Private Practice · Business Systems · Organization
Tools and Templates Built for the Business Side of Private Practice
Built for your business behind your practice: organized, functional, and yes, they look good too.
Notion is a free, all-in-one workspace where you can organize everything that doesn’t belong in your EHR: think project tracking, business planning, content calendars, SOPs and more. It’s endlessly flexible, can be pretty, and once it’s set up? It runs smoothly.
The only problem is the setup. Starting from scratch in Notion is a black hole of blank pages and decision fatigue. That’s where these templates come in that are built, organized and ready for you to customize.
A done-for-you Notion dashboard built for the day-to-day reality of running a solo therapy practice. Open it every morning. Run your day. Close it every night knowing nothing fell through the cracks.
What’s included:
One Page: everything lives in one clean dashboard, nothing buried in sub-pages except your active project work
5 Functional Databases: Brain Dump, Today’s Tasks, Inquiry Log, Daily Session Log, Content Pipeline, and Product & Blog all live on one page and accumulate over time
PHI-Free by Design: No client names, session details, or clinical records stored here
Built for Notion’s Free Plan. No paid subscription required
Canva-Brandable Templates Included. Customize every cover and divider to match your brand in minutes
The complete business operating system for solo private practice therapists. The Therapist Business Brain is a done-for-you Notion workspace covering every area of your practice, from business setup and legal to finance, client systems, branding, and daily operations. Stop managing your practice from scattered documents and sticky notes. Everything lives here.
Includes:
7 fully built sections
Daily dashboard with goals, tasks, and reminders
Pre-built Google Sheets income, expense, and subscription trackers
Waitlist manager
Policy and SOP templates written for therapists
Canva-brandable covers and dividers
Resource black book
Your complete reference guide for building, customizing, and launching your therapy practice website on Squarespace 7.1. The Squarespace Companion is a done-for-you Notion workbook covering every part of the website-building process, from initial site setup and design through page content, blog and course content, store and commerce, marketing, and final launch. Stop guessing what setting lives where or copy-pasting CSS from ten different blog posts. Everything lives here.
Includes:
6 fully built sections covering the entire Squarespace setup process
Workbook templates for pages, blog posts, course lessons, and events
Product listing templates for physical, digital, service, and gift card products
Verified CSS snippets placed directly in the feature they customize
Final launch checklist covering every category before you go live
Favorite Squarespace resources and plugin recommendations
COMING SOON!!!
Three more Notion templates:
1. Referral Network and Relationship Tracker
2. Content Marketing Hub for Private Practice
3. 90-Day Private Practice Launch Planner
Canva is a free design tool that makes creating professional graphics, social media content, and client materials accessible to anyone. For therapists in private practice it is one of the most used tools in the business toolkit. The right templates mean you can show up consistently online without spending hours on content creation.
Over 1.5 hours of video tutorials built specifically for clinicians in private practice covering everything from Canva basics to AI-powered design tools.
10 chapters of step-by-step video tutorials
Canva mock-ups for your product (5 IG square post and 5 IG story)
100 Canva Short Cuts Cheat Sheet
21 bonus Canva hacks included
Works with Free and Pro Canva accounts
MRR + PLR resell rights included, so rebrand and resell as your own