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Client forms & policies

Blank starter templates for setting expectations and screening clients before training begins.

Important: These are general starting points, not legal or medical advice. Have your personal-training insurer and a California attorney review the consent, waiver, privacy, and cancellation language before use. Download blank copies only. Never upload a completed form or client health details to this public repository or submit them through the website.
Client intake & health historyGoals, training background, health considerations, and emergency contact. Use alongside the current official PAR-Q+. Informed consent & assumption of riskPlain-language draft for review by your insurer and attorney before signing clients. Payment & cancellation policyEditable terms for sessions, packages, late cancellations, and refunds. Emergency action planTrainer-side checklist for in-person sessions and online training. Photo & testimonial releaseOptional, separate permission for marketing use. Declining does not affect training. Business launch checklistInsurance, city and county setup, taxes, secure record handling, and website setup.