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The Client Care Bundle - Universal

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£9.99
£9.99
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4 templates to help you manage your clients with ease - and proper boundaries.


Your clients deserve your full presence. That's hard to give when you're scrambling to find notes, forgetting follow-ups, or winging your onboarding process.


The Client Care Bundle gives you 4 professional templates to help you manage the client journey from first contact to ongoing care — calmly and consistently.


Inside you'll find:

✓ Client Feedback Form Template

✓ Client Intake Form Template

✓ Client Progress Tracker

✓ Waiting List Manager


Who is this for?

Therapists, counsellors, coaches, and wellness practitioners who want a smoother client experience - without spending evenings building systems from scratch.


What makes these different?

These templates were shaped by real experience inside a multi-practitioner counselling service. They reflect how client management actually works in wellbeing settings - not how a generic business template thinks it should work. Clear, supportive, and respectful of both your time and your clients'.


Download instantly. Customise in minutes. More headspace for the work that actually matters.


🌍 WORKS INTERNATIONALLY: This bundle is universally applicable!

✓ US practitioners

✓ Canadian practitioners

✓ Australian practitioners

✓ All other countries: Fully customizable for your location


These are business systems, not legal documents - they work anywhere! (Legal/compliance templates sold separately as UK-specific product)


💡 Want The Complete Resource Library? It includes all bundles — and gives you lifetime access to all updates. https://payhip.com/b/xEOec

You will get the following files:
  • DOCX (8KB)
  • DOCX (8KB)
  • XLSX (10KB)
  • XLSX (10KB)