{"product_id":"pt-client-tracker-for-personal-trainers-excel-sheets","title":"PT Client Tracker for Personal Trainers | Excel \u0026 Sheets","description":"\u003cp\u003e\u003cstrong\u003eOne file for your personal training clients.\u003c\/strong\u003e Who they are, what they've bought, how many sessions they've got left, who owes you money, how their measurements are changing and what came in each month. Plus a printable 4-week programme sheet.\u003c\/p\u003e\n\n\u003cp\u003eMade for self-employed personal trainers in the UK.\u003c\/p\u003e\n\n\u003ch3\u003eWhat's inside, sheet by sheet\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eStart here:\u003c\/strong\u003e numbered steps, including how to open it in Google Sheets, and a UK GDPR note.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eClients:\u003c\/strong\u003e name, phone, email, start date, goal, package, PAR-Q done and date, emergency contact and notes. A missing PAR-Q shows in red. Room for 100 clients.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePackages:\u003c\/strong\u003e what you sell: sessions, price and how many weeks it lasts, with the price per session worked out.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSessions log:\u003c\/strong\u003e date, client, type (1-to-1, duo, online, class), which package it comes from, and paid\/amount for pay-as-you-go. Room for 1,000 sessions.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePayments:\u003c\/strong\u003e money in for packages, with sessions bought and the expiry date filled in for you.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eClient balance:\u003c\/strong\u003e sessions bought, used and left, package expiry, paid and owed for every client. Amber when 2 or fewer sessions are left, red when money is owed.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eMeasurements:\u003c\/strong\u003e weight, body fat %, waist, hips, chest, resting heart rate and notes for each check-in.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eProgress:\u003c\/strong\u003e pick a client from a dropdown and see their first and latest check-in side by side, with the change.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eProgramme:\u003c\/strong\u003e a simple printable 4-week plan: day, exercise, sets, reps, load, rest and notes.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eMonthly income:\u003c\/strong\u003e package payments and pay-as-you-go money for 12 months, plus sessions run and new clients.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eFormulas are locked so you can't break them by accident. It comes with three made-up clients so you can see it working; Start here tells you how to clear them.\u003c\/p\u003e\n\n\u003ch3\u003eHow delivery works\u003c\/h3\u003e\n\u003cp\u003eAfter checkout you get a download link. Open the file in Excel, or upload it to Google Drive and open with Google Sheets. Nothing to install.\u003c\/p\u003e\n\n\u003ch3\u003eHonest limits\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eIt's a spreadsheet, not booking software: no reminders, no client app, no online payments.\u003c\/li\u003e\n  \u003cli\u003eIt holds personal and health information, so you're responsible for keeping it secure under UK GDPR. Keep the file private and password-protect the device it's on.\u003c\/li\u003e\n  \u003cli\u003eMonthly income is money in, not profit, and it isn't a tax record.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eFAQ\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eHow does it know how many sessions a client has left?\u003c\/strong\u003e\u003cbr\u003eWhen you log a package payment, it looks up how many sessions that package includes. Each session you log against that package counts one off.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCan I share it with my clients?\u003c\/strong\u003e\u003cbr\u003eNo, don't. It has every client's details in it. Print or PDF a client's programme instead.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDoes it work on my phone?\u003c\/strong\u003e\u003cbr\u003eIt opens in the Google Sheets app, which is handy for logging a session. Setting it up is easier on a laptop.\u003c\/p\u003e","brand":"KitForge","offers":[{"title":"Default Title","offer_id":59266084602188,"sku":null,"price":9.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1102\/9993\/9148\/files\/kf-pt-1-cover.png?v=1792254153","url":"https:\/\/kitforge.uk\/products\/pt-client-tracker-for-personal-trainers-excel-sheets","provider":"KitForge","version":"1.0","type":"link"}