Document pack
Personal Trainer Client Tracker Kit: Prepaid Sessions Remaining, Income by Source and Certification Renewals
See every client's sessions left, every source of pay and every renewal date without building a spreadsheet yourself.
$17 one time · Word and PDF · download link by email
Who it is for
Personal trainers and fitness and yoga instructors paid by gyms, studios, private clients or all three.
Not the right fit if
You own a gym with employees on payroll, or you need a booking app with payments.
Why it is different
- Counts sessions used against each prepaid package automatically.
- Splits gym W-2 pay from contract pay and your own clients.
- Contains no certifying organization's rules: you copy them from the official site.
What is inside
- Session package, income and renewal workbook (Excel). Packages and sessions left, a session log, income by source, certifications and expenses.
- Start here: sessions, income and renewals. Gym pay vs your own clients, NJ sales tax facts and expense categories.
- Income by source log. A printed monthly log by source and expected form.
- Certification and CPR renewal tracker. Every credential, its expiry and a continuing education record.
A look inside
The first pages, as you will get them
Get it
Personal Trainer Client Tracker Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not tax or legal advice. Classification questions go to the NJ Department of Labor or an employment attorney; tax questions to your preparer. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The Personal Trainer Client Tracker Kit comes as a zip with three documents, each as an editable Word file and a printable PDF: Start Here Trainer Sessions Income and Renewals, Income by Source Log, and Certification and CPR Renewal Tracker, plus an Excel workbook (Session Package Income and Renewal Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
General information, not tax or legal advice.
Is it the right fit for me?
It is made for personal trainers and fitness and yoga instructors paid by gyms, studios, private clients or all three. Skip it if you own a gym with employees on payroll, or you need a booking app with payments.
Free sample
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