Yoga Instructor Templates

Looking for Yoga Instructor Templates to download? See the main templates that a Yoga Instructor would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Yoga Instructor Templates

There is a huge number of templates that someone in the Yoga Instructor role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Yoga Instructor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Class Schedule
2. Attendance Sheet
3. Client Information Form
4. Liability Waiver
5. Monthly Income and Expense Tracker
6. Marketing Plan
7. Lesson Plan
8. Client Progress Tracker
9. Workshop Registration Form
10. Monthly Newsletter


Reports are often prepared by a Yoga Instructor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Attendance Report
2. Revenue Report
3. Class Schedule Report
4. Member Feedback Report
5. Inventory Report
6. Marketing Campaign Report
7. Instructor Performance Report
8. Membership Growth Report
9. Equipment Maintenance Report
10. Class Evaluation Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Yoga Instructor does and how they do it.

1. New Student Registration SOP
2. Class Schedule Creation SOP
3. Yoga Class Preparation SOP
4. Yoga Class Instruction SOP
5. Yoga Class Evaluation SOP
6. Yoga Workshop Planning SOP
7. Yoga Retreat Organization SOP
8. Marketing and Promotion SOP
9. Equipment Maintenance SOP
10. Financial Reporting SOP


Yoga Instructor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Class Schedule
2. Yoga Workshop Promotion
3. Yoga Retreat Highlights
4. Yoga Anatomy and Alignment
5. Mindfulness and Meditation Techniques

Legal Docs

There are several key times when a Yoga Instructor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Liability Waiver Template
2. Client Registration Form Template
3. Class Schedule Template
4. Medical Release Form Template
5. Instructor Agreement Template

Health & Safety Templates

Health & Safety templates for a Yoga Instructor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Risk Assessment Template
4. First Aid Kit Checklist Template
5. Health and Safety Training Attendance Template


Setting up Yoga Instructor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Class Schedule
2. Personal Appointments and Events
3. Yoga Retreats and Workshops
4. Client Attendance and Progress Tracker
5. Marketing and Promotional Calendar

Invoice Templates

Several types of Yoga Instructor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Yoga Class Invoice
2. Private Yoga Session Invoice
3. Workshop and Retreat Invoice
4. Yoga Teacher Training Invoice
5. Yoga Merchandise Invoice

Survey Templates

For a Yoga Instructor to get insights related to the work they do, they need to send out Yoga Instructor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Yoga Class Feedback Survey
2. Yoga Studio Cleanliness Survey
3. Yoga Instructor Evaluation Survey
4. Yoga Program Interest Survey
5. Yoga Studio Membership Satisfaction Survey

Meeting Agendas

Having premade Yoga Instructor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Client Progress Review Meeting
3. Marketing Strategy Meeting
4. Workshop Planning Meeting
5. Budget and Financial Review Meeting

Budget Templates

To manage finances well, a Yoga Instructor would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expenses Template
2. Class Schedule and Attendance Template
3. Equipment and Supplies Budget Template
4. Marketing and Advertising Budget Template
5. Professional Development and Training Budget Template


Dashboards are a useful way for a Yoga Instructor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Attendance Dashboard
2. Revenue Dashboard
3. Class Schedule Dashboard
4. Client Feedback Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Yoga Instructor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Yoga Workshop Proposal
2. Yoga Retreat Proposal
3. Corporate Yoga Program Proposal
4. Yoga Teacher Training Proposal
5. Yoga Wellness Program Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Yoga Instructor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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