Product Updates

Onboarding forms and check-in questionnaires for your clients

Build your own onboarding forms and check-in questionnaires, assign them to clients, and collect structured answers from the member area instead of chasing.

6 July 20264 min readBy The Boost Fitness Team
Onboarding forms and check-in questionnaires for your clients

You know the drill. A new client signs up, and suddenly you're trading a dozen messages just to learn their goals, injuries, and training history. Then every few weeks you do it all again for a check-in. It's scattered, it's easy to lose track of, and it's a rough first impression for someone who just trusted you with their fitness.

Now you can gather all of that in one clean, professional flow. Boost Fitness lets you build your own questionnaires, send them to clients, and collect their answers in one place, so you can spend your time coaching instead of chasing.

Build the forms your coaching actually needs

Every coach works differently, so you're not stuck with someone else's template. You build your own questionnaires from scratch and shape them around the way you run your business.

There are two kinds to work with. Onboarding forms cover everything you need to know when a new client joins: goals, injury history, lifestyle, and what has and hasn't worked for them before. Check-in forms cover the regular questions you ask along the way, like how the week went, energy levels, sleep, and how they're feeling about their programme.

Ask exactly what you need to ask, in your own words, and keep the whole thing on brand for your coaching.

Assign forms and let clients fill them in themselves

Once a form is ready, you assign it to a client and you're done. They complete it in their own time straight from the redesigned member area, the same place they already go for their workouts and progress.

No back-and-forth. No copying answers out of your messages. The information lands with you, organised and ready to use, so onboarding feels smooth and put-together from day one.

Stop chasing details over messages

Trying to piece together a client's history from a stream of chat replies is a recipe for missed details. One important note gets buried, and you only find out weeks later.

Structured forms fix that. Instead of loose messages, you get clear, consistent answers to the exact questions you asked, every time. That means:

  • A complete picture of each client before you write their first programme
  • Consistent check-in data you can actually compare week to week
  • Less admin for you, and a more professional experience for them

It's a simple shift, but it changes how prepared you feel walking into every coaching relationship. It's a natural extension of the client management tools you already rely on to keep everything in one place.

Keep required steps in order

Some questions have to be answered before anything else can happen. You wouldn't want to start programming for a client without knowing their injury history.

That's why you can mark a form as required. When you do, the client completes it before they move on, so nothing important slips through the cracks and your onboarding stays tidy. Everyone starts on the same page, in the same order, every time.

Edit your templates without messing up past clients

Here's a small detail that saves a lot of headaches. When you assign a form, the version you send is captured for that client at that moment.

So if you tweak your onboarding form next month, adding a question or rewording something, the forms already sitting with existing clients stay exactly as they were sent. You're free to keep improving your templates over time, and you never have to worry about accidentally changing a form someone has already started or completed.

Key takeaways

  • Build your own onboarding forms and check-in questionnaires, tailored to how you coach.
  • Assign them to clients, who complete them from their member area, with no back-and-forth required.
  • Mark forms as required so clients finish the important steps before moving on.
  • Get structured, consistent answers instead of digging through messages.
  • Edit templates freely over time without changing forms already sent to clients.

Give your clients a better first impression

Coaching starts before the first workout. When onboarding feels organised and your check-ins are consistent, clients trust that they're in good hands, and you get the clear information you need to do your best work.

Ready to tidy up your onboarding and check-ins for good? Start your free trial and build your first questionnaire today.

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