Forms & Documentation
Eliminate Lost Paperwork
TrainerMetrics transforms your paper-based forms and liability documentation into a streamlined digital system. Capture valuable client information, ensure consistent documentation compliance, and present a professional, modern experience that reflects your premium service.
Digital Documentation for Modern Fitness Businesses
Protect Your Business with Comprehensive Liability Management
Stop wondering if client liability forms are properly completed and signed. TrainerMetrics’ digital documentation system ensures all required forms are completed, signed electronically, and securely stored—providing liability protection and peace of mind.
Implement mandatory digital forms like PAR-Q and intake questionnaires with secure electronic signatures
Track form completion status across all clients and trainers with comprehensive compliance reporting
Access liability documentation instantly when needed with secure, cloud-based storage that prevents loss and damage
Create a Professional, Streamlined Client Onboarding Process
Transform your client onboarding from cumbersome paperwork to a sleek digital experience. TrainerMetrics’ customizable form builder helps you create a consistent, branded intake process that collects valuable information while showcasing your professionalism.
Build custom digital forms with your branding and exact questions using our flexible form builder
Enable clients to complete forms before their first session via email or your branded iOS or Android app, saving valuable session time
Ensure consistent information gathering across all trainers and locations, creating a standardized client experience
Turn Client Data into Actionable Business Insights
Stop letting valuable client information sit unused in paper files. TrainerMetrics automatically processes form responses into actionable data, helping you understand client demographics, goals, and preferences to inform business decisions and marketing strategies.
Generate reports on client goals, pain points, and demographics to guide your programming and marketing
Identify trends across your client base to proactively address common needs and create targeted offerings
Use aggregated data to evaluate the effectiveness of your intake process and refine your questions over time
Comprehensive Forms & Documentation Features
Customizable Form Builder
Create exactly the forms you need with our intuitive drag-and-drop builder. Add multiple question types, conditional logic, branding elements, and electronic signature fields to capture exactly the information you need.
E-Signature Capability
Collect legally binding electronic signatures on all your important documents. Our secure e-signature technology provides an audit trail for complete confidence.
Automated Form Distribution
Send forms automatically based on triggers like new client creation, upcoming reassessments, or scheduled orientations. Clients can complete forms on any device before they even arrive for their session.
Compliance Reporting
Track form completion across all clients, trainers, and locations. Identify missing documentation quickly with comprehensive reporting that helps you manage by exception and ensure complete compliance.
Secure Document Storage
Store all client documentation in a secure, cloud-based system that prevents loss and damage. Access any document instantly from any authorized device, even years after it was completed.
Form Response Analytics
Transform form responses into actionable data with built-in analytics. Understand client demographics, goals, and preferences to inform your business strategy and marketing efforts.
Transform Your Business Operations
For Managers
Ensure 100% compliance with liability requirements across all locations
Save hours weekly on paperwork management and filing
Gain valuable insights into client demographics and preferences for strategic planning
For Trainers
Eliminate time spent on paperwork during valuable session time
Access complete client information instantly from any device
Create more personalized training experiences based on comprehensive intake data
For Clients
Complete forms conveniently before the first session
Experience a professional, modern onboarding process
Receive more personalized service based on their detailed information