginners a way to ask for guidance without choosing a level.

Does it reserve a reformer?

No. Use Fitness Class Booking Form after the studio has confirmed the appropriate class and availability.

Is the acknowledgment a full liability release?

No. General Liability Waiver Form is a separate starting point for reviewed participation terms tailored to your activities.

Can it support private instruction?

Yes. The session-setting choice includes a private introduction and leaves room to discuss modifications before booking.

Is the Pilates Intake Form template free to use?

Yes. You can preview and test Pilates Intake Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Pilates Intake Form template ask for?

It asks 21 questions across 2 pages, 11 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Pilates Intake Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this fitness, wellness & coaching form work?

3 conditional rules ship with the template: Features conditional validation: if “Preferred Pilates format” is Apparatus-based, “Apparatus experience and orientation needs” becomes mandatory before the form can be sent. Features conditional validation: if “Any movement restrictions or discomfort to discuss?” is Yes, “Movement considerations for the instructor” becomes mandatory before the form can be sent. Features conditional validation: if “Have you attended Pilates sessions before?” is Yes, “Previous Pilates practice” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Pilates Intake Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Pilates Intake Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Is the signature on this form legally usable?

The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.

More forms teams pair with the pilates intake form.

Related categories