Personal Trainer Client Onboarding Pack
Build your personal trainer client onboarding pack in minutes
Answer a guided setup and preview a structured onboarding pack covering agreements, health screening, liability, and practical trainer forms used before and during client onboarding.
What the onboarding pack includes
Designed to reduce cognitive overload. Instead of handing you a stack of disconnected templates, the pack gives you the core documents many trainers need to onboard clients with clearer expectations, safer screening, and more organised paperwork.
Personal Training Agreement
Core document
Covers the key areas trainers normally split across contracts, terms, and cancellation policies.
Includes:
- ✓Services and coaching scope
- ✓Payment terms
- ✓Cancellation policy
- ✓Late arrivals and missed sessions
- ✓Client responsibilities
- ✓General training expectations
PAR-Q Health Questionnaire
Health screening completed before training begins.
Liability Waiver
Risk acknowledgement and injury disclaimer signed before participation.
Bonus trainer forms included
You will also receive a small set of supporting documents to help you gather early client information, keep onboarding organised, and respond properly if an issue happens during training.
- ✓Client Intake / Consultation Form
- ✓Emergency & Health Information Form
- ✓Incident / Injury Report Form
- ✓Quick-start onboarding guide
The agreement already includes payment terms and cancellation rules, so your onboarding stays simple and consistent.
No subscription. Preview your onboarding pack before purchase.
One-time price
£29.95
Start building first, preview the pack, then pay once to unlock export.
Your pack includes:
Preview your onboarding pack before purchase.
Why this is simpler
The pack covers the key onboarding areas without making things feel messy
The goal is not to give you more paperwork. The goal is to give you a calmer, clearer client onboarding process that is easier to use from first enquiry through to first session.
1. Answer a guided setup
2. Preview your onboarding pack
3. Unlock export for £29.95
How personal trainers use this pack
A simple client onboarding workflow
Most trainers use these documents in the same general order so clients understand the process clearly from the beginning.
Step 1
Start with the Client Intake / Consultation Form to gather the client's goals, background, and basic onboarding information before formal screening begins.
Step 2
Send the PAR-Q Health Questionnaire before training begins.
Step 3
Ask the client to review and sign the Personal Training Agreement. This document includes payment terms, cancellation rules, and general training expectations.
Step 4
Have the client sign the Liability Waiver before participating in training sessions.
Step 5
Keep the Emergency & Health Information Form on file for client safety.
Step 6
Use the Incident / Injury Report Form if something happens during a session.
What the guided setup covers
Answer these once, then preview the full pack
Your answers shape the wording across the agreement, PAR-Q, and waiver.
What you receive
A structured onboarding pack, not a pile of random templates
The pack is designed to help personal trainers move from first enquiry to first session with clearer expectations, safer screening, and better documentation.
Core onboarding documents
- ✓Personal Training Agreement
- ✓PAR-Q Health Questionnaire
- ✓Liability Waiver
Supporting trainer forms
- ✓Client Intake / Consultation Form
- ✓Emergency & Health Information Form
- ✓Incident / Injury Report Form
- ✓Quick-start onboarding guide
Ready to build?
Start building your onboarding pack now
Complete the guided setup, preview your onboarding documents, and unlock export for a one-time £29.95 payment.