Therapist Practice Tracker, Notion Template + Google Sheets, Client Intake, Session Log & Billing for Solo Therapists, Digital Download

A calm, ready-to-use admin system for solo therapists. Keep new-client paperwork, your session log and simple billing in one place, so the admin side of your practice stays organized.

Choose the version that fits how you work, or use both:

Notion template (one click)

Duplicate the Practice Hub into your own Notion workspace. It includes four linked databases (Clients, Intake, Sessions, Billing) with relations, rollups and formulas already set up and working on the sample data.

Views included:

- Clients: Active Caseload, Balances Owed, By Status

- Intake: Intake Pipeline board

- Sessions: Calendar, Notes To Finish

Google Sheets tracker

Dashboard, Clients, Intake, Sessions, Billing and Lists tabs. Dropdowns keep entries consistent, and formulas calculate session counts, days since last session, balances owed, paperwork progress and days outstanding. The dashboard highlights money owed, clients due for a check-in, notes still to finish and sessions not yet invoiced.

What you'll get (instant download, one ZIP)

- Google Sheet tracker (.xlsx; open it in Google Sheets or Excel)

- One-page Setup Guide (.docx and .pdf) with the clickable "Duplicate" link to the Notion template

- Illustrated Notion walkthrough (PDF) and a backup CSV kit (4 CSVs + database structure doc), if you'd rather build the Notion version by hand

Good to know

- Fictional sample data (names marked SAMPLE) shows how everything works. Delete or replace it when you're ready.

- You'll need your own Notion and/or Google account.

- The images are previews made with the fictional sample data. Menu wording in Notion or Google Sheets may differ slightly.

- This is a digital product; no physical item will be shipped.

Fine print

Not HIPAA-compliant storage. Not an EHR. Not legal or clinical advice. This is an organizational template only. Keep client data wherever your own compliance obligations require.