HoldSpace for energy healers

A client sits down for a second session. Before they say a word, you already know: the tightness they could not name, the quiet they asked for, the line they said at the door. You pick up where you left off.

That is what notes are for in this work: not for a board or an insurer, but for the next time. Do energy healers keep written records of client sessions? Usually nothing requires you to. This page is for the energy healing practitioner who wants to remember anyway.

Do you have to keep records at all?

In most places, no. Reiki, sound healing, breathwork and the practices around them are largely unregulated. No board tells you what to write down, how long to keep it, or in what shape.

That is freedom, and it is also a gap. Without a rule, records exist only if you decide they should. The reason to decide yes is not legal: a client who returns after four months expects you to remember what they brought, and forty sessions later your memory is not what it was in the room.

So think of notes here as a journal nobody reads but you. They are the difference between a second session that picks up the thread and one that starts from nothing.

Notes without a clinical vocabulary

Most holistic practitioner software is still built around a medical record: a complaint, an assessment, a plan. Those fields make you write about a person as if you were diagnosing them. What matters in your room has no field: what they brought in, what shifted and where, what they said at the door.

Here you just talk. The session ends, you press the microphone and say what happened, the way you would tell a colleague. Moments later it is text on their card, waiting for next time. The sound itself is never kept.

When you want it tidier, ask for a structured version. The software rewrites the note so it is easy to scan and keeps your own words beside it. Nothing ever refuses to save, because there are no fields to fill, and every earlier version is kept.

Over time the notes, the sessions and the forms a client filled in become one timeline you can search. There is also Client Journey: a short story of each client’s path, written by AI from what you said. Some practitioners use it; some never open it.

What you ask before a first session

A form built for a physiotherapist asks about medications, surgeries and a referring doctor. A reiki client reading it wonders what they have walked into.

Here you write your own intake questions, in your own voice. “What do you hope to get from this?” is a good first one. Answers can be short or long, yes or no, a choice or a rating, and nothing medical appears unless you put it there. The client opens a link, answers without an account, and it lands on their timeline, so you walk into the first session already knowing why they came.

Booking is just as light. A client opens your link, sees times in their own timezone, picks one, and is done: no account, no password, no app. They can cancel from the email they already have.

Every booking and every form also records that the client agreed to what they were shown. You never think about it, and it is there if you ever need it.

Keeping it private

People tell energy healers things they have not told their doctor. Often the whole reason they came is that this room is not a clinic. Nobody regulates that trust: it is yours to keep, and it deserves to be kept well.

So your records live on our own servers in the EU, on an encrypted volume. We do not sign a BAA or claim HIPAA compliance, because we are not a medical vendor and would rather not pretend. If a venue or an insurer needs a BAA from your software, SimplePractice or Jane are built for that.

Your records stay yours to take: one file, whenever you want, with clients, sessions, notes and their versions, form answers and consent records. Delete a note by mistake and it waits in an archive for thirty days; write to us and we will bring it back.

If you are just starting out

Most people who find this page are not switching software. They are opening a practice, and their questions are about insurance, licences, prices and first clients. Those answers depend on where you are and what you call your work, and a software company guessing at them would not help you.

What we can say is that the notes can start now, for free, before any of that is settled. HoldSpace was built by a bodywork practitioner for exactly this: keeping the thread between sessions. Start talking after your first sessions and the habit is there before you are busy; it is much harder to begin at client forty.

Why this exists is in why we built it; how notes work with no clinic to write them for is in session notes without the clinic.

What it costs to try

The free plan does not expire and does not ask for a card. It has limits, not an end date, and the limits are on the pricing page, next to the paid plan. A practice with a few regulars can stay on it as long as it likes.

Try it tonight. After your last session, press the microphone and say what happened, the way you would tell a friend who works like you do. Tomorrow morning, read it back. If it sounds like you, you will know what the rest of it is for.

Weighing us against the products practitioners end up with by default? ClinicSense, SimplePractice and Jane each have their own comparison, with the day their pages were read.

Questions practitioners ask

Do energy healers keep written records of client sessions?
Some do and many do not, because in most places nothing requires it. The reason to keep them is practical rather than legal: a client who returns months later expects you to remember what they brought the first time. If you do keep notes, they can be in your own words rather than in a clinical form.
What goes in reiki client notes?
Whatever you would want to know before the next session: what the client came with, what happened during the session, and what they noticed or said afterwards. There is no required structure and no clinical vocabulary to satisfy. Here you dictate that in your own words after a session; the text is kept and the audio is not.
Do I need a client intake form for reiki?
Nothing obliges you to use one, but most practitioners ask a few things before a first session: what the client hopes for, whether there is anything to avoid, whether they have done this before. Here you write your own questions with no medical fields required, send the form as a link, and the client fills it in without creating an account. The answers land on that client's timeline.
Do you need a license to do energy healing?
It depends on the country, sometimes on the state or city, and on what you call what you offer. Energy healing is largely unregulated in many places, but local rules on registering a business and on making health claims still apply. We are not lawyers; check with a practitioner association or a legal adviser where you practise.
What should I charge for a session?
That is yours to set, and it depends on where you practise, your experience and what people around you already pay for similar work. We do not set or suggest session prices. Asking two or three practitioners in your area is a better guide than any software company.
Is there a free plan?
Yes. The free plan does not expire and does not ask for a card; it is limited by how much you use rather than by time. The exact limits are on the pricing page next to what the paid plan costs.

Try it with one client

The free plan does not expire and does not ask for a card. Add the client you saw this morning and write the note you would have written anyway.

Start on the free plan