Reformer Pilates intake that captures injury history up front
Ask whether a member has done reformer Pilates before, flag any current injury or limitation, and confirm how soon they want to start — Cliont routes each intro-session request to your CRM with a clearance note attached when needed.
Preview your reformer pilates intake
Explore 6 questions from the Reformer Pilates template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified reformer pilates lead should tell you
Guided sessions on spring-loaded reformer equipment, qualified by the member's experience level, any injury or physical limitation, and how soon they want their first session scheduled.
- Done Reformer Pilates Before
- This
- Main Goal These Sessions
- Have Any Current Injury
- Soon Would Like Start
- Session Format Prefer
The questions your team needs answered
Every reformer pilates intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you done reformer Pilates before? | Prior reformer experience helps staff decide whether the intro session needs extra orientation time on the equipment. |
| Who is this for? | Knowing whether the lead is for an individual, a dependent, or a group changes how the intro session gets staffed and scheduled. |
| What is your main goal for these sessions? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you have any current injury or physical limitation the instructor should know about? | An injury or limitation flag lets the instructor review safety context before confirming a slot, avoiding a session built around exercises the member can't do. |
| How soon would you like to start? | Start timeline separates members ready to book immediately from those still comparing studios, so staff know who to follow up with first. |
| What session format do you prefer? | Session format preference tells staff whether to schedule a private slot, fill a small group class, or place the lead into a larger session. |
How Cliont scores reformer pilates leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Never tried it
- Some beginner experience
- Intermediate or advanced experience
- This week
- This month
- Just exploring options
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Reformer Pilates Lead
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 reformer pilates workflows
| Cliont capability | Reformer Pilates application |
|---|---|
| Conditional video widget prompts | Asks members to describe an injury or limitation on camera before booking, giving instructors context beyond a simple yes/no answer. |
| Lead scoring weights | Weighs prior reformer experience and start timeline together, so a first-timer ready this week scores as high as an experienced client exploring later. |
| CRM tagging by booking type | Separates individual, team, and employee submissions so group intro sessions aren't mixed into your one-on-one calendar. |
| Session format routing | Uses the private/small group/large class answer to direct leads toward the intro session type you actually have capacity for. |
Example reformer pilates lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
First-timer ready to start this week
No reformer experience but wants to begin immediately — the intake still scores this as high value since readiness matters more than prior exposure.
Corporate group booking request
Someone submits on behalf of employees rather than themselves, so the intake tags the lead for group scheduling instead of a single intro session.
Injury flagged before first session
A member answers yes to the injury or limitation question, prompting the instructor to review the note in the CRM before confirming a slot.
Browsing with no firm timeline
The lead selects 'just exploring options' for start timing, which the intake still captures separately from same-week bookings so staff can prioritize accordingly.
Parent booking for a teen's rehab goal
The 'who is this for' and 'main goal' answers together point to a rehabilitation-focused session for a dependent, which changes how the intro session gets staffed.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Reformer Pilates lead-intake FAQs
Does a lead with no reformer experience still score well?
Yes. 'Never tried it' still carries meaningful weight in the scoring model, since prior experience isn't the main qualifier — readiness to start is.
What happens when someone flags an injury or physical limitation?
That answer is recorded on the lead and sent to your CRM so the instructor can review it before the intro session, and you can require a physician clearance note if needed.
Can the intake handle group or employee bookings, not just individuals?
Yes. The 'who is this for' question captures team, group, or employee submissions separately from individual bookings so you can route them differently.
Does the intake ask what session format someone wants?
Yes — private one-on-one, small group, or large class preference is captured so you can match the lead to the right offering before scheduling.
How is urgency measured if reformer Pilates isn't an urgent service?
The intake weighs 'this week' start requests higher than 'just exploring,' giving staff a way to prioritize who's ready to book first.
How is this intake different from the one for Private Pilates or Mat Pilates?
Reformer Pilates includes a prior-experience question specific to the equipment, which doesn't apply the same way to mat-based or fully private sibling offerings.
Turn reformer pilates visitors into qualified appointments
Give every reformer pilates visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.