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Personal Trainer Forms: Waiver, Contract and Intake Templates
Personal trainer forms: waiver, contract and intake clause checklists with fillable CSV fields. Have a solicitor or attorney review your documents.
Not legal advice; have a solicitor/attorney review for your country/state.
Prepare the document with an adviser
Complete the fields, list unresolved decisions and ask a solicitor in the UK or attorney in the US to draft or review the terms. Avoid copying legal language between countries or US states. Keep the signed version and record which version each client received.
Keep intake and commercial records separate
Link the PAR-Q intake/status template from onboarding. Keep sensitive responses under restricted access. Use the invoice template for billing and the startup guide for delivery planning.
Free starter CSV downloads
Get every tab as a CSV by email, then import them into your own Google Sheet. The previews below are open to everyone and use fictional example data.
CSV files carry the layout and example rows only, not formatting, charts, checkboxes or a shared Google Form. Formula cells arrive as text: check each one, then delete the leading apostrophe to switch it on.
Agreement Checklist
This is a list of topics for a professional to draft, not legal wording or a ready-to-sign agreement.
| Topic | Fields to decide | Reviewed by | Review date |
|---|---|---|---|
| Services and package | Delivery, frequency, duration, exclusions | ||
| Fees and payment terms | Amount, currency, due dates, payment method | ||
| Cancellation and refunds | Notice, missed sessions, refund process | ||
| Online-coaching scope | Response times, remote limitations, referrals | ||
| Health disclosure | Relevant information, updates, referral process | ||
| Assumption of risk | Jurisdiction-specific review; US wording varies by state | ||
| Data and privacy | Purpose, access, retention, client rights process | ||
| Termination | How either party ends the service | ||
| Signatures | Parties, document version, dates, signature method |
Document Fields
Use these fields in your own reviewed document. A CSV is not a signed contract.
| Document version | Business name | Client name | Service description | Start date | Term | Fee | Currency | Signature date |
|---|---|---|---|---|---|---|---|---|
| Draft 1 | Your business | Client name | Complete after scope review | GBP |
Intake Checklist
Record completion, not unnecessary health details in a shared checklist.
| Client ID | Intake received | Official screening reviewed | Terms reviewed | Privacy information supplied | Outstanding action |
|---|---|---|---|---|---|
| EX001 | false | false | false | false | Coach review |
More free templates
Frequently asked questions
Can I use this as a personal trainer waiver?
Use it as a checklist for a qualified legal adviser. It contains fields and topics, not enforceable waiver wording.
What belongs in a coaching contract?
Define the service, fees, payment and cancellation terms, scope, privacy, termination and signatures. A solicitor or attorney should adapt the wording to your jurisdiction and service.
Does a waiver remove all liability?
Do not assume that it does. Enforceability and duties depend on the circumstances and jurisdiction. Get professional advice rather than relying on a template.
Which intake form should I use?
Use your insurer or professional body’s requirements and the official screening guidance. The PAR-Q intake/status template helps organise the records without reproducing PAR-Q+ questions.