Get forms signed

Send a client your waiver, agreement or intake form. They read it, type their name and sign on their phone. No app or sign-in needed, and you both keep a copy.

For trainers · About 3 minutes

Templates are sample wordingMake them yours before you send them. TrainerSuite can't promise a waiver holds up, so have yours checked for where you train.

Make a form

Upload the PDF or photo you already use, write your own, or start from a template.

Settings → Forms → New form

The New form sheet with three choices: Upload a file, Write your own, and Start from a template with Liability waiver, Training agreement, New client intake and Health + injury questions.

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A template is sample wording. Change it to fit your business before you send it, because your client sees exactly what you save.
Turn on Client signs at the end for a waiver or an agreement. Leave it off for an intake form your client fills in and submits.
Add questions if you like: short answer, long answer, pick one, or Yes/No. Any of them can be required.
Upload one PDF up to 20 pages, or up to 10 photos of a paper form. Each file can be up to 10 MB.
Editing a form changes the next ones you send. A form you already sent stays the way your client saw it.

Send it

Open the client, tap Forms, then Send form. We email them a link, or you copy the link and text it.

Clients → a client → Forms → Send form

The Send a form sheet to Amara Osei, with Liability waiver picked, the line We'll email Amara a link. No app or sign-in needed, and Copy link and Send buttons.

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No email for this client? Tap Copy link and send it any way you like.
Each form shows where it is: Waiting, Link opened, then Signed or Filled in with the date.
Tap a sent form to resend the email, make a new link or cancel it. A new link or a cancel stops the old link working.

Your client signs

They open the link, read the form, type their full name, tick the box and tap Sign.

Their phone or computer, no sign-in

The Sign card your client sees: Your full name filled in as Amara Osei, I have read and agree to this ticked, a Sign button, and the line Your typed name is your signature with today's date.

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No app and no sign-in. Clients who use the TrainerSuite app also see the form on their home screen.
Their typed name is the signature. There is nothing to draw.
A form without signing ends with Submit instead.
Once it's done, the link only says it was done. It never shows the form or the answers again.

Keep the signed copy

The form shows Signed with the date. Tap it to view the copy or save the PDF.

Client → Forms → tap the form

The sent Liability waiver marked Signed Nov 10, with the times it was sent, opened and signed, a View the copy row and a Save a copy button.

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A signed form with no questions is also emailed to you and your client as a PDF.
Answers stay in TrainerSuite. Read them on the form.
Clients who use the app keep theirs under My trainer → Forms.
Deleting a client also deletes their signed forms.

Stuck?

Does my client need the app to sign a form?

No. They open the link on any phone or computer, with no sign-in. Clients who use the app also see the form there.

Can I use the waiver I already have?

Yes. Upload it as a PDF or as photos of the paper, and your client sees it just as it is.

Will my waiver hold up legally?

TrainerSuite can't promise that. The templates are sample wording, so have your waiver checked for where you train.

Does an unsigned form block anything?

No. Sessions and payments work as usual. The client's page shows whether each form is signed.

Get started

Your paperwork, in the same place as your clients.

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Part of the TrainerSuite Learn series