Undisclosed health risks = safety liability
Attending a session without reviewing updated client health information creates both a safety risk and potential professional liability.
Missing equipment = cancelled session
Turning up for a mobile session without the right gear means either a cancelled booking or a compromised session — and a client who might not rebook.
No payment confirmed = overdue invoice
Assuming payment will happen after the session is the fastest way to build up overdue debt on your client list.
Why fitness and health sessions go wrong before they start
For personal trainers, NDIS support workers, and allied health professionals, session problems almost always start before the session: outdated health information, equipment forgotten, no payment method confirmed, or a client with undisclosed medical risks attending anyway. All of these are preventable. This checklist gives you a complete six-section pre-session process: review client needs, goals, and risks; confirm location and travel logistics; prepare all required equipment and supplies; confirm session duration, pricing, and policies; confirm the payment method; and check safety and hygiene before sending the pre-session message. The two AI prompts help you check for any safety, compliance, or preparation gaps specific to your session type before you leave.
What You Get
6-Section Pre-Session Checklist
Review client health, goals, and risk flags; confirm location and travel logistics; prepare all equipment and supplies; confirm session pricing and NDIS details; confirm payment method (prepaid, Worldpay, or NDIS); and check safety and hygiene before the session.
Pre-Session Message Template
A warm, professional copy-paste message to send to clients before every session — confirming the time, location, what to bring, and any pre-session preparation required.
2 AI Prompts + 7 FAQs
Prompt A - checks for safety and compliance gaps before the session.
Prompt B - generates a personalised pre-session plan. The 7 FAQs cover medical declarations, NDIS session prep, essential mobile equipment, preventing last-minute cancellations, claiming travel, and payment conversations.
preview
A preview of what's inside
Here are the first three items from Section 1 of your free checklist:
Review the client's current goals and any changes or updates since the last session.
Check for any new medical conditions, injuries, pain reports, or medications since last time.
Review previous session notes for any outstanding action items, progression targets, or documented risks.
+ 5 more sections, pre-session message template, 2 AI prompts, and 7 FAQs — all inside the free download.
Who It’s For
Built for sole traders in health, fitness, and care services operating in Australia.
Personal trainers
NDIS support workers
Allied health providers
Beauty therapists
Remedial massage therapists
Mobile health workers
ATO & Compliance Note
Important
Travel to client locations for mobile fitness and health services is deductible at the ATO's current rate of 88 cents per kilometre for 2025–26. NDIS providers also have specific record-keeping requirements under the NDIS Quality and Safeguards Commission. Keep all session records, travel logs, and receipts in Sole for both ATO compliance and NDIS audit preparation.
Download your free checklist
Enter your details and we'll send the Pre-Session Checklist for Fitness & Health Professionals straight to your inbox.
Frequently asked questions
Common questions
What medical declarations should I require from all new clients?
Before the first session, require all new clients to complete a Physical Activity Readiness Questionnaire (PAR-Q) or equivalent health declaration that covers current medical conditions, recent injuries or surgeries, medications, and pregnancy. For NDIS clients, obtain the relevant support plan sections. Keep these on file in Sole’s client notes. Never start a new client without a completed declaration.
What equipment is essential for mobile personal training?
The minimum recommended kit for mobile personal trainers includes resistance bands (various strengths), a non-slip exercise mat, a set of adjustable dumbbells or kettlebells, a foam roller, a timer or heart rate monitor, and a first aid kit. For allied health professionals, add relevant treatment or therapy tools. Pack and check your kit against a checklist before every mobile session.
What's the most effective way to prevent last-minute cancellations?
Require payment upfront or a credit card on file before confirming any booking. Send an automated session reminder 24 hours before via your booking system. State your cancellation policy clearly on all onboarding forms and enforce it consistently. Data consistently shows that clients who have prepaid or who know a cancellation fee applies are significantly less likely to cancel without notice.