Personal Trainer CRM
Manage clients, training packages, session logs, and progress tracking in one spreadsheet. Built for freelance personal trainers and fitness coaches who want a professional system without monthly software costs.
What's Included
- Client database with goals, start metrics, and training history
- Session package tracker (sessions sold, used, remaining)
- Session log with exercise notes and client feedback
- Body measurement and progress photo link tracker
- Package renewal reminder system
- Referral source and lead pipeline
- Revenue and session volume dashboard
- Lifetime updates
The Personal Trainer CRM keeps your client relationships professional and your business organised — tracking every client’s goals, progress, sessions used, and renewal date in one clean spreadsheet. Spend less time on admin. Spend more time training.
Know every client’s goals. Know how many sessions they have left. Never let a package lapse silently.
Why a Spreadsheet CRM?
PT management apps like TrueCoach, PT Distinction, or My PT Hub cost €19–$40/month. For freelance trainers managing 10–40 active clients, this template gives you everything you need — client management, session tracking, and progress logs — for a one-time payment of just €19.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Active clients, sessions delivered this month, packages expiring soon, revenue |
| Clients | Client database with contact, goals, start date, and training status |
| Packages | Session packages: sessions sold, sessions used, remaining, and expiry date |
| Sessions | Full session log per client: date, exercises, load, notes, and client feedback |
| Progress | Body measurements, fitness test results, and progress milestone log |
| Pipeline | Prospect tracking from enquiry to discovery session to enrolled client |
| Revenue | Monthly revenue by package type with renewal forecast |
Who It’s For
- Freelance personal trainers managing 10–40 active clients
- Online fitness coaches delivering remote programmes
- Small group training studios tracking individual client packages
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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