Work & business
Therapist Private-Practice Admin Bundle
Essential clinical documentation and administrative tools for independent practitioners
- 10 pages
- A4 + US Letter
- Spreadsheet
A comprehensive set of professional printable templates and a financial spreadsheet designed specifically for independent therapists and counsellors.
Price and availability
Price: £13.99GBP
- Formats
- PDF (A4 + US Letter) · Spreadsheet (.xlsx)
- Pages
- 10 in each paper size
- Delivery
- Instant digital download
At a glance
- Professional clinical session note templates
- Comprehensive client onboarding and intake checklists
- Supervision and CPD logs for accreditation requirements
- Financial tracking tools including an automated spreadsheet
- Clean, distraction-free design in a calming sage palette
Look inside
Real pages from the PDF
Rendered from the actual file. Select a page to see it larger.
What it helps with
Running a private therapy practice requires a delicate balance between clinical excellence and robust administration. This bundle provides the essential tools you need to manage your practice professionally, without the recurring costs of expensive software. Designed by experts for independent practitioners, these templates ensure you stay organised from the first enquiry to the final session.
The kit includes everything from clinical record-keeping and supervision logs to financial tracking and onboarding checklists. Each page is designed to be clear, professional, and easy to use, helping you maintain high standards of documentation while protecting your time. Whether you are just starting your practice or looking to streamline an established one, these tools provide a consistent framework for your administrative tasks.
In addition to the printable PDF templates, you will receive an editable spreadsheet for tracking income and expenses, making tax season significantly less stressful. Focus more on your clients and less on the paperwork with this essential practice-management toolkit.
Made for
Independent therapists, counsellors, and psychotherapists managing their own private practice.
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Questions
Before you buy
Is this bundle suitable for UK-based therapists?
Yes, it uses British English and includes sections for GP details and GDPR compliance, which are standard for UK practice.
Can I use these templates for online therapy?
Absolutely. The forms include sections for 'mode of session' to account for Zoom, telephone, or in-person work.
Does the spreadsheet calculate totals automatically?
Yes, the included Excel file features automated formulas to sum your income and expenses for easy financial reporting.
How do I get the files?
Straight after payment you'll get a download link. Nothing is posted.
Which paper sizes are included?
The PDF comes in both A4 and US Letter. The spreadsheet is a separate .xlsx file for Excel, Google Sheets or Numbers.
What am I allowed to do with the files?
Every PDF comes in two versions, A4 and US Letter, in the same download.
How do I get help?
Send us a message through the contact form, about a product, a download or anything else. We reply by email. Contact us
