PERSONAL TRAINING CLIENT ONBOARDING

Client name:
Preferred name and contact:
Start date:
Coach:

1. THE PERSON AND THE GOAL
What would you like coaching to help you do?
What would a useful first month look like?
What has worked for you before? What has not?

2. THE WEEK WE ARE PLANNING FOR
Training days you can realistically protect:
Time available per session:
Training location and available equipment:
Work, travel or other commitments to plan around:
Exercise experience and movements you want help with:

3. APPROPRIATE SCREENING
Complete the coach's separate, appropriate pre-exercise screening process.
Record any agreed referral or follow-up before programming.
This planning checklist does not replace screening or informed consent.

4. THE COACHING AGREEMENT
What is included in coaching:
Where plans and updates will be shared:
Where to ask questions:
Coach's usual response window:
Weekly check-in day:
Fees and payment arrangements, agreed separately:

5. BASELINE AND PERMISSIONS
Measures relevant to this client's goal:
What is optional:
If photos are used, agreed views and frequency:
Who can access the record and how it will be used:
Permission for marketing is separate from the coaching record.

6. FIRST-WEEK HANDOVER
[ ] Client can open their plan.
[ ] Client knows which session comes first.
[ ] Client understands the exercise instructions and logging fields.
[ ] Client knows how to ask for help or report a problem.
[ ] Client knows when and where to send their first check-in.

7. FIRST REVIEW
What was clear?
What was difficult to follow?
Did the schedule fit the week?
One adjustment we have agreed:
Next review date:

Adapt this template to your service and client. Prepared by Alurefit.
https://alurefit.com/guides/personal-training-client-onboarding