Whatever stage you’re at in building your private practice, there are valuable tools to save you time, money and energy.
There is already so much to do as an entrepreneur, and the tools & resources below will help you build your website, begin marketing, manage your schedule, track client notes, receive payments & issue invoices, receipts and account statements (without paying someone else to do it, or spending countless hours on administration!).
Every tool and piece of software below, I have used in my own business, and personally recommend. I have done things the hard way, through trial and error, and only share the tools below that I truly believe are either essential to your business, or will be immensely helpful to you!
I do not receive compensation for listing these tools on my website. For a couple of them, I am an affiliate, meaning that if you choose to click through my site, and you sign up, I may receive compensation for that. However, I will never receive compensation that increases the amount you pay. In fact, I occasionally receive discount codes that I pass directly along to you (some of those are listed below)!
Owl Practice is the single-most useful piece of software I use in my business. It’s how I schedule clients, complete intake & consent forms, store client info & case notes, take payment, issue receipts and so much more. Thanks to Owl, I have a completely “paper-free” practice!
*Use discount code “HAKKOLA2020” to receive $20 off your first month!
Doxy.me is a telemedicine tool for health care practitioners. Even the free version is HIPPA-compliant! See your clients virtually in a safe, secure, easy-to-use platform with a customizable “waiting room”, no downloads, and 24/7 tech support. Even the paid version is much more affordable than most videoconferencing platforms.
Similar to Doxy Me, Zoom is videoconferencing technology which can be used by health care practitioners. Unlike Doxy Me, the free version isn’t HIPPA-compliant and it isn’t strictly for health care practitioners, but it does work great for groups and more than one client at a time (unlike Doxy Me).
Accept online payments through your website, invoicing, send receipts. Accept credit cards both online and through an app on your phone.
An online payment processing system. Accept online payments through your website, in person, by invoicing. You can also send receipts, schedule recurring payments, and store a customers credit card information on file.
Marketing & Branding
Psychology Today is both an online magazine and a directory of mental health professionals. It is a popular and effective marketing and referral source for counsellors and therapists to obtain new clients and direct traffic to their website.
Similar to Psychology Today, Theravive is an online directory of mental health professionals. A subscription comes with a money-back guarantee on referrals and allows potential clients to search for you based on location, approach, issues treated, etc.
Canva is a design tool that can be easily used by anyone, even if you don’t have any design experience! There is a free version that allows you to do pretty much anything you need in the initial marketing stages of your practice. It’s easy to use and you can customize images for social media, your website, printable marketing materials, and more.
A site where you can choose from thousands of logos and graphics to customize your own logo!
Fiverr is a global online marketplace offering tasks and services, beginning at a cost of $5 per job, hence its name. The site is primarily used by freelancers who use Fiverr to offer services like logo design, copy writing, virtual assistance, and more.
Similar to Fiverr, but higher end, 99 Designs is a global creative platform for freelancers who can create custom graphic design, logos, websites, and more.
Free images and videos, copyright free, that you can use without permission.
Free stock images, copyright free, that you can use without permission.
Free stock images for commercial use, that you can use without permission.
DIY WordPress Website Course
A low cost, do-it-yourself course by my colleague, Jennifer Jane Young, to walk you through every step you need to get a beautiful, professional website online to promote your business.
Elegant Themes by WordPress
Elegant Themes are the most popular themes on WordPress to use when you build your very own site (and what I’ve used for this site!). In the DIY WordPress Website Course above, Elegant Themes (specifically the Divi theme), are used in the course.
Similar to GoDaddy, Flywheel is hosting for your website.
WordPress is an online, open source website creation tool. It’s probably the easiest and most powerful blogging and website content management system in existence today.
Audible has the world’s largest selection of audiobooks and original ad-free audio shows. For a low $15 per month, you receive 1 credit each month for an audiobook of your choice. If you’re not satisfied, simply exchange it, risk free.
The Continuing Education Credits program by the Canadian Counselling & Psychotherapy Association (CCPA) reviews a wide variety of professional events, including workshops, conferences, webinars, institutes and courses, and grants credit to those events that provide quality information for continued education.
CCPA (Canada – nationwide)
The Canadian Counselling & Psychotherapy Association (CCPA) is Canada’s leading association for Counselling & Psychotherapy.
CPCA (Canada – nationwide)
The Canadian Professional Counsellors Association is a nationally recognized, independent, self-regulated, non-profit organization registered in accordance with the National Corporate Registry of Canada.
BCACC (British Columbia)
The BC Association of Clinical Counsellors (BCACC) is the professional association that represents Registered Clinical Counsellors (RCC) in the province of British Columbia.
The Psychologists’ Association of Alberta (PAA) is to advance the science-based profession of psychology and to promote the well-being and potential of all Alberta. PAA & it’s members are recognized leaders in enhancing the psychological health of all Albertans.
The Saskatchewan College of Psychologists (SKCP) is the regulatory body for the profession of Psychology in the province.
The Psychological Association of Manitoba (PAM) is the provincial regulatory organization for the practice of all branches of Psychology in the province of Manitoba.
The College of Psychologists of Ontario (CPO) is the governing body for Psychologists and Psychological Associates in Ontario. The College is not a university, school or community college; its mandate is to protect your interests by monitoring and regulating the practice of psychology.
The Ontario Association of Consultants, Counsellors, Psychometrists & Psychotherapists (OACCPP) is an incorporated provincial body of mental health service providers with a mandate to provide for the professional needs of our members, and to meet the needs of the community in identifying and certifying competent practitioners providing services in mental health consulting, counselling, psychometry, and psychotherapy.
The College of Registered Psychotherapists of Ontario (CRPO) regulates its members in the interests of protecting the public. The CRPO develops standards and procedures to regulate psychotherapists in the public interest, striving to ensure competent and ethical practice within a professional accountability framework.
La mission principale de l’Ordre des psychologues est de protéger le public. L’Ordre s’assure de la qualité des services offerts par ses membres, favorise le développement de la profession et défend l’accessibilité aux services psychologiques.
PEICA (Prince Edward Island)
The PEI Counselling Association (PEICA) promotes counselling services on Prince Edward Island by providing support to the membership. Members of our association are professional counsellors who work in a variety of settings.
NSCCT (Nova Scotia)
The Nova Scotia College of Counselling Therapists (NSCCT) oversees the practice of counselling therapy in Nova Scotia.
CCTNB (New Brunswick)
The College of Counselling Therapists of New Brunswick regulates the practice of Counselling Therapists by ensuring ethical services that will protect the public.
NLCPA (Newfoundland & Labrador)
The Newfoundland & Labrador Counsellors’ & Psychologists’ Association (NLCPA) furthers the professional growth of counsellors and psychologists. NLCPA acts as a voice for counsellors and psychologists in Newfoundland and Labrador in matters relating to training, certification, promotion of high standards of professional competency, improvement of counselling and psychological services,