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Holistic Healer Business Toolkit

Client forms · F12

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.

FreeVersion 1.0.0
  • PDF
  • DOCX

Download the files

F12 · 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 client welcome template, blank: a greeting, the appointment details, what to expect, a note on preferences and the right to pause, blank forms and the return method, payment and policy link, changes and contact details.
First page of the printable PDF · blank file

Who this is for

Practitioners who send practical information to a client before a first appointment, on paper or by email.

What the file contains

Greeting
Hello [client first name], thank you for booking with [practice name].
Appointment
Date/time/time zone, duration, setting/address or private meeting link.
Expect
Factual description of the session, what is included, and the nonclinical scope.
Preferences
How to discuss access, comfort, and touch preferences; right to ask questions or stop.
Prepare
Link to blank forms and the practice-designated return method; never public upload.
Payment
Price/payment timing and link to the policy disclosed at booking.
Changes
How to request rescheduling and what to do if the practitioner is late or a remote connection fails.
Contact
Verified practice contact and expected administrative response time.

How to customize it

Remove any instruction that does not match the actual practice. Test directions and links on a phone. Do not add medical preparation advice or imply a required package commitment. Include the final reviewed cancellation policy link before a client pays.

Scope and limitations

Practical information for adult, nonclinical sessions, with no medical preparation advice. Forms go back through the practice-designated return method, never a public upload or HolisticHealer.net. The file includes email-friendly text.

Copy included in the file

Before we begin, we will explain the session and confirm your preferences. You may ask questions, decline touch, pause, or end the session. Please use [secure return method] for any forms and contact [practice contact] if you prefer to discuss something privately. This service does not replace care from a qualified health professional.

Bracketed fields are placeholders for you to replace in your copy of the file.

Guides that use this file: Client intake and privacy for a small practice · Local marketing for independent practitioners