Personal Trainer Client Hub — Track Clients, Session Packages, Progress & Payments in Excel

🔥 Personal Trainer Client Hub: Instant Download

Know every client’s sessions left, catch renewals before packages run out and show clients their progress.

A ready-to-use Excel workbook for independent and online personal trainers: 7 working tabs plus START HERE and Settings, in one file that is yours to keep.

✨ What It Does for You

• Know sessions left for every client
• Catch renewals before packages run out
• Log sessions and build programs
• Show clients their progress

📦 What's Inside

• START HERE: step-by-step setup, a map of every tab and my contact email
• Settings: business name, coach, renewal alert (sessions left), expiry warning (days), active window (days), year and every dropdown list (6 packages with sessions, price and months valid; session types; attendance types with an editable “Uses a Credit” setting; goals; exercise categories; payment methods; an exercise library with 40 rows)
• Clients & Goals: primary goal and goal detail, current package, sessions left, renewal alert, Active / Inactive, last session, sessions booked, attendance rate and paid this year (entry rows 7 to 500, 494 rows). There are no health data fields; keep PAR-Q and health forms offline
• Packages & Credits: sessions included, expiry date, sessions used (counted until expiry or the next purchase), sessions left or Unlimited, days to expiry, renewal alert (“Renew: N left”, “Expires in N days”, Expired, Renewed, OK), revenue per session and value delivered (entry rows 7 to 500, 494 rows)
• Session Log: session type, attendance, minutes, whether it uses a credit, week starting and month (entry rows 7 to 500, 494 rows)
• Progress Check-Ins: weight, waist, squat, deadlift and bench with check-in number and weight change (entry rows 7 to 500, 494 rows), a change-since-first summary for up to 20 clients, and a body-weight chart of the last 8 check-ins for the client you pick
• Program Builder (printable): client, goal, coach, program name, start date and weeks, with 3 day blocks of 7 exercise rows (exercise dropdown, category fills in, sets, reps, load / RPE, rest and notes)
• Payments: package or item, amount, payment method, invoice / reference and month (entry rows 7 to 500, 494 rows)
• Dashboard: 8 KPI cards and 3 charts (monthly revenue for the last 6 months, sessions attended per week over the last 12 full weeks, key lifts over the last 8 check-ins for a client you pick on the Dashboard)

💡 Who This Is For

• Independent personal trainers selling session packs
• Online coaches with monthly coaching clients
• Small-group and studio trainers tracking attendance
• Coaches who want to show clients their progress at each check-in

🔄 Before and After

• Before: Losing count of sessions left. After: Sessions left on every package, with renewal alerts before it runs out or expires
• Before: Deciding late cancels case by case. After: Attendance types that use a credit, set once on Settings
• Before: Progress buried in notes. After: Change since the first check-in for weight, waist and key lifts, with charts

⚡ Get Started in Minutes

• Download the .xlsx and open it in Excel or Google Sheets
• Set up your packages and alert rules on Settings, add your clients, then replace the EXAMPLE DATA rows

Organization tool only; not tax, legal, accounting or financial advice.

Needs Excel 2019 or later (uses MAXIFS/MINIFS).

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your file. It is yours to keep.

Need it tailored? Get a Custom Build of this kit: https://payhip.com/b/Vs6m3?utm_source=Uct49_page

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime. I’m here to help you get the most out of your templates. Email herrickkyle87@outlook.com.

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