Here’s What’s Inside
Each course or template comes with the tools you actually need—no fluff, no filler. Below, you’ll find a visual preview of what’s included, from workbooks and guided journals to forms, templates, and videos. Click any image to zoom in or get a closer look before you download.
This is your sneak peek to make sure it’s exactly what your practice (or your brain) needs right now.
Set the Tone from Day One
Make your intake process smooth and professional with this customizable form designed to gather everything you need from new clients.
Make a great first impression with a form that feels organized, welcoming, and client-centered.
This editable PDF template helps you streamline your intake process and collect the most important information before a client’s first session. Designed with both efficiency and empathy in mind, this form sets the tone for a smooth onboarding experience while allowing your practice’s personality to shine through.
Perfect for solo and group practices, this form includes:
✅ Contact + demographic details
✅ Therapist and scheduling preferences
✅ Insurance and payment information
✅ Mental health history and presenting concerns
✅ A welcoming intro message that puts clients at ease
✅ Space for customization with your office name, contact info, and brand details
Use it as-is or personalize it to reflect your unique practice style.
🛠️ What You’ll Get (Use What Works Best for You!):
📝 Google Doc – Easy to copy and customize
📄 Printable & Downloadable PDF – Great for printing or attaching to client welcome emails
📋 Google Form – Perfect for seamless, digital intakes and can be set up with automatic responses!
🎨 Canva Templates – Includes:
▪️ A Google Form Header you can personalize with your logo
▪️ A matching logo graphic to update your Google Doc branding
💡This template was built by a therapist and group practice owner who knows how chaotic the intake process can feel. Let’s simplify it—so you can get back to what matters.
You've got questions. We've got answers.
The Initial Session Note Template is available in three formats: PDF, Google Docs, and Canva. You get access to all formats! You can choose the format that best suits your workflow.
The PDF version is designed to be printed and written on by hand, but you can also use it with digital note-taking tools like GoodNotes or Remarkable for an easy, electronic version.
Once you click the link for the Google Docs template, you’ll be prompted to sign in to your Google account and make a copy of the template. Once copied, you’ll have full access to edit and customize it as needed.
Yes! You can add your contact information to the PDF template by using an address label or simply writing it on the form. For Google Docs and Canva, you can customize it by adding your practice’s details directly into the template.
If you’re using the Canva template, you can easily add your logo, change the text, and customize the layout to fit your style. Once done, download it as a PDF to print or use digitally.
I intentionally design my templates to be as inclusive as possible while keeping documentation neutral and clinically sound. Instead of "parental history," I use "Guardian 1-3" to reflect diverse family structures. I don’t include specific references to sexuality, religion, or culture due to our current political climate, ensuring documentation remains focused on care without unnecessary risk.
For therapists working with LGBTQIA+, undocumented, minority, and at-risk clients, I strongly encourage using standard language across all documentation to maintain privacy and safety. This includes using "partner" instead of gendered terms, initials instead of full names when possible, and they/them pronouns as a default when gender identity isn’t relevant to clinical care.
Your notes should reflect professional, client-centered care while avoiding details that could be misused. I urge all therapists to prioritize their clients' safety by keeping documentation neutral, factual, and free from unnecessary identifiers.
Yes! Both the Google Docs and Canva templates are fully customizable. The PDF version is not editable, but can be printed for use.
Since this is a digital product, all sales are final. However, if you have trouble accessing your template, reach out, and I’ll make sure you get everything you need!
Join My Email List!
No spam, no fluff—just real, practical tips, resources, and updates to help you build a sustainable, authentic therapy practice. Join my email list and be the first to know about new workbooks, templates, and exclusive offers!
Where in the world is Becca?
or visit any of these places to figure out what I'm up to!
Check me out on all the social media spaces, send me an email, or visit my website to connect with me! I can't wait to hear all about the incredible things you're doing!