Template Downloads

Choose a template to download below.

Business & Finance

Annual Finances Tracker

Annual Finances Tracker

Track your sales, refunds, and expenses for an accurate calculation of your profit both month-to-month and yearly.
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Expenses Tracker

Business Expenses Tracker

Save yourself from a world of tax return pain by tracking your expenses throughout the year.
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Invoice Template

Invoice For PT Or Fitness Clients

Save yourself hours of admin time and streamline your finances with this Excel invoice template.
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Class Summary

Monthly Class Summary

Get a clear picture of how your class based business is performing throughout the year.
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Session Summary

Monthly Session Summary

Get a clear picture of how your session based business is performing throughout the year.
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Client Management

Class Feedback

Client Class Feedback

Discover what your class clients think and get new ideas with this feedback template.
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Client Details

Client Details Storage

Keep all your client information organised and stored safely in this Excel template.
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Onboarding Checklist

Client Onboarding Checklist

Capture all the important information you need during your first client meeting.
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Session Feedback

Client Session Feedback

Find out what your session clients think and get improvement ideas with this feedback template.
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Delivery

Class Pass Tracker

Class Pass Usage Tracker

Monitor all your class pass usage and client attendances with this Excel template.
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Membership Tracker

Membership Renewals Tracker

Track fitness client memberships, get ahead of renewals, and boost retention with this Excel template.
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Session Tracker

Session Package Tracker

Keep on top of session pack activity, including remaining time and payments with this Excel template.
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Documents

Client Agreement

Client Agreement Contract Waiver

A quality client contract is a smart business move that also shows professionalism.
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PAR-Q Template

PAR-Q For Fitness Professionals

A straight-forward, accurate PAR-Q Excel template to use with your personal training or fitness clients.
Download

Sales & Marketing

Classes Newsletter

Monthly Classes Newsletter

Keep in regular touch with your class clients by following this simple and repeatable format.
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Sessions Newsletter

Monthly Sessions Newsletter

Keep in regular touch with your session clients by following this simple and repeatable format.
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