Personal Trainers
Financial Forms Bundle — Custom
A client buys a block of twelve sessions, pays up front, and expects a receipt they can set against a workplace wellbeing budget. PT work runs on packages, session tracking, and a CPD log that keeps your REPs or CIMSPA registration in order. This bundle is 15 live-editable HTML finance forms for personal trainers: invoices, invoice trackers, client payment records, deposit booking terms, CPD training logs, expense and income trackers, a mileage log, payroll summaries, staff hours and pay sheets, pricing calculators, a profit and loss, a cash flow forecast, insurance-premium trackers and receipts. Open each form in your browser, drop in your trading name, your CIMSPA number and your terms, and export the branded version when a client asks. No flat locked download — each form stays live-editable in the browser until you hit export on your terms.
In the pack
What's included
- Cash Flow Forecast
- Client Payment Record
- Cpd Training
- Deposit Booking Terms
- Expense Tracker
- Income Tracker
- Insurance Premium Tracker
- Invoice
- Invoice Tracker
- Mileage Log
- Payroll Summary
- Pricing Calculator
- Profit & Loss
- Receipt
- Staff Hours Pay
Sample pages
Frequently Asked Questions
How do I receive Financial Forms Bundle — Custom?
After payment, a confirmation email with your secure download links is sent to your checkout email within a few minutes. If you don’t see it, check your spam folder. You can also recover downloads later at yourlaunchkit.co.uk/downloads using your order ID and email.
Can I edit these files?
Depends on the product and file type. Check the badges and description, then review before live use.
Is this legal or tax advice?
No. LaunchKit products are practical business resources. Review against your own circumstances.
Complete your toolkit
More for Personal Trainers
Financial Forms Bundle — Premium
Personal training income is built session by session, but the financial picture is broader than the session rate: facility hire, equipment, travel between clients, CPD and insurance costs, and the income that comes from online programmes or nutrition plans alongside in-person sessions. This set gives a personal trainer the financial forms that capture all of it: per-session and per-package invoices, a facility hire and equipment expense tracker, a mileage log for client travel, a monthly income tracker across in-person and online revenue, and an annual profit and loss summary for Self Assessment. Fillable PDFs for completing on a phone or tablet, editable Word documents for the home office. A financial admin system that handles the full range of how a personal training business earns.
Pricing Calculator — Premium
Personal trainers pricing one-to-one sessions off what the gym down the road charges — and giving away online coaching, group bootcamps and nutrition work at matching rates — leave margin on the floor every week. This Premium pricing calculator separates them. Ten services come pre-loaded — one-to-one PT sessions, small group training, bootcamp and outdoor classes, online coaching and programming, nutrition advice and meal plans, corporate wellness, sports-specific coaching, gym floor hours, workshop and seminar delivery, and supplement retail sales — each with editable session time and per-client cost. Enter your hourly rate once and every service rebuilds with margin shown alongside. A quote builder handles block bookings and corporate contracts, a client log tracks every session, an expenses tracker keeps gym-floor and travel spend visible, and a monthly dashboard shows which services actually pay. Delivered as one Excel workbook for UK personal trainers — price with confidence.
MTD Compliance Kit — Premium
Most personal trainers are self-employed and need to comply with Making Tax Digital. This kit gives you MTD-compatible spreadsheets and quarterly summary templates to meet HMRC requirements without the cost of monthly software subscriptions.