Free Private Practice Planner Printable PDF

The Private Practice Planner is a free 17-page printable PDF for therapists in private practice. It includes enquiry form, client list, client admin cards, session log and services & prices, in A4, US Letter and a hyperlinked digital version. Every page is undated, so you can start on any day and print as many copies as you need.

Keep the business side of your practice organized with this private practice planner. Track enquiries, sessions and fees by client ID, manage billing, plan your week and set practice goals.

What's inside the private practice planner

Enquiry Form
Client List
Client Admin Cards
Session Log
Services & Prices
Weekly Schedule
Enquiry Log
Billing Tracker
Practice Goals
Invoice Tracker
Income & Expenses
Yearly Overview
Notes

See every page

All 17 pages of the US Letter version, exactly as they print. Tap a page to see it larger.

1. Cover
2. This Planner Belongs To
3. Contents
4. Enquiry Form
5. Client List
6. Client Admin Cards
7. Session Log
8. Services & Prices
9. Weekly Schedule
10. Enquiry Log
11. Billing Tracker
12. Practice Goals
13. Invoice Tracker
14. Income & Expenses
15. Yearly Overview
16. Notes
17. Thank you page

Who this private practice planner is for

This planner is for therapists, counselors, dietitians, speech therapists and other professionals running a small private practice. It suits clinicians opening their first practice and established practitioners who handle their own admin. It covers the business side of practice, from enquiries and billing to goals and yearly income, while keeping clinical notes separate and private in your own secure system.

How to use your private practice planner

Record every new enquiry on the enquiry form and enquiry log, noting how they found you. Keep a simple admin card for each client with contact and billing details, and log sessions by date. Set your session fees and packages. Plan the weekly schedule. Track insurance or private billing on the billing tracker. Write business goals for the year, track invoices, record income and expenses and review the yearly overview.

Formats included

A4 PDF

For printing in most of the world (210 × 297 mm).

US Letter PDF

For printing in the US and Canada (8.5 × 11 in).

Digital PDF

Hyperlinked tabs for tablets and PDF annotation apps.

Ready to start?

Free download

Private Practice Planner questions

Is this for clinical notes?

No. It covers admin and business tasks; keep clinical notes in your secure records system. Look for the "Notes" page in the 17-page private practice planner. Every page is undated, so you can start any day and reprint a page whenever it fills up.

Can I track enquiries?

Yes. There is an enquiry form and enquiry log. Other pages in the 17-page private practice planner include "Enquiry Form", "Client List" and "Client Admin Cards", so related notes stay together. Every page is undated, so you can start any day and reprint a page whenever it fills up.

Does it help with billing?

Yes. There is a billing tracker. Look for the "Billing Tracker" page in the 17-page private practice planner. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet. Every page is undated, so you can start any day and reprint a page whenever it fills up.

Is the Private Practice Planner really free?

Yes, the Private Practice Planner is completely free for personal use. Download the 17-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. FolarraStudio is free to use. In the future, a few clearly labeled ads may help keep it free.

What size is the Private Practice Planner?

The Private Practice Planner comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 17 pages.