Boutique Wellness Program OS
Never lose track of what happens between client sessions.
Turn session notes into a polished client action plan in about 15 minutes, without rebuilding it from scratch. Built for health and wellness coaches and holistic or functional nutrition practitioners who run multi-session or 6–12 week programs, whether you’re seeing your first clients or you’ve outgrown Google Docs and spreadsheets.
Three jobs, done in one place
Build and update client action plans without starting over
Every action item lives in one Protocol Builder. Change a line and your client’s plan updates with it.
Know what changed and what you promised
Session logs, weekly check-ins and change notes show what changed, why, and what needs review.
See every open task and follow-up
Your Command Center shows today and this week: sessions, plans due, follow-ups owed and programs ending soon.
One simple loop after every session
Session
Log what happened and tick the actions it created.
Follow-up
Open actions show on your Command Center until you mark them done.
Updated protocol
Change your client’s action items. A note records what changed and why.
Client action plan
Copy the approved items into a polished plan. Client, dates and your details fill in with a few clicks.
Everything you get
| Part | What it does for you |
|---|---|
| Practitioner Command Center | Answers “What do I need to do today?”: today’s sessions, plans due, follow-ups owed, check-ins and protocols to review, programs ending soon. |
| Clients | A client list plus a ready-made page for each client. |
| Practitioners | Enter your name and contact details once; they print on every plan. Small teams can add more practitioners. |
| Sessions | A session log that labels itself, with action tags and focus-area counts. |
| Protocol Builder | Every client action item, sorted by time of day, phase or category. |
| Client Action Plan | A 9-section printable plan with a click-to-fill header. |
| Weekly Check-Ins | What each client reported, with review and follow-up flags. |
| Follow-up tracking | Your “I owe” list and open actions from each session. |
| Example client + Quick Start | A filled-in example client and a one-page path to your first plan. |
| Bonus: Client Resource Pack | Five client-ready worksheets and guides. |
A protocol here simply means the list of action items you give a client. The template includes no protocols, supplement brands or doses. You add your own recommendations.
Made for non-clinical wellness practices
A good fit if you
- Coach clients through multi-session or 6–12 week programs
- Are setting up your first client system, or replacing scattered notes and docs
- Want professional-looking plans without a monthly software bill
- Work solo or with a small team
Not the right fit if you need
- Medical records, diagnosis or insurance billing
- Payments, scheduling or telehealth built in
- A client login portal or messaging
- Complex automations
About client information. This template is an organizing tool. It is not a health record system and is not set up for medical records or diagnoses, so keep those in a system built for them. Privacy rules for client information vary by location; check what applies to your practice.
12 months of updates to your version
Your purchase includes bug fixes and improvements to the version you bought for 12 months. Major new versions or add-on modules may be sold separately.
Notion doesn’t let us change your copy directly. When an update is ready, we email you a new template link, and you can move your entries into it if you choose.
For one practitioner or one business
Use it in your own practice, with your own team. Please don’t resell, share or redistribute the template or its link.
Frequently asked questions
Do I need a paid Notion plan?
No. The template works on Notion’s free plan. You only need a free Notion account.
I’ve never used Notion. Can I still set this up?
Yes. The one-page Quick Start walks you through copying the template and making your first client plan. Instructions are also built into the pages where you need them.
Can I use it on my phone?
Yes, through the Notion app. Setup is easiest on a computer, then you can check your Command Center and log sessions from your phone.
How do I get the template after I buy?
You’ll get an email from Payhip with a delivery PDF. It holds your template link and the Quick Start.
Can my team use it?
Yes, within one business. You can add more practitioners, and each one’s details print on the plans they create.
Does it include protocols or supplement recommendations?
No. It gives you the structure. You add your own recommendations, in your own words.
What if I get stuck?
For 14 days after purchase, we’ll help you get set up and working. Just email us. Because this is a digital product you keep, all sales are final. See our policies for details.
Educational resource only, not professional, legal or medical advice. Requirements vary by location; consult a qualified professional for your situation. The Practice Manual is independent and not affiliated with or endorsed by Notion or Payhip.
Start organized today
One payment. Works on free Notion. Your first client plan in about 15 minutes.
Launching soon. Join the list (and get the free worksheet) to hear first when it opens at the founding price.