Skip main navigation

£199.99 £139.99 for one year of Unlimited learning. Offer ends on 28 February 2023 at 23:59 (UTC). T&Cs apply

Find out more

Client Onboarding and Orientation Screening Process

Discover six processes for safe and effective client orientation screening.
Two women on a mat
© CQUniversity 2021

The client onboarding and orientation screening process is broken into steps to ensure all relevant information is collected and a comfortable environment is created for the client.

 Client Orientation Screening Processes

1. Collection of client information: Past and current physical activity patterns, identification, and clarification of needs and expectations.

⚠️Before collecting any personal client information you must be aware of your requirements under the law to store the information securely and maintain your client’s right to privacy. You may be liable for very large fines if you share or store data irresponsibly. We encourage you to review General Data Protection Regulation (GDPR) and the local law in your jurisdiction⚠️

2. Adult Pre-Screening System (APSS): Identifying health concerns, contraindication activities, and if medical appointment/ referral is necessary.

3. Health and fitness testing: Decide on the most appropriate test for the client.

4. SMART goal system: Essential to client adherence.

5. Prescription of an exercise program: Use the test results to prescribe a suitable exercise.

6. Reassessment: Carry out a general review every 3 months and a full program review every 6 months.

© CQUniversity 2021
This article is from the free online

Personal Trainer's Toolkit: Client Onboarding and Fitness Testing

Created by
FutureLearn - Learning For Life

Our purpose is to transform access to education.

We offer a diverse selection of courses from leading universities and cultural institutions from around the world. These are delivered one step at a time, and are accessible on mobile, tablet and desktop, so you can fit learning around your life.

We believe learning should be an enjoyable, social experience, so our courses offer the opportunity to discuss what you’re learning with others as you go, helping you make fresh discoveries and form new ideas.
You can unlock new opportunities with unlimited access to hundreds of online short courses for a year by subscribing to our Unlimited package. Build your knowledge with top universities and organisations.

Learn more about how FutureLearn is transforming access to education