Loose Planner Refill

Description

Each planner includes…

Each of these includes areas for planning out your goals, tracking expenses and revenue, setting goals and tracking KPIs like service totals, client counts, rebooking rates, upsells, hours worked, average spend, and more.

Plenty of room to write and limited bleed through on high quality, 8.5 x 11 paper.

Customization and Add-on Options

Dated Version

Perfect for those who are ready to hit the ground running as soon as the new year starts. January through December of 2023 is listed out quarterly, monthly, weekly, and daily so you can easily keep track of everything in your business as soon as you open the planner. Total pages: 307 double-sided

Undated Version

Perfect for those who are buying early or late in the year, or just those who prefer to customize things a bit further. Taking a few days or weeks off? Only work a few days a week and don’t need all seven of those daily pages each week? The pages aren’t wasted! Just take them out and move them to a later point in the planner. Total pages: 299 double-sided

Punched

If you already have a letter size (11-disc) discbound planner cover and discs that you love or will be using a 3-ring binder, we’ll go ahead and punch each page for you so it’s ready to pop into your existing setup. This is also great for those who’ve ordered a planner from us before and want to just keep adding pages in as needed.

Unpunched

If you prefer a different binding option and are the DIY type, this is for you! Just a stack of printed pages ready to go into whatever setup you want to create.

Holiday List

Monthly observances along with national and fun/obscure holidays in a simple list along with space to write out plans associated with any of them.

US, UK, Canadian, and Australian lists available.

Travel Log

If you’re a mobile therapist, keeping track of your travel is an important part of understanding your overhead and keeping your finances in order. Use these detailed, but simple pages to track your distance, fuel costs, vehicle repairs, and more.

Available in sets of 11 pages. Each set includes a 1 page vehicle log for fuel and repair info, and 10 double-sided pages for travel tracking.

Bookkeeping Sheets

If you also like to keep your finances in paper format, these pages can help you do just that. Track your revenue and expenses with these simple-to-use bookkeeping sheets that fit right in with the rest of your planner.

Available in sets of 24 double-sided pages. Each set includes 12 double sided revenue pages and 12 double-sided expense pages.

Extra Notes Pages

Like to jot down ideas, brainstorm, make lists, or do regular brain dumps? Add in some extra note pages to give yourself plenty of room to do just that.

Available in sets of 10 double-sided pages.

Please Note: Orders will ship within 3-5 business days