Client Workflow Kit
$19USD, one-time purchase
- 9 unique assets (6 also free individually, 3 premium)
For independent practitioners
Practical tools for the business side of your practice.
Start with free editable forms, work out your session costs, and build a clearer client workflow. Created for independent practitioners, with Reiki as our first focus.
- Reiki intake form. First page of the Reiki intake form, blank: a short note to the client, contact details (name, preferred contact method, appointment date, email or phone), an 18-or-older confirmation and an optional note about what the client would like from the session. Formats: PDF, DOCX, Fillable PDF
- Session pricing calculator. Preview of the session pricing calculator with the worked-example inputs: $36,000 owner pay, $12,000 fixed costs, $3,000 reserve, 20 sessions a week for 46 weeks, giving a $104 planning price. Formats: Calculator, Print
- Reiki business startup checklist. First page of the Reiki business startup checklist, blank: a short starting note, then offer and verification task tables (business name, registration and tax needs, local permissions, insurance, privacy) with owner, status, due date, cost, evidence and note columns. Formats: PDF, DOCX
Free downloads. No email required. Editable formats included.
Choose your next task
Prepare for a client
Intake, preferences, welcome information, and feedback.
Plan the business
Pricing, launch tasks, service menus, and monthly review.
Choose your tools
Compare booking and practice software by workflow and cost.
How the resources work
- Step 1:
Choose the task you need to complete.
- Step 2:
Download the file or use the calculator.
- Step 3:
Adapt the result to your services, location, and professional responsibilities.
Want the matching workflow?
The optional toolkits bring the free resources together with message templates, operating procedures, and planning workbooks. See every included file before you buy.
Not yet available to buy. See what each kit will include; every core resource is free now.
Practice Business Kit
$39USD, one-time purchase
- 12 unique assets (6 also free individually, 6 premium)
Complete Practitioner Business Toolkit
$49USD, one-time purchase
- 21 unique assets (12 also free individually, 9 premium)
How the resources are made, reviewed and versioned
Our process: we create original administrative resources, document the intended use, and check the calculations against worked examples before publication. Compatibility checks of the editable files in Word, Google Docs, Excel, Sheets and Acrobat are in progress. We use fictional examples.
An updated date reflects a real review or substantive change. We publish version notes for changed files.
Editor: Ekitore Adamase. Holistic Healer's owner uses this pen name in the role of editor and publisher and claims no professional credentials. No credentialed practitioner, legal, or privacy reviewer has reviewed the resources yet.
Review status: pending. Each file will show its reviewer and review date once a credentialed reviewer has reviewed it.
