The Best Tools & Resources for Your Health & Wellness Practice
Every minute you spend on administrative tasks is a minute taken away from nurturing your clients. If you’ve ever felt overwhelmed by the juggling act of managing appointments, communicating securely with patients, designing a compelling online presence, and executing a cohesive marketing strategy, you’re not alone. The right set of tools can transform your practice—from streamlining client management with HIPAA-compliant platforms like Healthie and Practice Better, to elevating your brand’s look with beautifully curated stock photos and user-friendly design software.
Imagine having an entire digital ecosystem tailored to your practice, one that not only simplifies day-to-day operations but also boosts your online visibility and converts curious visitors into loyal clients. I’m sharing my favorite health and wellness practice tools for client management, design, marketing, business management, and website optimization.
Whether you’re a solo practitioner or running a small team, these innovative tools and resources are designed to help you focus on what you do best - providing exceptional care - while your tools handle the rest.
Client Management Tools
For health and wellness practitioners, effective client management is the backbone of a thriving practice. Whether you’re coordinating appointments, delivering telehealth sessions, or maintaining secure patient records, the right electronic health record (EHR) or client management system can make all the difference. Below, you’ll find tools designed to keep your practice organized, compliant, and client-centered.
Healthie
Healthie is an EHR that includes online scheduling, telehealth, charting, invoicing and billing, secure messaging, and client accountability tools. It’s great for solo practitioners and small group practices.
Features:
Online scheduling
Telehealth
Charting, invoicing & billing
Secure messaging
Client accountability tools
Pros:
HIPAA compliant for secure handling of sensitive client data
Offers a free plan for up to 10 clients, ideal for growing practices
Comprehensive functionality tailored to the needs of solo practitioners and small groups
Weekly training sessions and great customer support
Cons:
The free plan’s client limit may require an upgrade as your practice expands
Best for:
A small practice or solo practitioner needing an all-in-one solution that supports virtual care and robust client management, keeping patient interactions both secure and efficient.
Cost:
Free for up to 10 clients; then starts at $49/month
Practice Better
Practice Better is an EHR that includes online scheduling, telehealth, charting, invoicing and billing, secure messaging, emails, text reminders, client accountability tools, and programs & courses. It’s great for solo practitioners and small group practices.
Features:
Online scheduling and telehealth
Detailed charting
Invoicing & billing
Secure messaging with email and text reminders
Integrated programs & courses
Pros:
HIPAA compliant with a comprehensive suite of features
Excellent for integrating client communications with educational content, a key element in holistic wellness
Regular training sessions and great customer support
Cons:
Slightly higher upfront investment for very small practices
Best for:
Practitioners looking for a versatile platform that not only manages appointments and records but also supports client engagement and program management.
Cost:
Starts at $25/month for 10 clients.
Dubsado
Dubsado is a CRM that includes contact forms, automated workflows, invoicing, contracts, and online scheduling. It is not HIPAA compliant, so it is best for businesses that do not collect health information.
Features:
Contact forms and automated workflows
Invoicing and contracts
Online scheduling
Pros:
Robust CRM capabilities with streamlined automation for client interactions
Excellent for managing administrative tasks and nurturing client relationships
Cons:
Not HIPAA compliant, making it unsuitable for practices that handle protected health information
Key scheduling and automation features require upgrading to the Premier plan
Best for:
Wellness businesses that don’t collect sensitive health information but need a strong CRM to manage client communications and administrative workflows.
Cost:
Starts at $20/month, with the Premier plan at $40/month needed for full functionality.
Stock Photos Resources
A strong visual presence is essential for health and wellness practices—your imagery should reflect the compassion, professionalism, and vibrant energy of your services. In this section, discover curated libraries and free resources that help you maintain a consistent and attractive visual brand across your website and social media channels.
Styled Stock Society
Styled Stock Society is a library of stock photos and brand visuals for female businesses. There are multiple collections aimed at health and wellness and are all high-quality and perfect for websites.
Features:
Curated library of high-quality stock photos and brand visuals
Collections tailored specifically for health and wellness and female-led businesses
Pros:
Professionally styled images that elevate your brand’s look
Curated collections ensure visual consistency across your platforms
I’ve curated my favorite photo collections for health & wellness pros
Cons:
Membership cost may be high if you’re not updating your visuals regularly
Best for:
Practitioners looking to enhance their website and social media with stunning, on-brand imagery that resonates with your audience.
Cost:
Membership options include $45/month, $395/year, or a lifetime membership for $995.
Unsplash
Unsplash offers a huge library of royalty- free images to use on your social media and website. They have both free images and a membership to access additional images.
Features:
Massive library of royalty-free images
Options for free downloads and a premium membership (Unsplash+)
Pros:
Extensive selection of images available at no cost
Flexible usage—images remain free even after canceling the subscription
Cons:
Requires extra curation to maintain a consistent brand look
Best for:
Practices on a budget that need a diverse array of images for both social media and website design without ongoing costs.
Cost:
Free, with an optional Unsplash+ membership for $20/month.
Pixabay
Pixabay offers a huge library of royalty- free images to use on your social media and website. All the images are free to download and use.
Features:
Wide library of royalty-free images available for download
Pros:
Completely free to use, perfect for occasional projects
Easy-to-navigate library with a diverse range of images
Cons:
Images can be generic and may need additional editing or curation to align with your unique brand aesthetic
Best for:
Quick projects or practices that need access to free, varied imagery without subscription fees.
Cost:
Free
Design Tools
An inviting and professional design is key to communicating your practice’s values and expertise. These design tools empower you to create everything from a sleek website to engaging social media graphics that reflect the warmth and trustworthiness of your practice.
Squarespace
Squarespace is my favorite website platform. I recommend it for 80% of my clients. In addition to your website, you can also create an online store. They have add-ons for email marketing, courses and memberships, and scheduling.
Features:
All-in-one website platform with customizable templates
Integrated online store, email marketing, courses, memberships, and scheduling add-ons
Pros:
Delivers a sleek, professional website without requiring advanced technical skills
Offers a wide range of built-in features that cater to the comprehensive needs of health practitioners
Cons:
Less design flexibility compared to platforms like WordPress and Showit depending on your template
Site speeds can be slower than a site hosted on your own serve
Best for:
Practitioners who want an attractive, modern website that supports e-commerce and marketing integrations without needing extensive technical expertise.
Cost:
The Core plan (formerly the Business plan) is recommended at $36/month.
Canva
Canva is an easy to use design software that you can use to design social media graphics.
Features:
Drag-and-drop design software for creating social media graphics and marketing materials
Extensive library of templates and design elements
Pros:
Extremely user-friendly, even for those with little design experience
Offers a robust free plan that meets the needs of many health and wellness practices
Cons:
Advanced features and premium assets require a paid subscription
Best for:
Quickly creating engaging social media posts, brochures, and other marketing collateral that showcase your practice’s personality and professionalism.
Cost:
Free plan available; a Pro version is offered for additional features and assets.
Color Contrast Checker
Color Contrast Checker is a free tool you can use to find the high-contrast color pairs you should use on your website.
Features:
Tool to identify high-contrast color pairs for website design
Pros:
Ensures your website meets accessibility standards—crucial for patient inclusivity
Simple and completely free to use
Cons:
Doesn’t allow you to save palettes for future reference
Best for:
Web designers and practitioners focused on ensuring their website is both aesthetically pleasing and accessible to all clients.
Cost:
Free
Marketing Tools
For health and wellness practitioners, an effective marketing strategy is key to reaching new clients and building a trusted brand. The following tools are designed to simplify your social media scheduling, email campaigns, and lead capture, ensuring that you can connect authentically with your community while saving precious time.
Enji
Enji is my favorite social media scheduling software. It also helps you create a marketing plan, write posts, and track your KPIs.
Features:
Social media scheduling integrated with marketing planning and KPI tracking
Tools for composing posts and managing overall social media strategy
Pros:
Combines multiple marketing functions into one platform
Streamlines social media efforts, making it easier to maintain a consistent online presence
Cons:
It has a lot of features that can take while to learn and use.
Best for:
Practitioners who want to manage their social media campaigns more efficiently while keeping an eye on engagement metrics and overall marketing performance.
Cost:
Starts at $29/month.
MailerLite
MailerLite is my go-to email marketing tool.
Features:
Email marketing platform with user-friendly automation features
Drag-and-drop editor and robust subscriber management
Pros:
Generous free plan available for up to 1,000 subscribers
Great for building and nurturing an email list with clear, professional templates
Cons:
May lack some of the advanced features available in higher-end email marketing platforms
Best for:
Practitioners who are new to email marketing or those who want a straightforward tool to manage regular communications with clients.
Cost:
Free plan available; paid plans scale with subscriber count.
Interact
Interact is a quiz platform that includes an AI quiz builder, clean designs, and connects to your email platform. You can create 5 quizzes for $39/month.
Features:
AI-powered quiz builder for creating engaging, interactive content
Clean designs with seamless integration to email platforms
Pros:
Drives engagement and captures leads through interactive quizzes
Intuitive interface simplifies quiz creation
Cons:
It is not HIPAA compliant
Best for:
Practitioners looking to educate potential clients while gathering valuable contact information through engaging quizzes.
Cost:
$39/month for up to 5 quizzes.
Nurture Unleashed
Nurture Unleashed is a membership for naturopathic doctors and functional medicine practitioners that includes done-for-you social media graphics, caption templates, and fully written email newsletters. You can get your first month for $1 and then it costs $97/month.
Features:
Membership program designed specifically for naturopathic doctors and functional medicine practitioners
Provides done-for-you social media graphics, caption templates, and fully written email newsletters
Reasons to Join:
Tailored content that speaks directly to the health and wellness audience
Saves you time on content creation while maintaining consistent, professional messaging
Best for:
Naturopaths and Functional Medicine practitioners who prefer to outsource much of their content creation while ensuring every piece of marketing material aligns with their brand voice.
Cost:
First month is only $1, then $97/month thereafter.
Holistic Marketing Hub
Holistic Marketing Hub is Molly Cahill’s Instagram marketing membership for health and wellness practices. It includes a customizable bank of social media captions, monthly coaching and support, and video training to help you attract new patients from Instagram.
Features:
Instagram marketing membership with customizable caption banks
Monthly coaching, support, and video training for enhanced social media engagement
Reasons to Join:
Comprehensive resource for building and maintaining a strong Instagram presence
Offers ongoing support and strategic guidance tailored to the health and wellness niche
Best for:
Practitioners dedicated to expanding their reach on Instagram through expert-led strategies and consistent engagement.
Cost:
6-month commitment at $199/month.
The No-Fuss Podcast Tour
The No-Fuss Podcast Tour is a done-for-you service that makes pitching yourself to podcasts easy. It includes a few profitable speaking topics, 20-30 podcasts you can pitch that align with your audience and goals, and email address for reaching out to those podcasts.
Features:
Done-for-you podcast research related to your ideal client and business
Podcast topic research and suggestions
Ability to add ready-to-send pitch emails to make pitching these podcasts simple
Reasons to Join:
Comprehensive podcast and topic research to get you in front of ideal clients
Podcast guesting supports your SEO strategy, builds your authority, and can lead directly to new patients
Best for:
Practitioners who are ready to share their expertise on podcasts and support their SEO strategy.
Cost:
$350 with the option to add on ready-to-pitch emails for $500.
Business Management
Staying organized is crucial for any health and wellness practice. These business management tools help you coordinate daily operations, manage projects, and track client support requests, allowing you to focus more on patient care and less on paperwork.
Airtable
Airtable is a powerful tool that can help you organize your marketing, operations, projects, and more. I use it to keep track of my blog posts, leads, client support requests, and to organize the Elevate Your Practice summit.
Features:
Versatile tool for organizing marketing, operations, projects, and more
Customizable database functionality with visual layouts
Pros:
Highly flexible, allowing you to tailor it to your practice’s unique needs
Free plan available, which is ideal for smaller practices or those just starting out
Cons:
May require a learning curve to set up more advanced workflows and integrations
Best for:
Managing everything from blog posts and social media calendars to client support requests and event planning—all in one visual, customizable platform.
Cost:
Free plan available; premium options are offered for advanced features and extra storage.
ClickUp
ClickUp is how I create and manage my daily and client tasks.
Features:
Comprehensive task management system for daily and client-related tasks
Customizable workflows and dashboards to keep projects on track
Pros:
Robust organizational features that improve efficiency and task tracking
Free plan available, with affordable upgrades for added functionalities
Cons:
The extensive feature set can be overwhelming for those new to task management tools
Best for:
Practitioners juggling multiple projects and daily tasks, ensuring nothing falls through the cracks while maintaining an organized practice.
Cost:
Free plan available; additional features start at $7/month.
Website Tools
A well-optimized website is essential for converting visitors into clients. These tools help you audit, enhance, and optimize your website content and performance, ensuring your online presence effectively reflects your commitment to holistic care.
Website Audit Checklist
The Website Audit Checklist is a detailed checklist to help you audit your website and make sure it is supporting your business goals.
Features:
Detailed checklist for evaluating your website’s performance against business goals
Pros:
Provides a structured approach to identify areas for improvement
Helps ensure your website aligns with your overall marketing strategy and client engagement goals
Cons:
Requires manual effort to implement recommendations and keep the checklist updated
Best for:
Periodic reviews of your website to ensure it meets the needs of both your practice and your patients.
Cost:
One-time payment of $59.
Website Content Generator
The Website Content Generator helps you write your home, about, services, and contact pages based on your business information. You can write your website copy in minutes and have it laid out exactly as recommended by designers to convert visitors into clients.
Features:
Assists in writing compelling website copy for key pages (home, about, services, contact)
Lays out content based on proven conversion-focused strategies
Pros:
Speeds up the process of creating persuasive website content
Provides a strong foundation that can be customized to reflect your unique brand voice
Cons:
Needs further personalization to fully capture your practice’s personality
Best for:
Practitioners needing a quick and effective way to revamp their website content without starting from scratch.
Cost:
One-time payment of $45.
Image Optimizer
The Image Optimizer is an AI-powered tool that creates image file names and alt text to SEO-optimize the images on your website.
Features:
AI-powered tool that generates SEO-friendly image file names and alt text
Pros:
Enhances your website’s SEO by optimizing each image’s metadata
Simple yet effective in boosting search engine performance
Cons:
Does not optimize the file size as well as other tools
Best for:
Practices looking to improve every element of their website’s SEO, ensuring that every image contributes to your online visibility.
Cost:
One-time payment of $29.
SEO Scorecard
The SEO Scorecard is a checklist to help you assess your website’s SEO and make improvements so you can show up on Google in front of the right people.
Features:
Checklist to assess your website’s SEO performance and identify areas for improvement
Pros:
Provides clear, actionable steps to enhance your search engine rankings
Easy-to-follow format that demystifies SEO for non-experts
Cons:
Requires ongoing effort to implement and maintain recommendations
Best for:
Practices taking a proactive approach to SEO, ensuring your website continues to attract the right audience.
Cost:
One-time payment of $59.
Wellness Website CopyPack®
Wellness Website CopyPack®, by Sarah Cook at Wellness Writer, includes 6 copywriting templates with prompts and examples to help you write the most important pages of your website.
Features:
Includes 6 copywriting templates with prompts and examples for key website pages
Tailored specifically for the health and wellness industry
Pros:
Provides a professionally written foundation that drives conversions
Tailored templates ensure your messaging resonates with your ideal clients
Cons:
Higher upfront cost and may require additional tweaks to fully align with your brand voice
Best for:
Practitioners ready to invest in high-quality, conversion-driven copy that truly elevates their online presence.
Cost:
Priced at $297, with additional CopyPacks available.
The Writing Course for Nutrition Professionals
The Writing Course for Nutrition Professionals is Holly Larson’s monthly membership that gives you the skills to write blog posts that grab your dream client’s attention and converts them into clients. You can join for just $1 for the first month!
Features:
Monthly membership to a course that will grow with new content
Teaches blogging along with SEO foundations
Includes a private Facebook community to ask questions
Reasons to Join:
Provides ongoing support and structure for consistent content creation
Helps ensure your blog posts are strategically aligned with your practice’s objectives
Cons:
Is not best if you prefer a completely done-for-you approach to content creation
Best for:
Nutrition professionals seeking a course and community support to maintain a regular, engaging blog that builds your authority in health and wellness.
In conclusion, by integrating these carefully selected tools into your daily operations, you can streamline your practice and focus more on what truly matters—providing exceptional care. Whether it's managing client communications, creating a visually captivating online presence, or optimizing your website for better engagement, each tool is designed to support the unique needs of health and wellness practitioners. Embrace these resources to reduce administrative burdens, enhance your brand's authenticity, and ultimately foster deeper, more meaningful connections with your clients.
Affiliate Disclaimer: Some of the links in this post are affiliate links, meaning I may earn a small commission if you make a purchase at no extra cost to you. I only recommend products and services I believe will add value to your health and wellness practice.
