The Ultimate Client Onboarding Checklist for Personal Trainers

1. Initial Contact & Pre-Screening

Before booking the first session, make sure you:

• Reply quickly and warmly to inquiries
  
• Ask about goals, injuries, training history
  
• Recommend a session type or package that fits
  

Tip: Use NexusGyms' built-in messaging system to manage conversations and auto-save client info.

2. Intake & Waivers

Gather essential forms:

• PAR-Q / Health & Injury Questionnaire
  
• Liability waiver
  
• Emergency contact info
  

Pro move: Upload your forms directly to NexusGyms so they’re always attached to the client profile.

3. Goal Setting & Expectations

In your first consultation or session:

• Ask “Why now?” — what’s motivating them?
  
• Set short-term and long-term training goals
  
• Clarify expectations for attendance, communication, and progress tracking
  

Use our Free Session Template PDF to guide the first workout.

4. Baseline Assessment

Start with a measurable snapshot:

• Weight, body measurements, photos (with permission)
  
• Mobility or flexibility screens
  
• Strength or cardio baseline tests (planks, squats, etc.)
  

This allows you to measure progress — and show the client the value you bring.

5. Setup for Success

Before they leave:

• Add them to your client list in NexusGyms
  
• Schedule recurring sessions or check-ins
  
• Share any home workouts or resources
  
• Ask for feedback after the first 1–2 sessions
  

NexusGyms makes this seamless with session scheduling, messaging, and resource sharing all in one place.

The first few days of a client relationship can determine whether they stay for years or ghost you after week two. With this checklist — and tools from NexusGyms — you’ll create a polished, professional onboarding experience that keeps clients engaged and excited to train.

Want to level up your onboarding game even more?
👉 Download our Free Personal Training Session Template PDF