Why this kit
- Written for the UK: consumer cancellation rights, UK GDPR (health data handled with explicit consent), HMRC and HSE.
- Health and readiness questionnaire and informed consent form for every new client.
- Session package agreement covering expiry, pauses and late cancellations, written with consumer law in mind.
- Goals and progress record plus a session log to show clients how far they have come.
- Includes our full Personal Trainer tax workbook: income, gym rent, kit, mileage and your tax estimate.
- Word and print-ready PDF for every document. No Canva account needed.
Made for
Self-employed personal trainers and fitness coaches: in gyms, clients' homes, outdoors or online.
Not the right fit for
Gyms and studios employing staff through PAYE, or clinical exercise referral schemes.
What you get
- Start-up checklist (Word + PDF)
- Terms of service (Word + PDF)
- New client form (Word + PDF)
- Privacy notice (Word + PDF)
- Price list (Word + PDF)
- Quote (Word + PDF)
- Invoice and reminders (Word + PDF)
- Cancellation policy (Word + PDF)
- Complaints procedure (Word + PDF)
- Risk assessment (Word + PDF)
- Health and readiness questionnaire (Word + PDF)
- Informed consent for exercise (Word + PDF)
- Session package agreement (Word + PDF)
- Goals and progress record (Word + PDF)
- Session log (Word + PDF)
- Personal Trainer bookkeeping and tax workbook for 2026/27 (Excel + Google Sheets) with a quick start guide
How it works
- Download the ZIP straight after you pay.
- Open the Word files in Word or Google Docs and fill in the parts highlighted in yellow.
- Send clients a PDF, print the forms, and track your income and tax in the workbook.
Do I need Microsoft Word?
No. The documents open in Google Docs (free), Word or Pages, and every one also comes as a print-ready PDF.
Do I need Canva?
No.
Is it a subscription?
No. Pay once and the files are yours to keep.
Is this legal advice?
No. They are templates and general UK information, checked against official sources on 25 October 2026. Check they fit your business and take advice if it is unusual.
When do I get it?
Immediately, as soon as payment clears.
The SmartSaver promise
Instant download, yours to keep — no subscription. If a file is faulty or not as described, email team@getsmartsaver.co.uk within 30 days for a replacement or a refund. Lost your download link? We re-send it free.
Templates and general information for UK sole traders — not legal, tax or professional advice.
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