Before getting started working with your clients, there are a few very important forms that you’ll need. That’s why I’ve compiled these free personal training forms and templates for you to use in in your business.
Using these personal training forms will not only help to streamline your business, but it will also help to set expectations for you and your clients. Communicating with your clients up front will bring them into the process and ensures that they are more committed to achieving their own results with the fitness program.
The use of proper personal training forms will also provide you with enhanced legal protection as you will obtain the client’s consent and acknowledgement of risk prior to beginning. Keep in mind that these forms will not eliminate all potential legal risks, but they will at least provide some level of documentation of the mutual understanding.
Always be sure to have a proper insurance coverage in place to further protect against legal risk.
Each of the forms included below are available in the FREE Google Docs format, accessible through your Gmail/Google account, or you can sign up here. Feel free to copy, print and customize each of the documents to fit your specific business needs.
Invoice: This is a bill for the services (to be) performed. An invoice makes it easy for both you and your clients to keep track of amounts paid and due. Many clients will require a copy of the invoice as a receipt for the sale if they are being reimbursed through a medical insurance program. Download it here -> PDF version and Docx version
PAR-Q: A necessary first step in assessing your client’s physical abilities and readiness prior to engaging in physical activity. A Par-Q helps you and your client decide whether they are ready to participate in a fitness program. Download it here -> PDF version and Docx version
And now, the fine print: I am not a lawyer. I am a personal trainer and this is not legal advice. Laws are different everywhere. I recommend having these personal training forms reviewed by your own legal advisor before use.