Personal Trainer Business Spreadsheet — Client Package & Session Tracker, Renewal Alerts, Rate Calculator & Invoice | Excel + Google Sheets (US Edition)

Personal trainer business spreadsheet for Excel and Google Sheets. Track packages and sessions automatically, see who to renew and which sessions are about to expire, price your packages with a rate calculator, and print proposals, client statements and invoices. US Edition.

Built for independent personal trainers, online coaches and small studios. Log each session and the workbook takes it from the right package, updates the sessions left, expiry and status, and shows you on the Action Board who to renew, what is still unpaid and which leads to follow up. Most trainer templates track workouts — this one runs the business side.

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✅ PACKAGES AND SESSIONS, MATCHED AUTOMATICALLY • Single sessions, packs, monthly memberships, online coaching, hybrid plans, add-ons and gift certificates • Each completed session uses one session from the client's oldest active package (or the Sale # you choose) • Late cancels and no-shows follow your 24-hour policy; forgive the first one if you like • Validity from the sale date, the first session or a chosen date, plus freeze days for illness, injury or travel • Refunds (prorated or at your single price), monthly rollover as bonus sessions, value still owed to the client

✅ STOP LOSING PAID SESSIONS (Action Board) • Sessions in the next 7 days, with sessions left • Renew now: packages running low or used up — talk before the last session • Packages about to expire with sessions unused and the $ at risk • Unpaid packages, drop-in sessions and travel fees to collect • Leads to follow up, inactive clients, online check-ins, assessments and program reviews due, onboarding (PAR-Q+, waiver) not complete

✅ PRICE FROM YOUR NUMBERS (Rate & Package Calculator) • The minimum rate per session from your income goal, costs, weekly sessions, gym deal and card fees • A package ladder with discounts, price per session and what you keep • Online coaching and semi-private prices for 2, 3 or 4 people • Which gym deal costs less at your volume: flat rent, pay per session or a revenue split • How many active clients and new sign-ups a month your goal takes • Package Menu with about 30 offers and illustrative US prices to set to yours

✅ LOOK LIKE A PRO ON PAPER • Training Proposal: three options side by side, your policies, contract-law reminder and signature lines • Client Statement: "how many sessions do I have left?" — packages, sessions used and left, expiry and balance • Invoice that becomes a receipt once paid, or a Gift Certificate for gift sales • Your credentials line (e.g. NASM-CPT · CPR/AED · Insured) printed on every document

✅ RESULTS YOUR CLIENTS CAN SEE • Fitness assessments: weight, body fat, 7 circumferences, heart rate, blood pressure, step test, push-ups, plank, wall sit, sit-and-reach and 3 main lifts • BMI, waist-to-hip, body fat by the US Navy tape formula and estimated 1RM • Progress Report: first vs. latest, trend chart, attendance and the recommended next package • Program Builder: 4 training days with loads from the client's 1RM, and a 104-exercise library

✅ YOUR WEEK AND YOUR NUMBERS • Weekly Schedule built from your sessions and your clients' usual slots, against your capacity • Dashboard: cash received vs. revenue earned, net profit, sessions you owe, hourly rate after card and gym fees, renewal rate • Revenue by format, business health ratios, gym fees owed vs. paid by location, who owes you • Expenses, IRS mileage log, credentials & insurance with CEU tracking, and Tax Set-Aside with the four quarterly estimated payments (Form 1040-ES)

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📦 WHAT'S INCLUDED (5 files, version 1.6.1) • READY workbook (.xlsx): for your business, with the Package Menu and exercise library ready to adjust • DEMO workbook (.xlsx): a fictional trainer in Austin, Texas, with a full year of clients, packages and sessions • Google Sheets Access (PDF): one-click "Make a copy" links to the READY and DEMO Google Sheets versions • Quick Start (PDF, 3 pages) • User Guide (PDF, 21 pages)

🇺🇸 US Edition: US dollars, pounds and inches, IRS mileage rates and US quarterly estimated taxes. UK / AU editions coming later.

💻 WORKS IN • Microsoft Excel 2019 or newer, Microsoft 365 (Windows and Mac) • Google Sheets (free Google account) • No macros, no add-ons, no subscription. Your data stays in your own file. • Not supported: Excel 2016 or earlier, Apple Numbers.

⚠️ GOOD TO KNOW • This is a digital download. No physical item will be shipped. • It is a business tool, not a workout app or booking system: it does not send reminders or take payments. • It is not medical, legal, tax or accounting advice. Prepaid-contract, refund and gift-certificate rules vary by state. • Pre-filled offers and prices are examples to set to your own.

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QUICK FACTS Works in: Excel 2019+ / Microsoft 365 (Win & Mac) · Google Sheets Files: 5 (READY + DEMO workbooks, Google Sheets Access, Quick Start, User Guide) Tabs: 21, with an Action Board and Dashboard Trainer tools: Package & session tracker · Rate & Package Calculator · Proposal · Client Statement · Progress Report · Program Builder Formats: In-person, in-home, semi-private, small group, online, hybrid Capacity: 200 clients · 800 package sales · 3,000 sessions · 600 assessments Edition: US Edition Version: 1.6.1 · No macros · No subscription

BOMDOXI Pro Series: business spreadsheets built for one trade at a time. Simple tools. Smarter work.