Practice Essential Checklists
Tools, guidance, and resources to build a thriving practice.
Practice Essentials Checklist 1: Practice Setup
| Legal & Admin |
| Registered your business entity and ensured SARS compliance |
| Secured professional indemnity and relevant insurance cover |
| Created essential client forms and legal documents, including intake, consent, and privacy notices |
| Practice Space |
| Set up a dedicated, clean, and welcoming treatment area |
| Installed signage and enhanced ambiance to reflect your brand |
| Ensured client comfort and safety within the practice space |
| Client Systems |
| Created and implemented compliant intake and consent forms |
| Set up a reliable booking and calendar system |
| Established a secure method for client record storage |
| Payment Setup |
| Enabled at least two client-friendly payment options |
| Finalised a pricing structure and published session/package rates |
| Created reusable templates for invoices and receipts |
Practice Essentials Checklist 2: Practice Operations
| Daily Client Flow |
| Prepared for each session in advance and reviewed client history |
| Followed a structured session flow (pre-check, balance, post-check) |
| Concluded sessions with actionable recommendations and next steps |
| Professional Conduct |
| Maintained consistent punctuality and professional presentation |
| Upheld ethical standards, client boundaries, and confidentiality |
| Ensured personal and environmental hygiene for each session |
| Documentation |
| Documented client notes accurately and stored them securely |
| Tracked client progress and integrated feedback into sessions |
| Implemented a consistent system for maintaining and reviewing notes |
| Risk & Compliance |
| Implemented safety and hygiene protocols |
| Prepared an emergency protocol for physical or emotional concerns |
| Secured client data in accordance with POPIA guidelines |
Practice Essentials Checklist 3: Client Experience & Retention
| Onboarding Experience |
| Delivered a warm, confident welcome to each new client |
| Explained kinesiology simply and addressed first-time concerns |
| Provided clear session expectations and answered all questions |
| Follow-up & Aftercare |
| Sent timely follow-ups after initial sessions |
| Offered helpful aftercare suggestions (e.g. diet, goals, habits, disciplines) |
| Supported clients in tracking their own improvements |
| Perceived Value |
| Demonstrated client progress across multiple sessions |
| Presented meaningful package options with benefits explained |
| Educated clients on the long-term benefits of continued balancing |
| Testimonials & Referrals |
| Collected written or video testimonials from satisfied clients |
| Activated a simple referral system with thank-you gestures |
| Used testimonials effectively in your marketing |
Practice Essentials Checklist 4: Financial Flow & Sustainability
| Income Management |
| Tracked income weekly or monthly using your chosen method |
| Monitored your income trends and identified peak periods |
| Aligned pricing with your income goals and capacity |
| Expense Awareness |
| Categorised and tracked regular and ad-hoc business expenses |
| Reviewed expenses monthly to improve profitability |
| Removed or adjusted unnecessary recurring costs |
| Profit & Pricing |
| Calculated your cost per session and ensured positive profit margins |
| Adjusted prices or created packages to reflect the value delivered |
| Reviewed your pricing annually for market alignment |
| Tax Planning |
| Set aside 20–25% of income for tax obligations |
| Used a system to track taxable income and deductible expenses |
| Prepared for SARS submissions with clean financial records |
Practice Essentials Checklist 5: Practice Growth
| Audience & Messaging |
| Defined your ideal client or niche |
| Crafted and refined your “What I do” elevator pitch |
| Used client-centric language in all your communication |
| Online Presence |
| Launched a simple website or landing page |
| Registered your business on Google and wellness directories |
| Established a consistent, authentic social media presence |
| Strategic Outreach |
| Built collaborative relationships with complementary professionals |
| Delivered mini talks, workshops, or sample sessions locally |
| Showcased your expertise through live or online events |
| Expanding Services |
| Introduced herbal products, tools, or extras to complement sessions |
| Created or offered workshops, courses, or digital content |
| Diversified your income while remaining client-focused |
Practice Essentials Checklist 6: Continual Improvement
| Monthly Reflection |
| Reviewed monthly wins, challenges, and lessons |
| Identified what to eliminate, continue, or change (stop, continue, start) |
| Adjusted your strategy based on client trends or personal energy |
| Client Feedback Loop |
| Collected regular feedback and used it to improve service delivery |
| Identified and acted on common client themes or suggestions |
| Upgraded session structure or flow based on real experiences |
| Learning & Continuing Professional Development |
| Completed ongoing training or skill-enhancement quarterly |
| Engaged with current research or professional communities |
| Balanced yourself regularly to stay clear and energised |
| Vision Check |
| Revisited your practice vision every 6 months |
| Set and reviewed 90-day goals for growth or impact |
| Stayed connected to peers or mentors for inspiration |