How to use Client Kit
A simple client document flow
Most personal trainers use these documents in a similar order so expectations, readiness, and key checks are clear before training begins.
Step 1
Start with the client intake form to gather key details before training begins.
Step 2
Use the agreement to confirm services, payments, scheduling, and expectations.
Step 3
Complete the health declaration before training begins and use the tracker sheet to keep onboarding progress organised.
Client Kit
Build your Personal Trainer Agreement, then unlock Client Kit
Start with your core trainer-client agreement, preview the structure, and unlock a lightweight client document flow with supporting documents and a simple tracker sheet.
What Client Kit includes
Client Kit is built around the trainer-client agreement first. After purchase, you unlock the wider onboarding flow, including supporting documents and a simple tracker sheet to help keep client setup organised.
Personal Trainer Client Agreement
Core document
This is the core document you build first. It sets the main agreement structure that the rest of Client Kit supports.
Includes:
- ✓Services and coaching setup
- ✓Payment terms
- ✓Cancellation and lateness rules
- ✓Communication expectations
- ✓Health, readiness and emergency contact wording
- ✓Risk and participation wording
PAR-Q, Health Declaration & Emergency Contact Form
Collect client readiness, relevant health details and emergency contact information in one combined form before training begins.
Risk and Participation Wording
Covers training risk, client responsibility, and participation wording used alongside the wider onboarding flow.
Included supporting documents
Client Kit also includes the supporting documents trainers commonly use alongside the agreement, plus a simple tracker sheet to help keep agreements, health declarations and client progress organised.
- ✓Client intake form
- ✓PAR-Q, Health Declaration & Emergency Contact Form
- ✓Risk and participation wording
- ✓Photo & Video Consent Form (Optional)
- ✓Incident / issue record
- ✓Simple client tracker sheet
No subscription. Preview your agreement before purchase.
Launch price
£14.95
Build and preview your agreement first, then pay once to unlock Client Kit with supporting documents and a simple tracker sheet.
After purchase, you receive:
Get instant access to editable Google Docs and Sheets links, so you can organise client documents and simple tracking without paying monthly for another system.