2027 Personal Trainer Client & Session Tracker | Session Packages, Sessions Left, Income, Expenses, Tax Set-Aside | Excel & Google Sheets

Know how many sessions each client has left, what every week really paid after your gym fee, and how much to set aside for taxes.

What it does:

- Client log: date, client, session type, amount, tip and payment type. Log a package sale once, then each session after it. Card fees and net calculate.

- Packages: sessions bought, used and left for each client, the last session date, and a "Remind to renew" flag at 2 or fewer.

- Expenses: gym or studio fees, certifications and CEUs, insurance, equipment, apps and more, by category.

- Weekly: sessions, income and net against your gym fee, with what you kept. Weeks under your goal turn red.

- Taxes: income, expenses and profit for each estimated-tax period, a set-aside amount, the usual due dates, and expense totals by category.

- Dashboard: sessions, income, package sessions sold, fees, expenses and profit by month, revenue by session type, and a chart.

What you get: one .xlsx file (Excel 2016+, Microsoft 365, Excel for the web; imports into Google Sheets) plus a short how-to. Instant digital download.

Honest notes:

- Numbers in the file are examples.

- It's a tracking tool, not tax advice. Check current IRS guidance or a tax professional.

- It doesn't connect to your booking or payment app; you type your sessions.

- Made with AI assistance and reviewed before release.