All-in-one software for health & wellness professionals

Whether you charge on a recurring basis, collect an up-front deposit, or want to bill clients on specific dates, our health and wellness coach invoice templates have you covered.

Start from a template, make it your own, and customize for any of your clients, instead of starting from scratch every time. Our health and wellness coach invoice templates allow you to provide a tailored invoice where your clients will view your itemized services, packages, or any other combination of your pricing.

Working within the health and wellness industry means you need to make sure to protect yourself with legally binding contracts. Start with one of our health and wellness coach contract templates to quickly craft auto-populating, online contracts and let clients accept and sign from any device.

Use one of our provided health and wellness coach contract templates and add any existing legal language you may have for your business. Our contracts can auto-populate specific fields to save you time and make sure you never have to manually update a contract with specific info again! We always recommend reviewing your health and wellness coach contract template with your attorney, to make sure you’re totally covered.

Sell your packages, add-ons, and other services to clients with brochure templates for health and wellness coaches. Brochures are flexible, totally customizable documents that can function as welcome packets, pricing lists, quotes, testimonials, questionnaires, progress guides, worksheets, and more.

Essentially, a wellness and health coach brochure template allows you to present information, including images, to clients and capture a response from them, whether it be a service selection, answering questions, or requesting more information. This is done easily and quickly within our health coach software.

Convert inquiries into booked clients with proposal templates designed especially for health and wellness coaches. Proposals combine invoice, contract, and payment into one simple clientflow, so that you can skip the back and forth and get paid faster.

Creating a customized proposal is easy — simply start from a template and pull in the services for your client along with your preferred health and wellness coach contract template.. You can customize all your health and wellness coach proposals before sending so that it meets each client’s needs. Once you send your health and wellness coach proposal, your clients can review, accept and sign the contract, and pay to get started with their health and wellness journey with you!

Collecting information from prospective clients is something most coaches find invaluable. Learn more about a client’s needs and collect feedback from them with questionnaire templates for health and wellness coaches. If you already email your clients a list with the same set of questions, all you’ll have to do is start from your health and wellness coach questionnaire template, drop in your questions, and send it on, quick and easy. You can reuse your template for each client and make quick adjustments for personalizations.

Health and wellness coach questionnaire templates help you ask the right questions and get the information you need to meet your clients’ needs and collect feedback about their wellness and health needs. Instead of sending back-and-forth emails, health coach questionnaire templates are more efficient and professional. You can save as many questionnaire templates as you’d like!