✦✦✦✦ ✦ your kit is here ✦ 🌙

Holistic Professional
Business in a Box

Everything you need to run a professional holistic wellness practice — pricing, client intake, session notes, tracking, agreements, and communication.

⚠️
Your interactive tools don't auto-save — here's how to keep your work
The pricing calculator, client intake form, and session notes builder all run live in your browser. Save as a PDF when done.
1 Fill in your tool 2 Press Ctrl+P (Cmd+P on Mac) 3 Choose "Save as PDF" 4 Saved ✓
✦ she thought of everything — so you don't have to ✦
Step One 🪄

Open here first.

Your complete walkthrough — every file explained, every next step mapped out. Don't skip this.

Open Your Start Here Guide →
Run Your Practice

Your live tools

These open in your browser — no software needed. Fill them in, print to PDF to save.

🌙 Interactive Tool
Pricing Calculator
Four tabs — in-person, virtual, packages, and products and add-ons. Includes an SE tax buffer field so you price for the self-employment tax from day one. Breakeven calculation shows exactly how many sessions cover your overhead.
Open Tool ↗
📋 New Client Tool
Client Intake Form
5 tabs: client info, health history with confidentiality notice, wellness goals with focus area checkboxes and 1-10 wellness rating, current practices including sleep and stress levels, and printable summary. Complete once per new client before their first session.
Open Tool ↗
📝 Every Session Tool
Session Notes Builder
5 tabs: session log with arrival and end energy ratings, practitioner observations with private notes field, protocol and remedy table with dosage and frequency, homework and lifestyle recommendations, and next session planning. One form per session — your professional record.
Open Tool ↗
Track Everything

Your spreadsheet

Download once. Open in Excel or upload to Google Sheets — 3 tabs, all connected, formulas ready.

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Holistic Client Tracker
Client roster with key health notes flagged in coral so contraindications and cautions are visible at a glance before every session. Session log with modality, protocol used, and progress rating. Revenue log with monthly totals and outstanding payments auto-calculated.
🌙 Client Roster 📋 Session Log 💰 Revenue Log
Download .xlsx
open in Excel or upload to Google Sheets
Your Documents

Everything else in the box

Download each file, open in Word or Google Docs, fill in your details, and it's ready to use.

📄
Service Agreement & Disclaimer
Word Document (.docx) — non-medical disclaimer (required reading), scope of practice, client responsibilities including medical transparency, confidentiality, payment and cancellation terms, limitation of liability. Read fully before customizing.
Download ↓ 💌
Welcome Kit
Word Document (.docx) — your philosophy and approach, how sessions work and what to expect after, why homework matters more than the session itself, what you need from the client, and an honest explanation of what holistic work is not
Download ↓ ✉️
Email Templates
Word Document (.docx) — 5 emails: inquiry response, session confirmation with pre-session notes, post-session follow-up with homework summary (send within 24 hrs), rebooking check-in, and package completion with review request
Download ↓
Included with your box

Access your bonuses.

Your box also includes access to the Business Foundations course — videos, guides, and branding resources that work for any service business.

🎬
7 Video Modules
Digital marketing, content, branding, tools & more
📑
5 Business Guides
Fully Booked, Discovery Calls, Time Management & more
🎨
Branding Bonus
Canva templates, logo guide, design principles
♾️
Lifetime Access
Updates included, no expiry, always yours
Go to Business Foundations → Opens in a new tab — you're already logged in
✨ your practice is handled. now go get your first client. Questions? hello@backdoorbusiness.com