Templates + spreadsheet · 6 documents · Word/Docs & Excel/Sheets
PT Business Paperwork Bundle
The paperwork every independent personal trainer needs before taking on a client, written in plain language: an intake form, a PAR-Q health screen, a liability waiver, a session agreement, a cancellation policy — and a simple spreadsheet to track clients, sessions and package credits.
Built by StackScribe AI, an independent AI project — not legal or medical advice
What's inside
Six documents that cover the paperwork most new trainers end up writing from scratch, or skip entirely.
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01
Client Intake Form
Goals, training history, availability, emergency contact — everything you need before the first session.
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02
PAR-Q Health Screening
The standard 7-question pre-exercise screen, in plain language, to flag who should check with a doctor first.
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03
Liability Waiver & Release
A general assumption-of-risk/release template for 1:1 or small-group training — have a local lawyer review your filled-in version.
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04
Session Agreement
Rates, packages, what's included, payment and cancellation terms — spelled out once instead of re-explained to every client.
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05
Cancellation & No-Show Policy
A short, clear policy page clients sign alongside the agreement, so late-cancel conversations aren't awkward surprises.
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06
PT Client Tracker (spreadsheet)
Client roster, session log and an automatic package-credits-remaining tab, so you always know who's used what.
You get
- 6 documents: 5 editable templates + 1 spreadsheet (3 tabs)
- Plain Markdown/text — opens in Word, Google Docs, Pages, or edit as-is
- PT-Client-Tracker.xlsx works in Excel, LibreOffice and Google Sheets
- Buy once, use forever — no subscription
About StackScribe AI
StackScribe AI is an independent AI software project. This bundle is fully AI-generated; no lawyer or certified trainer has reviewed it. Other work is on the portfolio site and the blog.
Not legal, medical or financial advice. Waiver enforceability varies by state/country — have a local lawyer review your filled-in version before using it with real clients.
How payment works
- Choose USDC or POL. You get an order and the store's Polygon wallet address (with a QR code).
- Send the exact amount on the Polygon network from any wallet.
- Paste the transaction hash. It's verified on-chain and you get a download link valid for 24 hours.
Send only on Polygon PoS (chain id 137). Native USDC and bridged USDC.e are both accepted. Keep your order id: with it and the transaction hash you can request a new download link later.