About this template
A metabolic assessment form is an essential diagnostic and onboarding tool used by personal trainers, nutritionists, and health coaches to evaluate how a client's body processes energy, handles stress, and manages daily nutrition. By capturing a comprehensive snapshot of a client's health history, lifestyle factors, and specific symptoms—ranging from digestion and sleep quality to energy fluctuations and cravings—practitioners can design targeted, highly effective fitness and nutrition programs.
This structured intake template streamlines the data collection process, replacing messy paper questionnaires or disjointed email threads with a clean, mobile-friendly digital format. Clients can easily detail their daily habits, medical background, and wellness goals from any device before their initial consultation. This allows coaches to review critical information ahead of time and arrive at consultations fully prepared to deliver personalized guidance.
With Doc2Form, you can instantly turn this template into a fully functioning Google Form, making it effortless to organize responses, share data securely with your team, and kickstart your clients' fitness journeys on the right foot.
Key features
- Capture comprehensive health history and lifestyle habits in one organized step.
- Mobile-friendly format allows clients to complete assessments from any smartphone or tablet.
- Streamline initial consultations with pre-analyzed client health data.
- Easily customize questions to match your specific coaching methodology.
- Instantly sync all client submissions directly to your Google Workspace.
Use cases
Initial onboarding for new personal training or nutrition coaching cl…
Initial onboarding for new personal training or nutrition coaching clients.
Comprehensive health evaluations for telehealth wellness practitioners.
Pre-program screening for weight management and fitness bootcamps.
Holistic lifestyle and dietary audits for corporate wellness programs.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we reach you with your assessment results and program recommendations?
- Phone Number (Short answer)Include your area code.
- Birth Date (Date)Enter your date of birth.
- Gender (Multiple choice)Select your gender identity.
- Top 5 Health Concerns (Paragraph)List your primary health or fitness goals and concerns in order of importance.
- Recent Diagnostic Tests (Paragraph)Please paste links to any relevant blood work or lab tests from the past year, or describe your key findings.
- Workouts Per Week (Dropdown)How many structured exercise sessions do you complete in a typical week?
- Caffeinated Drinks Per Day (Short answer)Enter the average number of cups of coffee, tea, or energy drinks you consume daily.
- Alcoholic Drinks Per Week (Short answer)Estimate your total alcoholic beverage consumption per week.
- Meals Eaten Out Per Week (Short answer)Include restaurants, takeout, and fast food.
- Weekly Stress Level (Linear scale)Rate your average daily stress level on a scale from 1 (minimal stress) to 10 (extreme stress).
- Current Medications & Conditions (Paragraph)List any prescription medications, over-the-counter drugs, and diagnosed medical conditions.
- Current Supplements (Paragraph)List any vitamins, minerals, or herbal supplements you take regularly.
- Digestive Symptoms (Checkboxes)Select any common digestive symptoms you experience regularly.
- Energy & Blood Sugar Symptoms (Checkboxes)Select any symptoms you frequently experience related to energy and blood sugar balance.
- Additional Comments (Paragraph)Share anything else you would like your coach or trainer to know about your health history.
FAQ
How do I share this form with my clients?
Once you convert this template using Doc2Form, you can easily share your Google Form via a direct link, email invitation, or by embedding it directly on your coaching website.
Can I add or remove questions from this template?
Yes! Because the form lives directly in your Google Drive, you have full freedom to add, edit, or remove questions to match your specific coaching practice.
What kind of information does this assessment collect?
It gathers essential client details including contact information, daily activity levels, dietary habits, stress indicators, digestive health, sleep patterns, and specific physical symptoms.
Is this form mobile-friendly for my clients?
Absolutely. Google Forms automatically optimizes layout for smartphones, tablets, and desktop computers so your clients can fill it out seamlessly from anywhere.
How do I access the client responses?
All submissions are automatically saved in a linked Google Sheets spreadsheet in your account, making it easy to review, sort, and analyze client data.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.