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All-in-one software for health & wellness professionals

Provide your clients with wellness and health coaching like no other by utilizing HoneyBook’s health coach software. So much more than a CRM, our clientflow platform allows you to stay organized and streamline your client experience by managing inquiries, communication, payments, and more all in one place.

No credit card required
All-in-one software for health & wellness professionals
Streamline your entire workflow
Streamline your entire workflow

Streamline your entire workflow

Stop switching tools for every task. Use our all-in-one software to keep your health and wellness business organized.
Highlight what makes your services unique
Highlight what makes your services unique

Highlight what makes your services unique

Flexible templates help you showcase your talent, experience, and professionalism as a health coach or wellness professional.
Let clients sign, pay, and book faster
Let clients sign, pay, and book faster

Let clients sign, pay, and book faster

Quickly send invoices, contracts, and proposals online so clients can book in one step. Plus, let automatic payment reminders do the follow up for you.

Get started with templates fit for health coaches and wellness professionals

  • Gather client info with health coach questionnaires
  • Onboard new clients with health coach intake forms
  • Get contracts signed with health coach contract templates
  • Customize health, wellness, and life coach templates to fit your brand

Streamline client communication

  • Keep the back-and-forth in one place in our health coach software
  • Use templates for emails, proposals and more
  • Schedule consultations, kick-offs, check-ins and meetings
  • Invite your team so everyone’s on the same page

Manage new inquiries and existing clients on-the-go

  • Get notified when a new inquiry comes in
  • Send contracts, invoices, and proposals from your phone
  • Access documents and client details offline, anytime
  • Track payments in real time. Cha-ching!

Thinking of switching?

Grow your health and wellness business without losing personality

Features wellness & health coaches love

All-in-one clientflow platform
All-in-one clientflow platform

All-in-one clientflow platform

Stop switching tools for every task. Keep everything — client communication, documents, payments, scheduling, and more — in one organized place.
Lead and project tracking
Lead and project tracking

Lead and project tracking

Funnel prospective clients from your website, Facebook ads, and email directly into HoneyBook. From there, easily follow up and track projects from end-to-end.
Online invoices
Online invoices

Online invoices

Make it easy for clients to pay you. Set a fixed payment schedule or charge on a recurring basis. Plus, let automatic reminders do the follow-up for you.
Proposals
Proposals

Proposals

Combine online invoices, online contracts, and payment into one seamless experience. Proposals cut down on back-and-forth and help you book clients in half the time.
Online contracts
Online contracts

Online contracts

Protect your business and capture legally binding signatures. Start from our template or add custom language, plus get notified as soon as a contract is signed.
Online meeting scheduler
Online meeting scheduler

Online meeting scheduler

Set your availability and let clients easily schedule time with you. Plus, create multiple session types, add locations and send auto-replies and reminders.
Online payment software
Online payment software

Online payment software

Accept all major debit/credit cards with processing fees as low as 2.9% + 25¢ and ACH payments with a 1.5% processing fee. We replace PayPal or Square and even work directly with you in the event of a payment dispute.
Automations
Automations

Automations

Automate steps in your process, at the cadence of your choice. Automations take the nitty gritty stuff off your plate, so you’re free to focus on growing your business.
Free file setup
Free file setup

Free file setup

Our team is here to make your transition onto HoneyBook seamless. Simply send us the documents you currently use to run your business, and we’ll set them up for free.
Client portal software
Client portal software

Client portal software

Give clients access to an organized shared workspace, where they can view all important documents so you’re always on the same page.
Payment reminders
Payment reminders

Payment reminders

Automatically send reminders to clients when they have upcoming or overdue payments, so you never have to chase down payments.
Mobile app
Mobile app

Mobile app

Work from anywhere with the HoneyBook App for iOS and Android. Get real time updates on leads, payments, and more.
Create professional documents and emails in minutes with templates
Create professional documents and emails in minutes with templates

Create professional documents and emails in minutes with templates

Start saving major time on communication with templates for health and wellness coaches.

Health and wellness coach invoice templates

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.

Free invoice templates for Coaches
Health and wellness coach invoice templates

Health and wellness coach contract templates

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.

Health and wellness coach contract templates

Health and wellness coach brochure templates

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.

Health and wellness coach brochure templates

Health and wellness coach proposal templates

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!

Health and wellness coach proposal templates

Health and wellness coach questionnaire templates

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!

Health and wellness coach questionnaire templates
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As a coach, honeybook was exactly the CRM I needed by doing almost ALL the things in one place!
Erica Antonetti
Erica Antonetti
Erica Antonetti
Success Coach
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I use HoneyBook for everything from inquiry, application, intake, questionnaire, contract, invoice, and communication. It’s a one-stop portal for all of my coaching business.
Becky Mollencamp
Becky Mollencamp
Becky Mollencamp
Business Mindset Coach
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I love it! It’s the best thing that’s happened to my booking process in years! I recommend you to all of my friends.
Joel Melendrez
Joel Melendrez
Joel Melendrez
Speaker

FAQs

What should I look for in a good health coach software?

How can client management software help my business?

What type of tools are included in a health coach software like HoneyBook?

How can HoneyBook help my health coach or wellness business?

Does HoneyBook provide templates for me to use?

Can my clients schedule a session with me using HoneyBook?

How do other health & wellness professionals use HoneyBook?

I am a masseuse, will HoneyBook fit my needs?

I am a Doula, will HoneyBook fit my needs?

I am a therapist, will HoneyBook fit my needs?

How can HoneyBook help my Personal Training business?

How do other personal trainers use HoneyBook?

I’m too busy to make the switch to HoneyBook, can you help?

Where can I find HoneyBook video tutorials?

How much does HoneyBook cost?

It’s free to try.

We hope you do.

93% of members would recommend HoneyBook to a friend.

No credit card required