Client Intake Manager Notion Template

Meet your new aesthetically pleasing client management system - Client Intake & Notes Manager Notion Template. Your all-in-one system for organising client information, session notes, intake forms, and documents with ease.

Designed specifically for life coaches, health coaches and wellness professionals, this Notion template helps you stay organised, reduce admin overwhelm, and show up for your clients.

Spend less time juggling paperwork and more time doing meaningful work that you're passionate about. 💖

Get started today and transform the way you manage your client workflow. 

💗 TEMPLATE HIGHLIGHTS 💗

• Beautiful, simple aesthetic design
• Customisable in Notion
• Central client management dashboard
• Easy, manageable layout
• Linked databases for effortless navigation
• Automatically syncs across all devices (desktop, mobile and tablet)
• Beginner-friendly (no Notion experience required) 

💗 WHAT'S INCLUDED? 💗

• Client Intake & Notes Manager (Main Dashboard)
• Client Database
• Session Notes
• Treatment Plans
• Admin Tasks
• Document Hub
• Intake Forms
• [💖BONUS💖] Notion Banners and separators! 

💗 PERFECT FOR 💗 ✔ Life coaches ✔ Wellness & health coaches ✔ Therapists & counselors ✔ Service-based business owners ✔ Virtual & online practitioners

💗 WHY MY SHOP? 💗 The templates are designed to have an aesthetically beautiful and creative feel to them, yet make it simple and easy for first-time use. I use my creativity and experience to help create templates to work for you.

💗 FILE INSTRUCTIONS 💗 After purchase, you’ll receive an instant PDF download with a link to duplicate the Notion template into your own workspace. Please check your junk email or email me with proof of purchase if you have not received it after purchase. 

💗 TERMS OF SERVICE 💗 This is a digital product. Meaning, no physical item will be shipped! Due to the nature of digital files, no refunds or cancellations.

For personal use only. May not be resold, shared, or redistributed.

Please message me if you have any issues with your download. I’m happy to help! 

💗 ANY QUESTIONS? 💗 Feel free to message me or email me at ektcreaties222 [@] gmail [dot] com.

I try to be quick to respond and am always happy to help. 😌

Follow my shop for future updates, new templates, and exclusive discounts!

Signing out,
Ellen 💖 (EKTCreates222)