Client Onboarding and Welcome
Therapy Onboarding Workflow Map
Use this as your visual guide to create a smooth, supportive experience from first contact to the start of therapy.
Therapy Orientation Guide
Help clients feel more comfortable and informed as they begin their therapeutic journey.
Client Intake Forms
A series of intake forms including client information, medical & mental health history, therapy goals and family history.
Services and Pricing Guideline
Use these templates to create a Services and Pricing Guide to explain your services to potential clients.
Pre-Therapy Journal Prompts
A journal of reflection prompts to prepare your client for their first therapy session
First Session Questions List
A curated collection of questions to support your first session
Client Tech and Access Guide
Make your clients feel comfortable and ready for their virtual therapy sessions
Client Welcome Letter
Here’s a welcoming and friendly client welcome letter template for you
Therapy Services and Policies Guide
A guide to explain your services and policies to your clients
Client Welcome Packet
Create a Client Welcome Packet to welcome new clients and let them know what to expect.