01What to ask on an intake form before the first session
Seven intake form questions to ask before a first session, each with a line on why it is there, and what to leave off. For bodywork, reiki, coaching, tarot and more.
Session notes6 min read
Blog
Notes for people who hold space
Session notes, client history and a calmer practice — written for practitioners who see the same people more than once and do not bill insurance.
02A session notes template for practitioners: walk back through the session
A session notes template for practitioners who work one to one: seven lines that walk back through the session in order, two example notes, and how to read the note before the next visit.
Session notes6 min read
03First session with a new client: what to ask, and when to book the next
What to ask a new client, what to write down after the first session, and two ways to decide on the next one — from a practitioner who works one to one.
Session notes7 min read
04Client or patient? What the word decides in your session notes
Do massage therapists have patients or clients? What practitioners say, when “patient” is the right word, and how the word you choose changes what you write in your session notes.
Session notes7 min read
05How long does a massage therapist have to keep client records? A table by state and country
How long does a massage therapist have to keep client records? It depends on who regulates you: one to seven years by US state, an insurer's condition in the UK, state acts in Australia. A table of every rule, what starts the clock, and what to do with the old folder.
Session notes14 min read
06Someone redeemed a gift certificate. Here's how to ask them back
They came on a gift, not by choice, so nothing brings them back yet. How to get massage clients to rebook without a sales script: five lines to note in the first session, one sentence at the end, one message after. Plus: can a massage gift certificate expire?
Clients6 min read
07Raising your rates: how much notice to give, what to say, and what to do about the clients you already have
How much notice massage therapists and other practitioners actually give before a price rise, what the letter should and should not say, what to do about people already booked, and one practitioner's account of the clients who had paid nothing.
Pricing14 min read
08Session notes without the clinic: do you have to keep them, and what goes in
If you're licensed, your state board asks for notes, not HIPAA. What earns a line in a session note, what to leave out, and when SOAP actually fits.
Session notes13 min read
09Why we built HoldSpace, and how it works
Practice management for holistic practitioners, shown screen by screen: how a booking arrives, how a note gets spoken instead of typed, where your data lives, and what we deliberately left out.
Product10 min read
