
Client Roster + Session Calendar
Roster status, session calendar, and a non-clinical admin intake checklist.
Notion templates for the business side of therapy: who’s on your roster, what’s on the calendar, which packages are paid, and who’s waiting. Works on Notion Free.
Digital download. Checkout via our Etsy shop.
Ready-made dashboards and views, so the admin lives in one quiet place.
Client status at a glance, with an “Active clients” view and a board by status.
A session calendar with “This week” and “Needs scheduling” views.
Track prepaid session blocks and log payments in a simple tracker.
Keep people in order with outreach cadence views, so no one is forgotten.

Previews are cropped, blurred, and watermarked, with fictional sample data. The download includes the full Notion setup, views, and step-by-step instructions.
Ops only. Not an EHR and not a HIPAA-compliant product. Keep clinical notes in your clinical system.

Roster status, session calendar, and a non-clinical admin intake checklist.

Prepaid session blocks, a payment log, and waitlist pipeline views on Notion Free.

Both packs, plus a CE / license-renewal hour tracker, quarterly marketing checklist, and Canva Free intake brief.
Everything in one Notion workspace you own and can edit.
Get the Practice Ops OS · $32.99Questions? ethan.butler@forgehqtx.com