Stop rebuilding paperwork for every client. This Wellness & Personal Services Operations Template Bundle gives you a complete, professional system of 70 editable templates (Word + Excel) to run smoother sessions, reduce no-shows, and deliver a consistent client experience.

Includes everything you need across 10 areas:
Client intake & consent (intake, informed consent, PAR-Q, lifestyle questionnaire, privacy notice, photo release, minor consent, welcome packet)
Scheduling & payments (booking/reminder scripts, cancellation/no-show policy, waitlist tracker, membership/package terms, payment authorization, gift certificate, refund policy)
Session delivery & quality (session notes for coaching/bodywork/training, program plan, progress tracking, pre/post-session checklists, education handout, QA checklist)
Retention & communication (follow-ups, rebooking scripts, check-ins, feedback survey, testimonials, referral program, reactivation)
Marketing & lead gen (ICP worksheet, service menu, pricing sheet, content + promotions calendars, campaign brief, lead tracker, DM scripts)
Plus operations & sanitation, staff onboarding/training, finance/admin, risk policies, and offboarding/referral templates.

Instant download. Fully editable. Perfect for wellness studios and solo providers (massage/bodywork, coaching, personal training, yoga/Pilates, esthetics, recovery, and more).