Built for how a personal trainer actually runs their business â not a generic "freelancer" template with your logo slapped on. PAR-Q intake, session credits, and progress tracking, all in one connected system.
A notes app for intake forms. A spreadsheet you rebuild every few months. A text thread for scheduling. Client OS is a complete system built specifically for solo personal trainers and coaches â the intake questions are PAR-Q language, the tracker fields are sets/reps/RPE, and the credit system understands session packages, not generic "projects."
If you've ever bought a Notion template built for "freelancers" and had to rip out half the fields because they didn't match how you actually train clients â this is the system built the other way around.
Every client, their status, package, and sessions remaining at a glance.
Medical history, injuries, emergency contact, and liability waiver tracking â done properly before session one.
Sessions purchased, used, and remaining â auto-calculated, with a built-in renewal alert when a client is running low.
Schedule and log every session â completed, cancelled, no-show. This is what powers the credit tracker automatically.
Build training programs by phase, week, and day with sets, reps, load, and progression notes.
Weight, body-fat %, measurements, and a place to link progress photos over time.
A full relational database with auto-calculating rollups. Log a session once and your credit tracker, roster, and dashboard all update themselves.
The same system for anyone who doesn't use Notion. Formulas do the same auto-calculating work â no add-ons required.
Solo personal trainers, online/hybrid coaches, and small studio owners running their own client base without practice-management software costing $50â300/month.
Not a medical records system. This is an organizational tool for your training business â it does not store or protect regulated health data. Follow your certifying body's and local regulations for how you handle client health information.
Pay what feels fair, starting at $69.99+. Instant download, both formats included, free updates for life.
Minimum $69.99+. Leave blank to enter your price on the next step.
Or pay the minimum, $69.99+ â quick checkoutđ Secure checkout via Gumroad
The Google Sheets/Excel version is fully independent â open it in Excel, Google Sheets, or Numbers and every formula works on its own. Notion is the primary, more automated version, but you only need one.
No. This is an organizational tool for running your training business, not a compliance or medical-records system. It doesn't store or protect regulated health data â follow your certifying body's and local regulations for handling client health information.
This template is early in its life on Gumroad. Pay-what-you-want (with a $69.99+ minimum) keeps it accessible while it earns its first reviews â you're not paying more for the same system.
Instant access after checkout: the Coach_Personal_Trainer_Client_OS.xlsx file, a link to duplicate the Notion template into your own workspace, and a quick-start guide covering setup order for both formats.
Built for how a personal trainer actually runs their business â not a generic "freelancer" template with your logo slapped on.
Stop running your training business out of five different apps, a notes app, and a spreadsheet you rebuild every few months.
This is a complete client management system built specifically for solo personal trainers and coaches â the intake questions are PAR-Q language, the tracker fields are sets/reps/RPE, and the credit system understands session packages, not generic "projects." If you've ever bought a Notion template built for "freelancers" and had to rip out half the fields because they didn't match how you actually train clients, this is the system built the other way around.
What's inside:
- Client Roster â every client, their status, package, and sessions remaining at a glance
- Intake & PAR-Q â medical history, injuries, emergency contact, liability waiver tracking, done properly before session one
- Packages & Credits â sessions purchased, sessions used, sessions remaining, auto-calculated, with a built-in renewal alert when a client is running low
- Session Log â schedule and log every session (completed, cancelled, no-show) â this is what powers the credit tracker automatically
- Program Builder â build out training programs by phase/week/day with sets, reps, load, and progression notes
- Progress Log â weight, body-fat %, measurements, and a place to link progress photos over time
Two formats, one system:
- Notion version (primary) â full relational database with auto-calculating rollups. Log a session once and your credit tracker, roster, and dashboard all update themselves.
- Google Sheets version (included) â the same system for anyone who doesn't use Notion. Formulas do the same auto-calculating work.
Who this is for: solo personal trainers, online/hybrid coaches, and small studio owners running their own client base without practice-management software costing $50â300/month.
What this isn't: a medical records system. This is an organizational tool for your training business â it does not store or protect regulated health data. Follow your certifying body's and local regulations for how you handle client health information.
## What you get (file list)
- Coach_Personal_Trainer_Client_OS.xlsx â full Google Sheets/Excel system, ready to use
- Notion template link (duplicate to your own workspace)
- Quick-start guide
Instant download. Notion + Sheets included. 30-day money-back guarantee.
I want this â $69.99+Name a fair price
$69.99+