Everything you need to onboard new clients professionally — without starting from scratch.
 
This complete kit gives you five ready-to-use assets that work together seamlessly, from the moment a client books to the moment they walk into their first session. Fully editable and brandable in minutes.
 
What's included:
Welcome Packet — A polished, multi-page Canva template covering your welcome letter, practice philosophy, policies, goals worksheet, supplement log, and client FAQ
Food & Mood Journal — An editable Canva template clients complete in the 3–7 days before their appointment, tracking meals, beverages, mood, and digestion
New Client Intake Form — A comprehensive Google Form covering health history, diet, digestion, hormones, lifestyle, and goals — ready to copy and customize in minutes
Follow-Up Session Form — A quick Google Form check-in clients complete before every follow-up session, so you arrive prepared and your time together stays focused
New Client Welcome Email — A done-for-you email template you send the moment a client books, with placeholder links for every asset in this kit
 
Everything is designed to work together so your onboarding feels effortless for you and polished for your clients.
 
Canva templates are fully editable in Canva free or Pro. Google Form templates are delivered as copy links — one click saves them directly to your Google Drive.