All-in-one software for health & wellness professionals

Manage inquiries, client communication, payments and more — all in one place.

No credit card required
All-in-one software for health & wellness professionals

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

Flexible templates help you showcase your talent, experience, and professionalism as a health coach or wellness professional.

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
  • 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 the personal touch.

Features health & wellness coaches love

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

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

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.


Combine online invoices, online contracts, and payment into one seamless experience. Proposals cut down on back-and-forth and help you book clients 2x faster.

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

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

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.


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

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

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

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

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

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
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Health and Wellness Coach Contract Templates

Protect yourself with contracts made for health and wellness coaches. Start from a health and wellness coach contract template to quickly craft auto-populating, legally binding online contracts and let clients fill and sign from any device.

Start from our provided health and wellness coach contracts or add any existing legal language you have to the templates. Our smart-fields will save you tons of time and make sure you never have to manually update a contract with client specific info again! We always recommend reviewing your health and wellness coach contract template with your attorney, to make sure you’re totally covered.

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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 health and wellness 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.

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Health and Wellness Coach Proposal Templates

Convert inquiries into booked clients with proposal templates for health and wellness coaches. Proposals combine invoice, contract, and payment into one user-friendly flow, so that you can skip the back and forth and get paid fast.

Creating a customized proposal is easy — simply start from a template and pull in the services your client is receiving from you and your preferred health and wellness coach contract template to create proposals in a snap. You can customize all your templates before sending per the client’s needs. Once you send your proposal, your clients can review, fill and sign the contract, and pay!

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Health and Wellness Coach Questionnaire Templates

Learn more about a client’s needs and collect feedback from them with questionnaire templates for health and wellness coaches. If you like to send all 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, adjust anything you’d like for a particular client or job, and send.

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. No matter what stage of the process you’re in, there’s a health and wellness coach questionnaire template to do the job. You can save as many questionnaire templates as you’d like!

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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
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
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


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?

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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.
It's free to try. We hope you do.

It's free to try. We hope you do.

93% of members would recommend HoneyBook to a friend.