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Holistic Healer Business Toolkit

Business planning · F10

Booking software evaluation worksheet

Test a booking tool against your actual work before paying for it. Record evidence for each requirement and the exact plan that provides it.

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F10 · version 1.0.0

Free download. No email required. The DOCX is the structured, editable version for screen readers; the PDFs are print and fill-in copies and are not tagged. Resource license.

First page of the booking software evaluation worksheet, blank: a note on testing before you buy, your workflow (in person or remote, team, monthly bookings, calendars, packages, data sensitivity, must-have features) and a cost table comparing three providers.
First page of the printable PDF · blank file

Who this is for

Practitioners comparing booking or practice software who want to record evidence for each requirement and the exact plan before paying, across up to three providers.

What the file contains

Workflow
In-person/remote; one practitioner/team; monthly bookings; locations/calendars; packages; data sensitivity; must-have features.
Cost
Plan; monthly and annual payment; transaction charges; add-ons; migration/setup; export/cancellation costs if any.
Requirements
Booking, reminders, forms, consent process, payment/refund, package tracking, access permissions, export/delete, accessibility, support.
Status
Each requirement: pass/fail/not tested/not applicable; exact evidence date and URL or test note.
Tests
Book on phone; reschedule; cancel; pay/refund; complete a fictional form; retrieve receipt; export sample data.
Decision
Hard blockers; tradeoffs; chosen plan; cancellation date for trials; reviewer/owner.

How to customize it

Failing a must-have means the product is not eligible for this decision. Unknown is not a pass. Choose the simplest adequate option after checking full costs. Do not recommend a paid upgrade solely because the provider offers an affiliate reward.

Scope and limitations

The worksheet compares up to three providers and includes a test log. It records evidence; it does not certify that a product meets the legal or privacy requirements of your practice.

Copy included in the file

A feature is not confirmed merely because a logo appears on a sales page. Test the version and plan you would buy. Use fictional records only. If your work needs a particular legal or privacy arrangement, verify it directly before entering real client information.