Perfect for solo practitioners and small wellness businesses just getting organised.

·       Inbox, calendar, and appointment management

·       Client intake coordination and digital forms

·       Data entry, file organisation, and document formatting

·       Template creation (letters, invoices, feedback forms)

·       Basic invoicing and payment tracking

·       Practice management software setup (Cliniko, Halaxy, PowerDiary)

·       Email drafting and correspondence

·       Client reminder and follow-up management

Ideal for growing health practices looking to streamline operations and attract more clients.

·       Workflow optimisation and SOP documentation

·       CRM setup and management

·       Social media scheduling (Instagram, Facebook, LinkedIn)

·       Blog or newsletter creation and distribution

·       Website updates and content management (Zenler, WordPress, Squarespace)

·       Marketing material design (flyers, intake packs, business cards)

·       Client testimonial and review management

·       Course and group program coordination (registrations, feedback, attendance tracking)

Best suited for established clinics, allied health groups, and NDIS-registered providers who want full administrative and compliance assistance.

·       Policy and compliance documentation management

·       NDIS service agreements and progress-note coordination

·       Quality assurance and audit preparation

·       LMS support (Zenler, Thinkific, Teachable) – course upload, quizzes, certificates

·       Staff onboarding and rostering

·       Internal communications and meeting coordination

·       Grant or funding application support

·       Data and reporting summaries for program evaluation

·       Group therapy coordination and facilitator liaison