Health Coach Intake Form Builder

Scope first. This builds intake paperwork for a coaching practice. It is not a clinical assessment, does not produce medical questionnaires, and explicitly screens for things that need referral to a clinician, dietitian, therapist, or doctor. The informed consent step is mandatory — every form includes language that coaching is not therapy, not medical advice, and not diagnosis. If the coach is also a registered clinical professional, they can add that layer to their own paperwork; the skill won't generate clinical-scope content on the coach's behalf.

Inside scope, the intake runs in three phases — not a single overwhelming form. Phase 1: Pre-qualification is five to seven questions before the prospect even books. Primary goal, what they've tried before, readiness 1-10, anything preventing a start in the next two weeks, how they found you. This phase exists to surface red flags early: "lose 30lbs in 6 weeks" signals unrealistic expectations, an eating disorder history needs scope discussion before any coaching agreement, active medical treatment for a related condition needs medical clearance or collaboration with the provider. Catching these now beats catching them in session four.

Phase 2: Detailed intake runs after booking, before the first session. Five sections: About You (lifestyle, schedule, living situation), Health History (conditions, medications, injuries, allergies, sensitive questions framed carefully — "have you ever had a complicated relationship with food" invites honest disclosure where "do you have an eating disorder" shuts it down), Current Habits (food, sleep, stress, alcohol, caffeine), Goals (including the "why behind the why" — "I want to play with my kids without getting winded" is motivation that sustains effort, "I want to lose weight" is not), and Preferences (communication style, feedback preference, what's worked with past coaches). The skill tailors Section B and C to the niche — nutrition coaches get food relationship history and cooking skill, fitness coaches get training history and equipment access, wellness coaches get a values assessment and energy audit, executive coaches get role and performance metrics.

Phase 3: Agreements runs before session one. Coaching agreement (scope, cancellation, expectations), informed consent explicitly stating coaching is not therapy and not medical advice, confidentiality commitment, photo/measurement consent if applicable, emergency contact, and medical clearance acknowledgement where the niche calls for it. For UK and EU coaches the skill adds GDPR-aware language — health data is special category data, explicit consent is required, the form includes a privacy statement on storage, retention, and the right to deletion. The skill also delivers the welcome email sequence (immediate welcome, pre-session prep 24-48 hours before, post-first-session summary within 24 hours after) and a red-flag guide for the coach — which responses require follow-up, referral, or scope conversation before the engagement starts.