Client Manager

(Google Sheets only) only available at the moment, will soon be available in Excel. You can purchase now and you will receive future updates for this product, as long as it remains supported.

Introducing the Client Management Template for Google Sheets: Your Ultimate Solution for Comprehensive Client Oversight!

Empower your practice with our Client Management Template – a meticulously crafted tool designed to redefine client management, offering an array of features that streamline your workflow and maximize efficiency.

Key Features:

• Dashboard: Centralize your insights. The Dashboard tab provides a comprehensive overview of your practice, allowing you to review key metrics and client data at a glance.
• Goals: Track and manage client goals efficiently. The Goals tab helps you set, monitor, and review progress, ensuring each client stays on track.
• Contact Log: Maintain clear communication. The Contact Log tab records all interactions with clients and their families, ensuring seamless communication and documentation.
• Attendance Tracking: Keep accurate records. The Attendance Tracking tab helps you monitor client attendance, ensuring consistent engagement and identifying any patterns.
• Data Tracking: Simplify data management. The Data Tracking tab allows you to input and analyze client data effortlessly, supporting informed decision-making.
• Anecdotal Data Tracking: Capture qualitative insights. The Anecdotal Data Tracking tab enables you to record observational data and notes, providing a fuller picture of client progress.
• Printable Data Sheets (Horizontal and Vertical Formats): Enhance flexibility. These tabs offer printable data sheets in both horizontal and vertical formats, ensuring you have comprehensive client overviews readily available.
• Session Tracker: Streamline session management. The Session Tracker tab helps you organize and track your sessions, ensuring efficient use of time and resources.
• Session Report: Document sessions effectively. The Session Report tab allows you to record detailed session notes, facilitating clear communication and documentation.
• Chart Maker: Visualize progress with ease. The Chart Maker tab automatically generates charts, offering dynamic visual representations of your clients' journey, making it easy to track and communicate progress.

Additional Benefits:

• Automatic Scripts: Enjoy seamless updates. Our template includes scripts that automatically update titles and subtitles, saving you time and effort.
• Caseload Manager Spreadsheet: Link all your clients together. The included caseload manager spreadsheet ensures you can manage your entire caseload in one organized space.
• Summer 2024 Weekly Setup Calls: Get personalized support. Join weekly calls during the summer of 2024 to help you get set up and navigate your template.
• Access to Growing Data Sheet Packet: Stay updated. As a bonus, you'll receive access to a continuously growing data sheet packet, ensuring you always have the latest tools at your disposal.

Benefits:

• Manage Your Entire Caseload in One Spreadsheet: From intake to report, our template consolidates your client management into one organized space, promoting efficiency and simplicity in your practice.
• Holistic Overview of Each Client: The combination of data sheets, notes, and charts provides a comprehensive view of each client, supporting thorough and informed decision-making.
• Time-Saving Automation: With automatic chart creation, title updates, and more, you save time on administrative tasks, allowing you to focus on delivering exceptional care.

  Transform Your Client Management Today!

Elevate your practice with the Client Management Template. Simplify your workflow, enhance organization, and experience a new level of efficiency in managing your clients.

Get your Google Sheets Client Management Template now and take control of your client management journey! 🚀