Personal Trainer Business Spreadsheet | Clients, Sessions, Packages & Profit Tracker
Run your personal training business from one organised Excel system.
The BusinessOSLab Personal Trainer / Fitness Coach Business OS is a complete 20-sheet Microsoft Excel management system designed for personal trainers, online fitness coaches and small coaching teams.
Manage leads, clients, packages, sessions, schedules, programs, progress, payments, invoices, income, expenses, trainers, commission, marketing and renewals — all from one organised workbook.
WHAT’S INCLUDED
• Automated PT business dashboard
• Packages & coaching offers
• Lead & enquiry tracker
• Client CRM
• Client package & session balances
• Training session log
• Trainer schedule
• Program / coaching plan register
• Client progress tracker
• Trainer / coach register
• Commission tracker
• Client payment register
• Invoices & outstanding payments
• Business income tracker
• Business expense tracker
• Equipment & asset register
• Marketing & lead-generation tracker
• Renewals & retention tracker
• Monthly business review
• Quick-start / business setup system
BUILT FOR PERSONAL TRAINERS
Suitable for:
• 1:1 personal trainers
• Gym-based PTs
• Online fitness coaches
• Self-employed trainers
• Small-group trainers
• Hybrid online / in-person coaches
• Independent fitness professionals
• Small coaching teams
MANAGE CLIENTS & PACKAGES
Keep client contact information, goals, assigned trainer, current package and client status organised.
Track package start dates, expiry and review dates, sessions purchased, sessions used, sessions remaining, package value and renewal status.
TRACK SESSIONS & SCHEDULES
Record training sessions including:
• Date and time
• Client
• Trainer
• Package
• Session type
• Duration
• Session value
• Booking status
Use the separate schedule to organise sessions, consultations, group training and coaching activity.
MONITOR REVENUE & PROFIT
The automated dashboard provides visibility of:
• Monthly income
• Monthly expenses
• Net profit
• Payments received
• Outstanding money
• Active clients
• Upcoming sessions
• Renewals due
• Lead pipeline value
• Sessions remaining across active packages
CLIENT PROGRESS & RETENTION
Record appropriate client checkpoints, performance milestones, activity targets, training notes and goal progress.
The renewals section helps you identify clients approaching the end of a package so you can track sessions remaining, package expiry, renewal offers, follow-up dates and renewal status.
YOUR DOWNLOAD
• Populated Example Excel workbook
• Blank Excel workbook for your own business
• Quick Start Guide PDF
• README with compatibility and licence information
COMPATIBILITY
Microsoft Excel .xlsx format. Best used in Microsoft Excel. Compatibility with other spreadsheet software is not guaranteed.
IMPORTANT
This is an instant digital download. No physical item will be shipped. No subscription is required.
This is a business organisation and record-keeping tool only and does not provide medical, exercise prescription, nutrition, legal, employment, tax, accounting, insurance or safeguarding advice.
For the purchaser’s own personal or business use. Resale, redistribution or sharing of the files is prohibited.