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Holistic Healer Business Toolkit

Free practitioner business resources

Find a practical starting point for your next administrative task. Every resource below includes an editable version and a printable option. No email signup is required.

Client forms

6 resources
  • FreeF01v1.0.0

    Reiki intake form

    Prepare an adult client session with contact details, practical preferences, and clear next steps.

    • PDF
    • DOCX
    • Fillable PDF
  • FreeF03v1.0.0

    Distance session checklist

    Organize the practical details of a remote nonclinical session: time zone, connection, preferences, and what happens if the call drops.

    • PDF
    • DOCX
  • FreeF04v1.0.0

    Nonclinical session record

    Keep a brief administrative record of what was agreed and what happened during a session.

    • PDF
    • DOCX
    • Fillable PDF
  • FreeF05v1.0.0

    Client feedback form

    Ask about the client experience without turning a feedback form into a health-outcomes survey or a marketing-consent form.

    • PDF
    • DOCX
    • Fillable PDF
  • FreeF12v1.0.0

    Client welcome template

    Send concise practical information before the first appointment so a client knows where to go, what to expect, and how to ask questions.

    • PDF
    • DOCX

Business planning

6 resources
  • FreeF06v1.0.0

    Cancellation policy worksheet

    Decide how your practice will handle changes before drafting a client-facing policy.

    • PDF
    • DOCX
  • FreeF07v1.0.0

    Reiki business plan template

    Build a concise business plan around the service you will actually offer, the people you intend to serve, the costs you must cover, and the work you can maintain.

    • PDF
    • DOCX
  • FreeF09v1.0.0

    Service menu template

    Present a small number of services with clear duration, price, inclusions, and booking steps.

    • PDF
    • DOCX
  • FreeF11v1.0.0

    Monthly business review

    Review a few practical numbers and decide what to improve next month.

    • PDF
    • DOCX
    • XLSX

Formats

Every resource comes as an editable DOCX and a printable PDF. The intake form, the consent and preferences worksheet, the session record and the feedback form also have a fillable PDF edition, and the monthly business review adds an XLSX workbook.

Use the DOCX to change wording and add your practice details, the printable PDF for paper copies, and the fillable PDF when a client types answers on screen. Each download is labeled with its format, file name and version.

License

Free resources may be used and adapted for one practitioner business: edit the wording, branding and layout, print copies, and share adapted client-facing materials with your own clients. You may not resell or publicly redistribute the blank source templates. Read the resource license.