gridmoo

Fitness Coach · Excel workbook · 33 sheets

Therapist Practice OS

Replaces SimplePractice ~$79/mo save ~$948/yr 10-yr: keep ~$9,461

Solo therapist / counselor billing and scheduling roll-up, $0/mo recurring. Replaces the billing layer of SimplePractice ($79/mo). Tracks client roster (first initial only), session count, revenue, at-risk flags. NOT HIPAA-compliant: keep clinical notes / PHI in your EHR. This is the billing and ops layer only. Now includes Decision Brief, Industry Playbook, Forecast Engine, Control Checks, Command Center, and more. Built for 2026 with industry outlook, scenario watchlists, and decision-routing already wired. Company-ready control checks, weekly review flow, and sign-off-ready print output are already included.

For Solo therapists and counselors who need a clean billing + scheduling layer without paying for EHR features they don't use
Not for Teams that need real-time database sync, custom app workflows, or enterprise approvals across many users.

Preview · Client Roster

33 sheets · .xlsx
Therapist Practice OS.xlsx · Client Roster
Active Clients 11
Monthly Sessions 31
Silent (>30d) 2
Client (initial) Service Rate Sessions / mo Last Session Status
M. Indiv 50-min $150 4 2026-05-12 Active
L. Indiv 50-min $150 1 2026-04-05 At Risk
B. Group (4) $80 4 2026-05-07 Active
START HERE Client Roster Session Log Practice Dashboard Print Reports Data Import +27 more

Inside the file

33 sheets · .xlsx
  • START HERE
  • Client Roster
  • Session Log
  • Practice Dashboard
  • Print Reports
  • Data Import
  • Companion Tools
  • Assumptions
+ 25 analytical & operator sheets
  • Lookup Tables
  • Industry Playbook
  • Scenario Analysis
  • Command Center
  • Scenario Lab
  • Execution Board
  • Retention Risk Protocol
  • Critical Issues Radar
  • Deep Analytics Lab
  • Settings & Targets
  • Weekly Review
  • Decision Brief
  • Forecast Engine
  • Stats Engine
  • What-If Solver
  • Pareto & Trend
  • Time Log
  • Monthly Summary
  • Goal Tracker
  • Period Comparison
  • Activity Journal
  • Control Checks
  • Membership Lifecycle
  • Coach Utilization
  • Progress Milestones

How it works

~15 min to set up
  1. 01

    Open the .xlsx in Excel, Google Sheets, or Apple Numbers

    Sample data is pre-loaded so every dashboard works the moment you open it. Look around. Click cells. See the formulas.

  2. 02

    Replace the sample data with your numbers

    Paste a CSV from SimplePractice, type directly into the input sheets, or import month by month. The workbook recomputes automatically.

  3. 03

    Read the dashboards

    33 sheets across KPI dashboards, forecasts, and traffic-light alerts. They update as you log. No buttons to press.

Frequently Asked Questions

Can I edit the formulas?

Yes — input cells, targets, and assumptions are editable. Logic sheets stay protected so the workflow remains stable while you customise the system.

Does it work in Google Sheets?

Best in Excel. You can open the .xlsx file in Google Sheets or Apple Numbers, but review formulas, formatting, and recalculation after import.

Is this a one-time purchase?

Yes — pay once and own it forever. No subscriptions, no monthly fees, no accounts required.

What if the template is not right for me?

We offer a 7-day review window. Contact support and we will sort it out.

one .xlsx file. pay once. yours to keep, edit, and run on Excel, Google Sheets, or Numbers — no vendor can revoke access.

Need help?