Clients
Therapy Practice
Weekly session schedule, SOAP session notes and a monthly caseload and billing log, with client codes only.
- Session Scheduleevery week
- Session Notes (SOAP)40 pages
- Caseload & Billingevery month
Work
Therapist Planner 2027 for sessions, notes and billing
A counselor and therapist planner with a weekly session schedule, SOAP session note templates, a monthly caseload and billing log, practice goals and self-care pages. Client codes only.
A planner for therapists, counselors and speech, occupational and other therapists: a weekly session schedule, 40 SOAP-style session note templates, a monthly caseload and billing log, business goals and income pages, contacts and a wellness section for your own self-care. Every page uses client codes, never names.
- 214 linked pages in the sample
- Free preview before you pay
- $12 once, or unlimited on Pro
Real pages from this therapist planner
Rendered by the same engine that builds yours, in the Sage Botanical theme for iPad portrait.
What's inside
The pages, section by section.
Each section gets its own side tab. You can switch any of them off, or add sections from other planners, in the builder.
Biz
Business
Business goals, income & expenses, clients, launches.
- Business Goals1 page
- Income & Expensesevery month
- Client Tracker3 pages
- Launch Plan4 pages
People
Contacts & Dates
Contacts, birthdays and key info.
- Contacts2 pages
- Birthdays & Anniversaries1 page
- Important Info1 page
Well
Wellness
Wellness tracker, year in pixels, self-care menu.
- Year in Pixels1 page
- Self-Care Menu1 page
- Wellness Trackerevery month
Plus the linked calendar every planner has
Cover and contents · 2 pages
A cover with your name and a linked contents page that every tab returns to.
Year overview · 1 page
The whole year on one page. Tap any date to open it.
Year goals · 1 page
Your goals and their milestones in one place, filled in by the AI if you use it.
Monthly calendars · every month
A month grid with a focus list and notes. Every date links to its day or week.
Weekly pages · every week
One page per week with your weekly goal actions and priorities.
Notes · 20 pages
Lined, dotted, grid or blank pages. You choose how many, up to 100.
The sample above comes to 214 pages over 12 months. Yours changes with the months, sections and notes pages you choose.
Who it's for
Who reaches for this one
- Counselors and psychotherapists in private practice
- Speech, occupational and physical therapists
- Trainee therapists logging sessions
AI goal planning
Goals people plan with it
Type a goal like one of these and the AI breaks it into a milestone for each month and a small action for each week, then prints them on your month and week pages. You read and edit every line before you download.
Your goal
Finish notes within 24 hours of every session
12 monthly milestonesWeekly actionsA motto each monthYour goal
Keep caseload at 20 clients
12 monthly milestonesWeekly actionsA motto each monthYour goal
Take one full day off every week
12 monthly milestonesWeekly actionsA motto each month
Guide
How to use a therapist planner
A therapist planner handles the admin around sessions: who you're seeing, whether notes are done, what's been billed. It sits alongside your official records system, not instead of it, and every page uses client codes.
Set up client codes first
Decide on a coding system (initials plus a number, for example) and use it everywhere in the planner. Keep the key somewhere separate and secure.
Fill the week's session schedule
One page per week with day and time, client code, session type, and columns for notes filed, billed and follow-up.
Draft notes in SOAP format
Subjective, objective, assessment and plan. Use the planner for working notes, then file the official note in your practice system.
Close the month with billing
The caseload page tracks sessions, payer, invoiced and paid for each client code, so unpaid sessions are easy to spot.
Protect your own wellbeing
The wellness section has a self-care menu and monthly tracker. Therapists need recovery time too.
What to include in a therapist planner
A therapist planner needs scheduling, notes and billing, kept private. This one includes:
Calendar
Weekly and monthly pages
Dated month calendars and a weekly page with your goal actions. There are no daily pages; the weekly session schedule covers each working day.
Clients
Therapy Practice
A weekly session schedule, 40 SOAP session note templates and a monthly caseload and billing log.
- Session Schedule · every week
- Session Notes (SOAP) · 40 pages
- Caseload & Billing · every month
Biz
Business
Practice goals by quarter, monthly income and expenses, a client tracker and launch plans for groups or workshops.
- Business Goals · 1 page
- Income & Expenses · every month
- Client Tracker · 3 pages
- Launch Plan · 4 pages
People
Contacts & Dates
Contacts for referrers, supervisors and colleagues, birthdays and an important-info page (hints only).
- Contacts · 2 pages
- Birthdays & Anniversaries · 1 page
- Important Info · 1 page
Well
Wellness
Year in pixels, a self-care menu and a monthly wellness tracker for you.
- Year in Pixels · 1 page
- Self-Care Menu · 1 page
- Wellness Tracker · every month
Every section can be switched off in the builder, and sections from other planners can be added.
Digital vs printable therapist planner
Digitally, the planner lives on your own device and in your own note app. We never see what you write. Use your device's passcode and follow your practice's rules on where working notes can be kept.
Printed, keep it in a locked drawer like any paper record. Many therapists print the weekly schedule only and keep notes digital.
- Digital sizes
- iPad portrait, iPad landscape, Android portrait, Android landscape, E-ink
- Printable sizes
- A5 print, A4 print, Letter print, Half letter
An example week in a therapist planner
One goal, followed through a single week. The milestone and weekly actions are the kind of lines the AI goal step writes onto your month and week pages; the daily notes are what you add by hand.
Goal
Finish notes within 24 hours of every session
Milestone for October
Every note filed within a day for the whole month
This week's actions
- Block 15 minutes after each session
- Tick 'notes filed' before leaving each day
- Check the caseload page on Friday
- MondaySix sessions. Notes filed for five; the last one first thing Tuesday.
- TuesdaySOAP draft for client R12, filed in the practice system by noon.
- WednesdaySupervision. Wrote two questions in the meeting notes beforehand.
- ThursdayAll notes filed same day. Booked a lunch walk on the self-care menu.
- FridayCaseload: two sessions not yet invoiced. Sent both.
Formats
Download it for your device.
Every format is included in the price. Switch between them and download again whenever you like.
iPad — Portrait
GoodNotes, Notability, Noteshelf, Xodo, Collanote, ZoomNotes
iPad — Landscape
GoodNotes, Notability, Noteshelf, Xodo
Android tablet — Portrait
Samsung Notes, Penly, Flexcil, Xodo, Noteshelf
Android tablet — Landscape
Samsung Notes, Penly, Flexcil, Xodo
E-ink tablet
reMarkable, Kindle Scribe, Boox, Supernote
Printable — A5
Print at home or at a print shop, fits A5 binders
Printable — A4
Print at home on standard A4 paper
Printable — US Letter
Print at home on US Letter paper
Printable — Half Letter
Fits Happy Planner classic and half-letter discs
Theme
Starts in this look.
Sage Botanical
Soft greens and leafy calm for a slower, grounded year.
Prefer something else? Pick from 13 themes, including dark mode and an e-ink theme, and change the accent colour.
See all themesIs it HIPAA compliant?
A planner can't be compliant on its own: that depends on how you store and use it. The pages are designed for client codes rather than names, and the file lives on your own device, not on our servers. Follow your licensing board's and employer's record-keeping rules, and keep official clinical records in your approved system.
Does it work for speech or occupational therapists?
Yes. The session schedule, SOAP notes and caseload pages work for any therapy discipline. Rename columns by writing over them, or add notes pages for your own forms.
Is there a free therapist planner?
You can build this therapist planner and flip through every page in your browser for free, with a watermark. The tabs and links work in the preview, so you can check the layout before you pay. The clean PDF is $12 once, or included in Pro at $49 a year for unlimited planners. There is no free download of the full planner.
Does it work with GoodNotes, Notability, Samsung Notes and e-ink tablets?
Yes. Download the iPad size for GoodNotes, Notability, Noteshelf, Xodo, Collanote or ZoomNotes; the Android size for Samsung Notes, Penly, Flexcil or Xodo; or the E-ink size for reMarkable, Kindle Scribe, Boox and Supernote. The links work in any app that follows PDF links, usually in read mode rather than pen mode. Every size is included in the price.
Can I print the therapist planner?
Yes. Choose A5, A4, US Letter or Half Letter in the builder for a printable PDF with a wider inner margin for hole punching. Printable and digital sizes come with the same purchase, so you can use the therapist planner on a tablet and print the pages you want on paper.
Is the therapist planner dated or undated?
Dated by default, starting in January 2027. You can pick any start month and year (including this month), a length from 3 months to 5 years, and Monday or Sunday weeks. Or switch to undated and write the dates in yourself, so a skipped week isn't wasted.
Does the AI fill in the therapist planner for me?
Only the goal parts, and only if you want it to. Type up to six goals and the AI writes a milestone for each month and a short action for each week onto your month and week pages, plus a motto for each month. You can edit every line before you download. Everything else, from the calendar pages to the trackers, is yours to fill in by hand. You can try it 3 times a day without an account.
How many pages is the therapist planner?
With the default settings it comes to about 233 pages. That includes 12 month pages, 53 weekly pages, the Therapy Practice, Business, Contacts & Dates and Wellness pages and 20 notes pages. Switching off sections makes it shorter, and the builder shows the total as you change things.
Make it yours in about a minute.
Set your dates, device and goals, flip through the preview free, and pay only when it's right.
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