The health intake questionnaire (also called an anamnesis) is the starting point of any serious prescription, whether training or nutrition. And yet it’s often the most improvised step: a Google Form, a PDF to print, questions rushed through in the first session.
In Fitney, the intake became a complete flow: you build the questionnaire, the client answers in the app, and the response lands on their profile.
1. Your questionnaire, not a generic form
Every professional asks different things. A personal trainer wants to know about injuries, training history and availability. A nutritionist wants eating routine, intolerances, sleep and digestion.
You build the questionnaire with your own sections and your own questions and save it as a template. You can have several: one for muscle gain, another for weight loss, another for pregnant clients or people in rehab.
2. Default template: set it up once
Mark one of your templates as the default, and it becomes the questionnaire your clients answer — no need to pick one every time.
Have a team or an app under your own brand? The brand owner can set the brand’s default, so the whole team collects the same information. It’s how you make sure a new assessor asks the same questions as your most experienced one.
3. Request the questionnaire — the client answers in the app
When you request the questionnaire, the client gets a notification on their phone and sees a card on the app’s home screen. They answer calmly, at home, instead of in the rush of a first session.
If you request it again (to update their information after a few months, for example), the request is replaced, so the client never ends up with two pending questionnaires.
4. The answer goes to the right place
The response is saved on the client’s profile, labeled with the template used and who requested it. At the next assessment or program review, the information is right there — not lost in a WhatsApp chat.
5. Privacy by default
An intake questionnaire is health data. That’s why:
- only a professional with an active link to the client can request and view it;
- each professional sees what their own team created or requested, not the clinical history the client filled out for another professional.
That protects the client — and it protects you.
How to get started
- Build your template with the questions you already ask today.
- Set it as the default.
- Request the questionnaire from current clients who haven’t answered yet.
- Use the answers to build the workout or diet, then run a fitness assessment to set your baseline.
Conclusion
With the questionnaire you already use, sent through the app and answered on the client’s phone, the intake stops being paperwork and becomes organized data on their profile.
Discover Fitney for personal trainers and for nutritionists, with 14 days free, no credit card.
