Rooted Resources

Rooted Resources is a collection of tools, templates, and guidance designed to help you build calm, effective systems for your wellness business. Whether you're just starting or refining your processes, you'll find resources here to support your journey.

Close-up of lush green grass.
Open notebook and closed book on a wooden desk with a potted plant with round leaves on the left and a potted rosemary plant on the right.

TEMPLATES

designed to save time, reduce stress, and help you stay focused on what matters most.

A clipboard holding a blank client intake form on a wooden desk.

Client Intake Forms

$XXX.XX

Framed staff onboarding checklist on a wooden table with six checkboxes and items to complete, next to a potted plant.

Staff Onboarding Checklist

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Digital tablet displaying session notes templates on a wooden surface with a green plant partially visible in the corner.

Session Notes Templates

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A beige hardcover book titled 'Policies & Procedures Framework' placed on a light wooden surface.

Policies & Procedures Framework

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Laptop displaying a monthly metrics tracker with a table for recording data, placed on a wooden desk.

Monthly Metrics Tracker 

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Computer monitor displaying a weekly planner with days of the week and empty scheduling lines, on a wooden desk.

Weekly Planner

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DOWNLOAD THE FREE GUIDE

5 essential systems
for wellness businesses

a simple roadmap to streamline your operations today.

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