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Abundant Therapist – Client Database

Database – yawn, yawn. I know, the very word itself is boring but building a database is essential if you want to run a successful business.

I don’t know how you set up records or cards for your clients as there are hundreds of different ways in which therapists write up their notes.

We all need to note down details of our clients, including name and address, medical conditions or injuries and medications they might be taking.But what do you do next?

Do you file it in a cabinet, a folder or a filing drawer? You might keep it in alphabetical order if you are organised.That’s great but what do you actually do with that information?

When I started getting quite busy I decided to put all of that information on a database. That’s as simple as filling in an Excel spreadsheet with names, addresses and details of where the client referral came from.

Every time you get a new client, put their details on the database and before you know it you will have quite a selection of names and addresses. And, of course, you can use those details for marketing in the future so consider a database from the early stages of your business.

If you run a very established and busy clinic, the prospect of inputting the details of hundreds of clients will be a nuisance.

So consider employing someone just to input that data.When a client’s details are on my database I put a tick on their file so I can see at a glance if my records are up to date. A system as simple as mine works really efficiently.

Have a think about your database and if you need more information, please feel free to contact me. Sign up to my therapists’ private Facebook page by registering your email and I will also send you my free ebook ‘The 3 mistakes that therapists make in their business by not using a recommendations system and ….how to fix them!’ together with regular tips on how to build your therapy business.

Until the next time.

Abundantly yours,



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