14 Reasons to Start a Fitness Routine

Microsoft Word document allows user to customize informational marketing sheet; insert company logo and other info. 1 page

Is a personal trainer right for you

Another Microsoft Word document allows user to customize marketing flyer; insert company logo and other info. 1 page

Professional Documents Disclosure Agreement, for fitness or nutrition*

This Microsoft Word document informs perspective client why a fitness (or related field) company collects the information they collect and how the company protects their privacy; legal document requires perspective client signature. Easily customized. 1 page

Complete Questionnaire with Truthfulness of Disclosure Agreement*

In-depth questionnaire allows the trainer to accurately screen clients. Easily customized document covers everything—medical history, exercise history, current fitness status, health risks, diet and nutrition. Document also includes a Truthfulness of Disclosure, which explains the risks of not being thorough in the completion of the preceding questionnaire. The disclosure requires the client’s signature. Microsoft Word, 5 pages, total.

PAR-Q

This is the standard Physical Activity Readiness Questionnaire, an Adobe Acrobat document. 2 pages, revised in 1994

Parmedxpreg

The Physical Activity Readiness Medical Examination (PARmed-X) for PREGNANCY is a guideline for health screening prior to participation in a prenatal fitness class or other exercise, an Adobe Acrobat document. 4 pages, revised in 2002

PARmed-X

The Physical Activity Readiness Medical Examination (PARmed-X) is a physical activity-specific checklist to be used by a physician with patients who have had positive responses to the Physical Activity Readiness Questionnaire (PAR-Q), an Adobe Acrobat document. 3 pages, revised in 2002

Physician's Exercise Release*

The Physician’s Exercise Release form created in a Microsoft Word is an exercise consent form to be filled out by a client’s physician should the person show any signs of exercise health risk. 1 page 

*IMPORTANT DISCLAIMER NOTICE: We cannot warrant our legal forms as complete protection from arising legal matters. It is the fitness professionals responsibility to use the forms properly. And as the law varies from state to state, Personal Trainer Match highly recommend that you have your legal forms reviewed by an attorney residing in the state of your practice. Personal Trainer Match is not a legal providing consultant, an attorney or anything of the like, although these particular legal forms have been reviewed by a Michigan attorney. Even still, Personal Trainer Match cannot be held liable for any related legal matter revolving around the proper or improper uses of these, or any other, purchased forms.

12-Month Timeline

Plot your BIG PICTURE business goals and objectives in a colorful timeline. Displaying this document helps the fitness professional stay on task throughout the year.  Microsoft Word document, 1 page.

Contact, Client Log

Microsoft Excel worksheet allows business owner to keep all contact information in one convenient place. Column headers are very thorough; so business professional can easily recall original reason for client participation, birthdays, etc.. Document includes three worksheets: Current Clients, Past Clients and Perspective Client / Inquiry Log.

Hourly Appointments, Daily

Microsoft Excel worksheet is formatted to print for daily use. Track personal or business appointments. Three side columns include note-taking space: important contact information, keepin’ positive and other to-dos and diary.

Project Planner

Complete business projects efficiently with the help of this chart. Allows the user to take a big project and break it down into manageable tasks.  Microsoft Word, 1 page.

Red Tape Checklist, New Client Forms

Paperwork is all a part of the job. Don’t miss a form; don’t miss a signature. This table and brief questionnaire makes keeping tabs, quick and simple. Microsoft Word document, 1 page.

Weekly Objectives

Client Self-Contract

Prepare the client for accountability and action. This is a contract between the client and a support person--a Promises for Better Health, as titled on the document. Microsoft Word document, 1 page.

Client-Trainer Contract and Cancellation Policy

Here’s where the trainer details his or her company policies—and the right for policy change. Customizations may be made as wished. Microsoft Word document, 1 page.

Emergency Contact Form

No one wants it to happen, but preparedness is everything. Require your clients to fill out this important form in case of injury or accident. Microsoft Word document, 1 page.

Consent and Release of Liability, General

This is an important legal form protecting the fitness professional from liability issues. No trainer should train without a form like this. The participant’s consent and assumptions of risk is written in a clear-cut format, with major statements in all caps and a bolded “warning” paragraph for the new client so that they know exactly what they’re signing. This protects everyone involved.* Microsoft Word document, 2 pages.

Consent and Release of Liability, In-Home or In-Office Training

This is an important legal form protecting the fitness professional from liability issues arising from training clients on private property other than a fitness club or studio. No trainer should train without a form like this. The participant’s consent and assumptions of risk is written in a clear-cut format, with major statements in all caps and a bolded “warning” paragraph for the new client so that they know exactly what they’re signing. This protects everyone involved.* Microsoft Word document, 2 pages.

Consent and Release of Liability, Online Training

This is an important legal form protecting the fitness professional from liability issues revolving around online fitness services. No trainer should train without a form like this. The participant’s consent and assumptions of risk is written in a clear-cut format, with major statements in all caps and a bolded “warning” paragraph for the new client so that they know exactly what they’re signing. This protects everyone involved.* Microsoft Word document, 2 pages.

*IMPORTANT DISCLAIMER NOTICE:We cannot warrant our legal forms as complete protection from arising legal matters. It is the fitness professionals responsibility to use the forms properly. And as the law varies from state to state, Personal Trainer Match highly recommends that you have your legal forms reviewed by an attorney residing in the state of your practice.

Personal Trainer Match is not a legal providing consultant, an attorney or anything of the like, although these particular legal forms have been reviewed by a Michigan attorney. Even still, Personal Trainer Match cannot be held liable for any related legal matter revolving around the proper or improper uses of these, or any other, purchased forms.

Activity Expenditure Worksheet for Exercise Sessions

Record your client’s recovery heart rate and (or) estimate caloric burn during workout. Microsoft Word document, 1 page.

Blood Pressure Cheat Sheet

Blood pressure readings are a great way to assess a client’s health. Category table is included for easy reference. Microsoft Word document, 1 page.

BMI Worksheet

Calculate your client’s personal Body Mass Index; formula and classification chart included. Microsoft Word document, 1 page.

Circumference Measurements

Keep track of inches loss. Easy-to-complete table with non-Latin terminology. Microsoft Word document, 1 page.

Daily Food Log

Forget vague meal descriptions. This food log reminds the client to be very specific in their meal descriptions and allows them to track their own calories or grams, if so inclined. End-of-the-day questionnaire allows them to journal about particular emotions and outside factors that influence food choice. May be printed out or kept electronically. Microsoft Word document, 2 pages.

Determining BMR

Calculate the client’s basal metabolic rate using body fat percentage and lean weight. Help the client better understand their body’s energy needs. Microsoft Word document, 1 page.

Exercise Program and Log

This spreadsheet includes two worksheet—one for the trainer to create a workout program (which may easily be copied into new worksheets for more than one training day) and one for the client to print out and complete when training without their trainer. Both are set up to print as best fits page. Microsoft Excel worksheet.

Female Body Composition Worksheet

This worksheet has been created for calculating body fat percentage via skinfold caliper—even includes skinfold caliper instructions. Worksheet makes a handy printout for those using alternative body fat assessments. Assessment chart is for women only.

Healthy Goals Worksheet

Help the client make sensible long and short-term health goals—from increasing activity to quitting smoking and other health risk habits. All based on the S.M.A.R.T. principle. Microsoft Word document, 4 pages.

Karvonen formula, determining ExHR

Here’s the tried-and-true formula for determining maximum heart rate and exercise heart rate. Easy-to-fill-in worksheet makes determining your client’s goals simple and quick. Microsoft Word document, 1 page.

Male Body Composition Worksheet

This worksheet has been created for calculating body fat percentage via skinfold caliper—even includes skinfold caliper instructions. Worksheet makes a handy printout for those using alternative body fat assessments. Assessment chart is for men only.

MyPyramid Mini Poster

When creating healthy lifestyle goals, this colorful chart helps trainers explain healthful eating principles to their clients. Released by the USDA in 2006. Adobe Acrobat document, 1 page.

MyPyramid_Anatomy

Futher explains the USDA nutrient guidelines with a break down of category and explanation of the bright, but sometimes confusing, pyramid chart. Released by the USDA in 2006. Adobe Acrobat document, 1 page.

MyPyramid Supplemental Sheet

Referencing other educational materials from the MyPyramid.gov website, this client-focused handout contains a variety of information, including how many grams and calories are in a teaspoon of sugar and the multiple names of refined sugar, as well as the MyPyramid vegetable categories—to promote a varied diet. Microsoft Word, 1 page.

Nutrient Summary

If your qualified and or have the skills and tools necessary to suggesting daily nutrient goals—macronutrients only, this makes a great print-out for the client. Even includes a pie chart to display the suggested ratio of carbohydrates to protein to fat--great for visual learners. Microsoft Word, 1 page.

Perceived Exertion Charts

Communication is essential to a good client-trainer relationship. Help your client express their rate of exertion during specific exercises. Microsoft Word, 1 page.

Trainer's Diary, session use

Basic Letter

Make communication with your clients simple and professional. Fill in the header and footer information and Voila you’ve got your own letter head to use over and over. Microsoft Word, 1 page.

Fax Cover Sheet

Send professional faxes that market your brand image. Microsoft Word document, 1 page.

Initial Consultation Letter and Reminder

Details and first impressions matter. Personalize and send this ahead of your first face-to-face meeting. Microsoft Word document, 1 page.

Secretary's Cheat Sheet, Phone Inquiries

Easy-to-print questionnaire reminds the user to gather important information when speaking with perspective-client calls and inquiries. Includes spaces to take notes. Microsoft Word document, 1 page.

Welcome Letter

Keep selling your services—after the sale. Welcome letters promote excitement for the brand new client, build confidence in their recent choice, and ultimately, build confidence in your quality of services. Letter may be formatted to better fit the trainer’s personality or style if current content is not suited to taste. Microsoft Word, 1 page.

7-step Injury & Accident Report

Be prepared for the worst. In case of accident or injury, this form will help you accurately report the incident for medical or legal purposes. Microsoft Word document, 1 page.*

Gift Certificate Template

Colorful, professional gift certificates should be included in every trainer’s beginning business package. Easily customizable, Microsoft Word document. 3 certificates on 1 page.

Client Certificate of Achievement

Invoice Template

Make billing communication with your clients simple and professional. Fill in your company information and Voila you’ve got your own branded Invoice. Easy to send through e-mail or to print. Microsoft Word, 1 page.

Sales Receipt Template

Easy, professional sales receipt template is great for printing or sending via e-mail. Microsoft Word document, 1 page.

Monthly Expense Report with Chart

Spreadsheet allows the user to create a budget and stick with it. Formulas already pasted; headers may be adapted. 2 worksheets—one for monthly tracking, one for budget, both easily copied and pasted, and 1 chart—see the difference between actual spending and planned spending. Created “ready-to-print”. Microsoft Excel.

Revenue Report

Record monthly revenue and stay on top of monthly accounting tasks. Easily copied and pasted for months to come. Created “ready-to-print”. Microsoft Excel.

*Personal Trainer Match is not an accounting firm.

**Consider a consultation with an accountant to better customize your financial reports.