Recommended Resources

I only ever recommend resources that I have personally used, trust and feel happy to recommend to you to use in your holistic health business.


Administration

ACCOUNTING SOFTWARE

Kashflow – if you have reached the stage where managing your accounts on a spreadsheet isn’t working, it’s time to switch over to online accounting software.  Kashflow is my choice (and was recommended by my accountant) – it’s designed with the small business owner in mind and is jargon-free.  It includes templates you can personalise, tutorials and has great customer support.  Check out their website and you can sign up for a free 14-day trial. (Affiliate link)

ADMINISTRATION

Microsoft Office 365 – this is my most used software.  At just over £100 per year, it’s a great investment for a powerful system that allows you to organise all your general office requirements.  This subscription gives you an online version and you can download it to your computer if you want to work offline too. It covers most of the areas needed to run your business and will help you create your marketing too.  As a side note, they have great customer support – every time I’ve run into trouble, they have the patience of a saint!

APPOINTMENT SCHEDULING

Acuity Scheduling – you need to make it simple for your clients to book in with you.  Having an online scheduling system like Acuity will allow them to book straight into your diary.  This smart software will also allow you to automate your client onboarding including intake forms, taking payment, booking Zoom calls and sending out reminders.

TAKING PAYMENT

PayPal – set up a business account which will allow you to make and accept payments worldwide.  It’s simple to use and well trusted and a good option for small businesses.

Stripe – I use stripes for online payments and via my Acuity Scheduling system and invoices issued from my accounts system.  It is one of the more popular options used by online marketers and is cheaper than PayPal if you are doing a lot of transactions.

PASSWORD SECURITY

LastPass – read my blog post all about it here.  I use the free version and it’s a great way to create and store your passwords securely.  It also saves you a huge amount of time and headspace.  Basically, you create a vault with a master password (which is the only one you need to remember) and manage how your passwords are stored.  (Affiliate link)


Business Support

Federation of Small Businesses (FSB) – supports its members with advice from experts including financial and legal support.  They also provide a powerful voice for small businesses in the UK government.  Their mission is to help small businesses achieve their ambition.  If you decide to join, I’d really appreciate you using my affiliate link.

Martin Lewis – Money Saving Expert – a free weekly newsletter for consumers to help you to navigate the financial environment and make the most of your money.


Client Work

VIDEO CONFERENCING

Zoom – is my preference for working online with clients.  There’s a great free version that you can use for 1:1 calls and groups for up to 45 minutes.  If you want to do groups for longer, the paid version is very affordable.  Zoom has loads of useful functions including sharing screens, recording video and audio, whiteboard and is user friendly.


Marketing

ARTWORK

Canva – a brilliant graphic design platform with a free version that many small business use.  It has thousands of templates and helps you create professional-looking graphics for your business including social media posts, presentations and posters.

EMAIL PROVIDER

ConvertKit – I use ConvertKit and love the potential it has to create powerful email campaigns.  You get the full functionality of the system whatever the size of your list.  You’re currently limited to sending out emails that are plain rather than fancy templates.  But it’s a great system that is set up for small businesses wanting to get serious about email marketing and the trend is away from over-designed looks.

Mailchimp – are a great choice especially if you are just starting out with creating your email list.  Mailchimp has a free plan for up to 2,000 subscribers where you can create and send out newsletters and email broadcasts.  It is easy to use with lots of templates and tutorials.  This is what I use for my practitioner newsletter and it is a great resource.

PHOTOGRAPHY

Pixabay – a great website for professional quality, royalty-free images for your marketing. It’s a brilliant resource if you don’t have the budget to buy stock photos or hire a photographer.  You can buy the photographer a ‘virtual coffee’ if you wish and you can also share any of your great photos for other members to use.

PODCASTING

Audacity – this is a fabulous free software available to download that is really user friendly allowing you to record and edit audio files on your computer and it is compatible with PCs and Macs.  I have been using this to record my podcasts and am thrilled with the professional results.

Audioblocks – royalty-free music fo your podcast.  It’s not free but really reasonable and if you only need to subscribe for a month and then cancel.  It gives you a huge choice and you have unlimited use of your chosen tracks.

Captivate – are my podcast host and have walked me through the process of setting up and distributing my podcast.  They also provide the links to add the podcast to my website and the analytics to tell me how many people have downloaded the show etc. As someone who is not particularly technical, they have made the process really easy. (Affiliate link)

Get Your Podcast Live in 60 Days – this is the online programme by online marketer and podcaster Janet Murray and podcasting expert Colin Gray I followed to do my podcast.  It walks you through the whole process from planning, to creating, to getting your podcast live.  (Affiliate link)

SOCIAL MEDIA SCHEDULING

Hootsuite – if you want to schedule your social media posts, I’ve been using the free version of Hootsuite for years.  I use it for Instagram and Twitter (and the scheduler within Facebook for my page and group).  Hootsuite is simple to use and you can see your posts both as a stream and overlay onto a calendar.

VIDEO

Loom – This is a great free software for recording your screen and you can capture your face in a bubble at the corner of the screen.  This great if you are creating explainer videos showing people what to do on your computer or for using a presentation and talking through it.

Kapwing – this software takes your captions (SRT file) and burns them onto your video.  The captions are then part of the video, no matter where you upload it.  If you’re only doing short videos, you can download them for free with no watermark by signing in through your Google account.

Rev – get a human transcription service for just over a pound a minute.  Paying a few pounds for an accurate transcription service will save you hours in amending captions created by a robot.


Please note that some of the links are affiliate links.  I’ll earn a small commission if you decide to use them but this is at no additional cost to you.

Grow Your Complementary Practice, Your Way!

One size doesn't fit all and the best way to thrive as a practitioner, is to nurture a business based around your strengths and the people you help.

Learn how to grow your health and well-being business on your terms.

Sign up for my weekly emails and receive free resources, simple strategies, inspiration and motivation, news and updates straight to your inbox.

Powered by ConvertKit