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Business Movement Series: Build Your Own Electronic Client Intake Form

PRESENTERS: HOLLY ZIELINSKI & AURORA BELLONE

A trainer's intake forms and 'paperwork' are an ideal opportunity to make a professional and highly organized first impression with clients. Don't blow this chance with generic forms, sloppy photocopies and piles of unorganized paperwork. Let us help you build a complete set of electronic client intake forms, branded with your own logo and filled with insightful questions for getting the most out of your first session with a new client.

In this edition of The Business Movement Series, we are going for a completely D.I.Y. experience by kicking off the hour with a 30 minute lecture and wrapping up with a 30 minute hands-on laboratory where students will build their own, customized intake form, while instructors are on-site to answer questions and offer guidance. After an hour, you will walk away with your own complete electronic client intake form.

What to Bring:

All students should bring with them a complete eletronic list of all questions they would like to include on their intake form. Possible information to Include:

  • Demography data
  • PAR-Q questions
  • Health History
  • Nutrition and lifestyle questions
  • Goal gathering
  • Policies and Information about your practice

Your Main Takeaways:

  • Get recommended questions and subjects necessary to include on your form
  • Create a final intake document

2017 IS THE YEAR TO TAKE YOUR BUSINESS UP A NOTCH.