{"product_id":"therapist-business-planner-spreadsheet-bundle-client-tracker-bookkeeping-practice-management-templates","title":"Therapist Business Planner Spreadsheet Bundle | Client Tracker, Bookkeeping \u0026 Practice Management Templates | Google Sheets \u0026 Excel","description":"\u003cp\u003eRunning a therapy practice means wearing a lot of hats. Between managing clients, tracking appointments, handling finances, and planning your marketing, the business side can pile up fast. This Therapist Business Planner Spreadsheet Bundle gives you a simple, organized system to keep everything in one place — so you can spend less time searching for information and more time focused on your clients.\u003c\/p\u003e\u003cp\u003eWhether you're just starting a private practice or looking for a better way to manage your current workflow, these Google Sheets and Excel templates are built for the way therapists actually work.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eOne spreadsheet. Everything in one place.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e★ What's Included ★\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eTherapist Business Command Center\u003c\/strong\u003e — Quickly view important business information, tasks, and goals in one place.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Tracker\u003c\/strong\u003e — Keep client information organized and easy to reference.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAppointment Tracker\u003c\/strong\u003e — Manage appointments, schedules, and session details.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBrain Dump Template\u003c\/strong\u003e — Capture ideas, notes, tasks, and reminders before organizing them into action steps.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDaily Checklist\u003c\/strong\u003e — Create daily priorities and stay focused on important tasks.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTask Tracker\u003c\/strong\u003e — Manage projects, deadlines, priorities, and progress.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGoals Tracker\u003c\/strong\u003e — Set professional goals and monitor progress over time.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrice List\u003c\/strong\u003e — Organize your therapy services and pricing.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBookkeeping Dashboard\u003c\/strong\u003e — Review your business financial information and track progress.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome \u0026amp; Expense Tracker\u003c\/strong\u003e — Record revenue, expenses, and business transactions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage Tracker\u003c\/strong\u003e — Track business travel and mileage.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSocial Media Post Manager\u003c\/strong\u003e — Plan therapy-related content and marketing ideas.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMarketing Tracker\u003c\/strong\u003e — Organize marketing activities and growth strategies.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCompany Budget\u003c\/strong\u003e — Plan business expenses and monitor your budget.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTime Blocking Template\u003c\/strong\u003e — Create a schedule that helps you stay productive.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTime Sheet\u003c\/strong\u003e — Track time spent on business activities.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003ePerfect for:\u003c\/p\u003e\u003cp\u003e✔ Therapists starting a private practice\u003cbr\u003e✔ Mental health professionals\u003cbr\u003e✔ Therapy office owners\u003cbr\u003e✔ Speech therapists\u003cbr\u003e✔ Massage therapists\u003cbr\u003e✔ Healthcare entrepreneurs\u003cbr\u003e✔ Small business owners\u003c\/p\u003e\u003cp\u003eOrganize Your Therapy Business:\u003c\/p\u003e\u003cp\u003e✔ Client management\u003cbr\u003e✔ Appointment planning\u003cbr\u003e✔ Business finances\u003cbr\u003e✔ Income and expenses\u003cbr\u003e✔ Marketing planning\u003cbr\u003e✔ Goal tracking\u003cbr\u003e✔ Daily organization\u003cbr\u003e✔ Practice management\u003c\/p\u003e\u003cp\u003e★ PLEASE NOTE THIS IS A DOWNLOADABLE FILE AND NO PHYSICAL ITEMS ARE INCLUDED.\u003c\/p\u003e\u003cp\u003eYou will receive 2 Sheets with this listing:\u003cbr\u003e- Google Sheets\u003cbr\u003e- Excel Spreadsheet\u003c\/p\u003e\u003cp\u003e(Please note: This printable is for personal use only and cannot be resold or given away as a freebie)\u003c\/p\u003e\u003cp\u003eWhy should I order your spreadsheets?\u003c\/p\u003e\u003cp\u003e~ Instant Download\u003cbr\u003e~ Easy to Use\u003cbr\u003e~ Includes Video Instructions\u003cbr\u003e~ They are Pretty!\u003cbr\u003e~ You can edit, customize, and use your sheet to make it your own!\u003c\/p\u003e\u003cp\u003e_______________________________________________________________\u003c\/p\u003e\u003cp\u003eRemember - this is an instant download. Nothing will be mailed to you. Please note that you'll be receiving just downloads to use on your computer.\u003c\/p\u003e\u003cp\u003e_______________________________________________________________\u003c\/p\u003e\u003cp\u003eRefunds and Exchanges\u003c\/p\u003e\u003cp\u003eHey there - so I understand sometimes we buy things and they don't look the way we planned. I don't like to do refunds, cause hey - how do I know you didn't already use it? But listen - I'm an easygoing chick, so if you have a serious concern about your order, holler at me in the messages and we can work something out.\u003c\/p\u003e\u003cp\u003ePlease understand these items are for personal use only. You can print and use, but please don't resell, reproduce, or anything else uncool.\u003c\/p\u003e\u003cp\u003eThis template is provided for informational and organizational purposes only. It is not intended to serve as medical, legal, or professional advice. Users are responsible for verifying the accuracy and appropriateness of the information recorded and for consulting with qualified professionals regarding any health or legal matters.\u003c\/p\u003e\u003cp\u003eThe creator of this template makes no guarantees regarding the accuracy, completeness, or suitability of this tool for any specific situation and disclaims any liability for damages or losses that may arise from its use.\u003c\/p\u003e\u003cp\u003eBy using this template, you acknowledge and agree to these terms.\u003c\/p\u003e\u003cp\u003e_______________________________________________________________\u003c\/p\u003e\u003cp\u003eEnough about the serious stuff….\u003c\/p\u003e\u003cp\u003eLet me know how your journey is going! I'd love to hear about your success!\u003c\/p\u003e\u003cp\u003eGood luck to you! One little step at a time!\u003c\/p\u003e","brand":"Savvy and Thriving","offers":[{"title":"Default Title","offer_id":52800981565757,"sku":null,"price":8.5,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0715\/9575\/3789\/files\/SquareShopify2700x2700EtsyThumbnailTemplate_b85d7f8f-c0a0-4559-818e-62e63ac9e17d.jpg?v=1786125533","url":"https:\/\/savvyandthriving.com\/products\/therapist-business-planner-spreadsheet-bundle-client-tracker-bookkeeping-practice-management-templates","provider":"Savvy and Thriving","version":"1.0","type":"link"}