Prepare your Cash Flow Forecast using the included template.
Personal Trainers
Personal Trainers Financial Forms Bundle — Premium
See all 4 previews- 14 distinct financial record templates — fillable PDF, editable DOCX, and one fill-online HTML bundle
- Includes Cash Flow Forecast, Client Payment Record and CPD Training, plus 11 more
- Fillable PDF + DOCX + fill-online HTML · Two secure downloads
Digital downloadFillable PDF + DOCX + fill-online HTMLTwo secure downloads
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14 distinct financial record templates for personal-training businesses, each supplied as a fillable PDF and an editable DOCX file. Every template is also included in one fill-online HTML bundle: add your business details and brand colour in the sidebar of each template (they are saved per document, not shared between templates), then send clients a locked copy they can fill in with one click. Answers you haven't changed for 60 days are deleted the next time you open the form, and ‘Prepare copy for clients’ clears them; your business details and colour are kept. Type into the PDF fields or use a DOCX-compatible editor to change the business name, logo and wording. The delivered bundle includes a second invoice template under a legacy filename in both formats; it is not counted or advertised as a separate form type. These are templates, not automated spreadsheet software or accounting, tax or legal advice.
14 distinct financial form types, each supplied as a fillable PDF and an editable DOCX file, with every document also included in one fill-online HTML bundle
Use a DOCX-compatible editor to change the business name, logo and body wording
Fill in online in your browser: add your business details and brand colour in the sidebar of each template (they are saved per document, so you add them in each one), with every field completable on screen and progress saved on your device. Answers you haven't changed for 60 days are deleted the next time you open the form, and ‘Prepare copy for clients’ clears them; your business details and colour are kept
One click prepares a locked copy to send your clients — they can fill it in but cannot alter your business details, and it all works fully offline with nothing uploaded
A second invoice template under a legacy filename is not counted as a separate form type
Price£19.99
Preview pages
Preview what's inside
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
- Mileage Log
- Payroll Summary
- Pricing Calculator
- Profit & Loss
- Receipt
- Staff Hours Pay
Preview pages
Who it's for
Who this personal training pack is for
The Financial Forms Bundle gives a personal trainer 14 money templates, including deposit booking terms, client payment records, a CPD and training log, a mileage log and a cash flow forecast.
- Personal trainers working in gyms, studios, parks or clients' homes.
- Trainers who want health screening, fitness assessments and progress reviews on file for every client.
- Trainers coaching online who want a separate agreement for remote programmes.
Made for the work
Put this product to work.
Choose the included record that fits the task, add the details for your business and check the finished copy before using it. The contents listed above apply to this tier.
Start with a task such as:
Prepare your Client Payment Record using the included template.
Prepare your CPD Training using the included template.
Compare the tiers
How the tiers compare
These tiers include the same core forms. The difference is the file formats and how you can personalise, fill in and edit them. Pick the format that fits how you want to work.
Scroll sideways to compare tiers.
Compare features
Customisable
£13.99
14 distinct form types
You're viewing
Premium
£19.99
14 distinct form types
Delivered as
Browser-personalisable HTML
Fillable PDF, DOCX + browser
Add your business name
Change design colours
Add your own logo
Re-word the body text
Type into every document field
Print or save as PDF
Extra software required
Only to edit the Word files
You're viewing this
- Instant download
- Built in the UK
- One-time purchase
- Secure checkout
- Refund policy
- Support by email
Frequently Asked Questions
How do I receive Financial Forms Bundle — Premium?
After payment, look for your LaunchKit download email in the inbox you used at checkout. Open its link to your download page and download the files listed for your order. You'll receive two secure downloads: the existing bundle of interactive fillable PDFs plus editable Word (.docx) files, and a separate fill-online HTML bundle containing the browser versions. Nothing is removed, and both downloads are yours to keep. Premium ships blank; Studio does not automatically pre-fill this Premium download. Keep a copy of your downloaded files. If the email is missing or a link is not working, check your spam or junk folder, then contact hello@yourlaunchkit.co.uk with your checkout email address and order number, if you have it, for help recovering your files.
Can I edit these files?
Yes. Your first download contains interactive fillable PDFs plus editable Word (.docx) files. Your second download is the fill-online HTML bundle: open it in a browser, add your business details and brand colour, complete the fields on screen, and prepare a locked copy for a client. Premium ships blank for you to personalise; it is not automatically pre-filled from a website.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Useful next steps
Useful guides for your business.
How a personal trainer breaks the income ceiling with corporate wellness contracts
Most UK personal trainers run a 1:1 business: hourly sessions, capped at maybe 8–12 a day, with a hard income ceiling at the maths of "hours available × price per hour." Corporate wellness contracts…
Read the guide →How to Start a Personal Training Business in the UK
To start a personal training business in the UK, get the qualification and insurance position right, choose your model before buying more kit, screen clients properly, price sessions around delivery…
Read the guide →Essential business documents every UK personal trainer should have ready
A self-employed UK personal trainer needs about seven core documents to run a tidy, defensible business: a PARQ health-screening form, a training agreement, a session waiver and informed consent, a…
Read the guide →Why LaunchKit
Built for the business you actually run.
Every personal trainers pack is checked so its page says exactly what format you get and what each tier includes. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.