Blog

Notes for people who hold space

Session notes, client history and a calmer practice — written for practitioners who see the same people more than once and do not bill insurance.

  1. 04Someone redeemed a gift certificate. Here's how to ask them back

    They came on a gift, not by choice, so nothing brings them back yet. How to get massage clients to rebook without a sales script: five lines to note in the first session, one sentence at the end, one message after. Plus: can a massage gift certificate expire?

    Clients6 min read

  2. 06Session notes without the clinic: do you have to keep them, and what goes in

    Do massage therapists have to keep notes? What the Washington and Massachusetts rules actually require, why the clinical format switches on only for condition-focused work, what earns its place in a session note when nobody is billing anyone, and what should stay out so the note never reads as a claim.

    Session notes13 min read

  3. 07Why we built HoldSpace, and how it works

    Practice management for holistic practitioners, shown screen by screen: how a booking arrives, how a note gets spoken instead of typed, where your data lives, and what we deliberately left out.

    Product10 min read