The waiver, the health check and the package terms, before the first session

A trainer's paperwork

• Health questionnaireA screening form such as the PAR-Q+ asks about heart conditions, dizziness, joint problems and medication, and tells you when to ask for a doctor's clearance first.
• Waiver and informed consentThe risks of exercise, the client's promise to tell you about pain or new conditions, and the release. Start from the personal training waiver.
• Training package termsHow many sessions, when they expire, the late-cancel rule, refunds and whether sessions can be shared with a partner.
• Progress photo consentBefore-and-after photos for the client's file only, or for your social media too. A checkbox for each use keeps it clear.
• Online coaching agreementCheck-in schedule, response times, app access and what happens when a client goes quiet for three weeks.
• Gym or studio agreementIndependent trainers often sign a rent or fee agreement with the gym they work out of. Keep yours signed and on file too.

Onboarding a new client in one envelope

1. 1

   Build the bundle once

   Save your questionnaire, waiver and package terms as templates. Send them together and they arrive as one envelope, SignMaster's word for one send: one or more documents going to one or more signers.

2. 2

   Let the answers drive the form

   Use yes/no radio buttons for each screening question. A conditional field asks for details only when the client answers yes, and an Attachment field can collect a doctor's note when they need clearance.

3. 3

   Send it, or hand over your phone

   Email the link the evening before, or choose Sign in person at the first session. The client signs with a finger, and in the iPhone and iPad app your Face ID takes the phone back.

4. 4

   Both of you keep a copy

   When the client signs, each of you gets the sealed PDF with a certificate of completion: the time, the email and the IP address. You countersign last if your terms need it.

Package math that adds up

Put the number of sessions in a number field and add a calculated field for sessions times your rate, so the total on the agreement always matches the package. The late-cancel rule gets an initials box beside it, which is the line clients most often say they never saw.

Bootcamps and group sessions

For an outdoor bootcamp or a six-week challenge, turn the waiver into a public signing link and post it with the sign-up details, or print the QR code on a card you bring to the park. Each person signs their own copy on their phone, and you can end the link on the start date or cap it at the number of spots you have.

Clients who'd rather read in Spanish get the signing page and emails in Spanish, among 6 languages. Your waiver text is your own, so keep a translated version if you train in two languages.

Pricing for a trainer

Free includes 3 envelopes a month, enough for a trainer taking on a couple of new clients. Solo is $15 a month with unlimited envelopes. If you run a small studio with other coaches, Crew is $49 a month for 5 people. New workspaces get 14 days of Crew free, no card. Compare plans.

What SignMaster doesn't do

• It doesn't book sessions or charge for packages.
• It doesn't write workouts, track progress or judge a client's health answers. Refer out when the questionnaire says to.
• It doesn't claim HIPAA compliance. Ask only the health questions you need and treat the answers with care.
• It sends links by email, not text. Copy a client's link if you'd rather text it.