Pilates Consultation Form Template
Every Pilates teacher knows the moment: a new face arrives for their first session, and the screening happens standing up, in front of the whole class — “any injuries I should know about?” The answers come back as a shrug, a “just my back, nothing serious,” and you spend the next hour modifying on instinct.
This form moves that conversation before the client walks in. They complete it when they book: their movement background, their injuries and conditions, what they want from their practice, and which kind of session they’re actually after. You greet them already knowing what their back has told them — and what their goals are.
What the Studio Learns Before Session One
- The basics — name, contact, and how they found the studio
- Movement background — a multiple choice covering familiarity: complete beginner, mat experience, reformer experience, coming from dance or another practice
- Injuries and conditions — a yes/no gate, with a long text follow-up only for those who need it: backs, necks, joints, hypermobility, pregnancy or postnatal status
- What brought them — posture, core strength, flexibility, rehabilitation, cross-training for another sport, or simply an hour to breathe
- Session preference — a picture choice of your formats: mat class, reformer class, private, duet. Seeing the apparatus helps newcomers choose honestly instead of guessing
- When they can train — the weekly windows that actually work, so the intro session lands in a slot they’ll keep
Branch for Injuries, Not Against Everyone
The reason most studios skip screening is length — nobody wants a twenty-question wall between a beginner and their first class. Conditional logic solves it: clients with no injuries and no conditions skip straight from basics to booking, while anyone who discloses a back issue sees two or three gentle follow-ups (when it started, what aggravates it, has a professional cleared movement). Healthy clients get a two-minute form; the clients who need depth get depth.
Notes That Follow the Client
A client’s second visit shouldn’t start with re-interrogation. With recall information, their earlier answers — the cranky shoulder, the preference for reformer — can greet them inside future forms, from workshop sign-ups to mid-year check-ins.
In a studio with several teachers, the notes matter even more: invite your instructors into the workspace and whoever teaches Thursday’s class can see what Wednesday’s teacher learned. Client records stay browsable and exportable as the studio grows. This template sits in our enrollment collection for studios taking new clients in.
Frequently Asked Questions
Is this suitable for clinical or physio-led Pilates?
Yes — the injury follow-ups capture history and clearance status, and instructors can add clinical questions (surgery dates, referral source) as needed. The form screens; it doesn’t diagnose, so clinical judgment stays where it belongs.
How often should clients re-screen?
A full re-screen annually is a sensible default, plus after any new injury, surgery, or pregnancy. Recall means returning clients confirm what’s changed instead of re-typing what hasn’t.
Can clients book their intro session through the same form?
Yes — a date question at the end captures their preferred start, and you confirm the slot in your reply. It keeps booking and screening in one step instead of two back-and-forth threads.
What happens if a client abandons the form halfway?
With partial submissions, what they entered — including any injury disclosure — is saved, so you can follow up on an incomplete booking instead of losing a new client to a closed tab.