Private yoga intake that captures goals and limitations up front
Every private yoga enquiry captures the client's goal, experience level, and any physical limitations before you commit to a session, along with a photo of their practice space when sessions happen at home or outdoors.
The exact intake your private yoga leads complete
This is the real 7-question guided intake for Private Yoga — the same flow your customers finish before you ever pick up the phone.
What a qualified private yoga lead should tell you
One-on-one yoga sessions built around a specific client's goals, experience level, and any physical limitations, held at whatever location the client and instructor agree on.
- This Private Yoga Instruction
- Current Experience Level With
- Main Goal Private Yoga
- Have Any Physical Limitations
- Would Like Sessions Take
- Soon Would Like Start
- Often Would Like Schedule
The questions your team needs answered
Every private yoga intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is this private yoga instruction for? | Whether the session is for the client, their child, another adult, or a group changes what the instructor needs to confirm before booking. |
| What is your current experience level with yoga? | Experience level tells the instructor whether to plan a beginner-friendly session or something more advanced ahead of time. |
| What is your main goal for private yoga sessions? | Goal carries the highest weights in the catalog, with athletic performance scoring above general fitness or an undecided answer. |
| Do you have any physical limitations the instructor should know about in advance? | A yes on physical limitations flags the lead for a closer look before the instructor commits a session slot. |
| Where would you like the sessions to take place? | Session location determines whether a space photo is needed and what equipment the instructor should bring or expect. |
| How soon would you like to start private sessions? | Immediate-start answers carry the highest timeline weight, pushing those leads above someone who is just exploring options. |
| How often would you like to schedule sessions? | Segments the lead so you can route, price, and prioritize it correctly. |
How Cliont scores private yoga leads
Every answer is weighted automatically — no manual review required.
Value signals
- General fitness and flexibility
- Stress relief and relaxation
- Support alongside injury recovery
- Athletic performance and cross-training
- Prenatal or postnatal wellness
- Within two weeks
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Private Yoga Lead - Athletic Cross-Training
From first click to qualified lead
Follow clients and members through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the appointment
Smart questions adapt to their appointment and capture the full scope.
They add reference photos
Inspiration and reference photos come attached, so you prep the right look.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for private yoga workflows
| Cliont capability | Private Yoga application |
|---|---|
| Conditional follow-up prompts | A yes on physical limitations triggers a closer look at the detail before the session gets confirmed, instead of surfacing after the instructor has already staffed the slot. |
| Photo and video upload widget | Collects a photo of the practice space for home, outdoor, or workplace sessions so the instructor can plan equipment and setup ahead of time. |
| Weighted lead scoring | Goal answers carry different weights, athletic performance and cross-training score highest, so the CRM ranks a cross-training request above a 'not sure yet' enquiry. |
| Automatic routing rules | Enquiries where the client selects 'A group or team' can be routed separately from standard 1:1 private bookings for a different follow-up conversation. |
| Calendar-aware timeline capture | Immediate-start answers are weighted highest, helping instructors prioritize which enquiries to call first when slots are limited. |
Common private yoga lead scenarios
Athlete cross-training request
Advanced practitioner wants athletic performance work multiple times a week starting immediately, the highest-weighted goal and timeline combination the catalog scores.
Postnatal return-to-practice
Client selects prenatal or postnatal wellness as the goal and flags physical limitations, so the instructor can review the detail before confirming rather than staffing a session blind.
Parent booking for a child
The 'who is this for' answer comes back as 'My child' rather than the client themselves, which changes what the instructor needs to confirm before scheduling.
Injury recovery referral
Goal is support alongside injury recovery with limitations flagged yes, prompting the instructor to see specifics and location before booking rather than after arriving.
Group inquiry mislabeled private
Someone selects 'A group or team' on a private yoga form, which signals the enquiry likely needs a different pricing and format conversation before it's treated as a standard 1:1 booking.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book appointments
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More yoga and pilates intake templates
Private Yoga lead-intake FAQs
How does the intake handle a client who discloses a physical limitation?
The yes/no limitations question flags the lead for closer review, so instructors can follow up on specifics before confirming the session instead of finding out on arrival.
Can the form tell me if the session is for the client's child instead of themselves?
Yes, the 'who is this for' question captures whether it's the client, their child, another adult, or a group, so instructors know upfront if the intake conversation needs to change.
Does the intake capture where the client wants to practice?
It asks whether sessions should happen at home, at the instructor's studio, outdoors, at a workplace, or virtually, which affects both logistics and whether a space photo is collected.
How is urgency weighted for someone who wants to start right away?
Clients who choose 'Immediately' carry the highest timeline weight in the catalog, pushing that lead higher in the CRM queue than someone who is just exploring options.
What happens if a 'private' yoga enquiry is actually for a group or team?
That answer on the 'who is this for' question is a genuine mismatch worth flagging manually, since group requests usually need a different format than one-on-one private instruction.
Does the intake ask about experience level before the first session?
Yes, the experience question separates complete beginners from advanced practitioners so the instructor can prepare an appropriate session plan in advance.
Turn private yoga visitors into qualified appointments
Give every private yoga visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.