Client Form Bundle

Create a smooth, professional start to every client relationship with this customisable bundle. It’s designed to help you collect key health, nutrition and lifestyle information in one place, so you can confidently develop personalised care plans.

Suitable for nutritionists, dietitians, health coaches and wellness practitioners who want an efficient onboarding process and well organised client records. Ready to edit and rebrand for you and your business.

You’ll save hours of work, cut down on decision fatigue and have a clear structure for your offers, onboarding, marketing, and client support.

WHAT’S INCLUDED

Client In Take Form

✺ Personal & Contact Information – Essential client details for easy reference and communication.
✺ Medical History – Relevant past and current health information to support safe, informed care.
✺ Supplements & Medications – A clear record of what clients are currently taking.
✺ Dietary Habits & Preferences – Information on eating patterns, food preferences, and restrictions.
✺ Lifestyle Overview – Daily routines including movement, sleep, and stress levels.
✺ Health Goals – Space for clients to outline their priorities and expectations.
✺ 3-Day Food Journal – A simple layout for recording meals and identifying patterns.
✺ Consent & Authorization – Documentation to support ethical and professional practice.
✺ Signature Page – Confirms client agreement and acknowledgment of policies.

Food Diary

Allow clients to record their food for 3 days.

✺ 3-Day Food Journal – A simple format for clients to record meals and patterns so you can analyse their eating habits.

PAR Sheet

A Physical Activity Ratio (PAR) sheet is a nutritional and health resource used to estimate the energy expenditure for a client. It is an essential form for dietitians and nutritionists to calculate Total Daily Energy Expenditure and create tailored, accurate nutrition plans.

✺ PAR – Movement, sleep and daily routines that impact overall wellbeing.

Follow Up Questionnaire

This Follow Up Questionnaire provides a valuable tool to assess your client's progress, identify any challenges they may be facing, and provide ongoing support.

✺ Questionnaire – Includes...has your client maintained the changes discussed? Any challenges? anything you would like to change?

HOW IT WORKS...

Here’s what’s inside:

• Everything is fully done-for-you and ready to rebrand for your business

• Editable Canva template so you can rebrand it in minutes

How It Works:

• Step 1: Get access to the " Client Form Bundle"

• Step 2: Rebrand and edit...make it your own.

• Step 3: Download your rebranded digital product as a PDF.

• Step 4: Use your product to help run your business successfully.

FAQs

Q: Do you offer refunds?

No refunds due to the digital nature of this product. Please make sure you’re ready before you purchase.

Q: Do I keep 100% of the money?

Yes. You own the product.

Q: What can I use this for?

• Add this to your business program or self led courses, all available from the Wellness Collection Co.

• Share them with 1:1 clients.

• Include in any group membership or setting.

• Use as a sales magnet.

• Rebrand and resell.

MASTER RESELL RIGHTS

Please read the following terms and conditions carefully before accessing or using the Master Resell Rights digital product. By accessing or using the product, you agree to be bound by these terms and conditions. If you do not agree with any part of these terms and conditions, you may not access or use the product.

All rights are reserved. You are granted a non-exclusive license to use and resell the product as specified in these terms and conditions.

Reselling

You must delete and change the original cover page to reflect your brand. You may use our product for personal or commercial purposes. You may also sell the product to others as a standalone product or as part of a bundle or package. You cannot resell the original product purchased from The Wellness Collection Co.

The sale of the digital product is for personal and commercial purposes only. You may not distribute or resell the product for free or as part of a membership or subscription service. You may not resell or distribute our product in any form that competes with our business.

Distribution and Delivery

You may distribute the digital product through various channels, including but not limited to websites, online marketplaces, or email.

You are responsible for the delivery and technical support of the digital product to your customers. We are not responsible for providing support to end-users or customers.

Limitation of Liability

Our product is provided “as is” without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. We will not be liable for any damages arising out of the use or inability to use our product, including but not limited to direct, indirect, incidental, special, or consequential damages.

Termination

We reserve the right to terminate your license or suspend your license to use our product at any time if you violate any of these terms and conditions.

Upon termination, you must cease all distribution and reselling activities related to the digital product and remove all instances of the product from your platforms and channels.

Governing Law

These terms and conditions shall be governed by and construed in accordance with the law.

Any disputes arising from the use of the digital product shall be subject to the exclusive jurisdiction of the courts.

By accessing or using the Master Resell Rights digital product, you acknowledge that you have read, understood, and agreed to these terms and conditions.