PT Templates UK
Client onboarding
Client Onboarding for Personal Trainers (UK)
Professional client onboarding is the structured process a personal trainer follows before training begins. It ensures expectations are clear, health risks are screened, and responsibilities are documented.
What client onboarding normally includes
- Health screening (PAR-Q or medical questionnaire)
- Informed consent and risk acknowledgement
- Service terms and cancellation policies
- Agreement wording signed before sessions begin
Why documents work together
While each document can exist separately, many trainers use them in a structured order. Screening comes first, terms are agreed second, and signatures confirm understanding before training starts.
This structured approach helps reduce misunderstandings and keeps both trainer and client aligned from the beginning.
A structured onboarding agreement generator is currently in development.
Generate contracts — coming soon
In the meantime you can review the individual templates below.