Business management essentials for studios and practitioners

Client intake and forms

• A new client intake form with contact details and goals.
• A health history or readiness questionnaire suited to your modality.
• A consent or waiver form. Have it reviewed for your location and practice.

Clear policies

• Cancellation and late arrival policy, with the notice period stated plainly.
• Package and membership terms, including expiry and pausing.
• Refund policy, written so a client can understand it in one read.

A simple email journey

• A welcome email for new clients: what to bring, where to park, what to expect.
• A follow up after a first visit that invites a second booking.
• A gentle check in for clients you have not seen in a while.

A pricing menu that sells for you

List your offerings from most to least popular, lead with what is included, and make the next step obvious. A good intro offer gives new clients an easy yes.

A monthly business rhythm

Once a month, review bookings, revenue, and which marketing brought people in. Plan next month's content, offers, and any workshop or seasonal event. Small, regular reviews beat a once a year scramble.

Where to start

Pick the one gap above that costs you the most time or clients, and fix that first. Then keep your marketing steady with our social media management guide.