Free Guide

A Guide to Starting a Therapy Private Practice

With demand for mental health services growing faster than ever, now is the time to launch. This guide gives therapists a clear, practical roadmap from idea to open doors.

✓ Identify your therapy niche and assess local demand for your specialty
✓ Understand licensing, compliance, and insurance requirements for your region
✓ Build a solid financial plan and write a business plan lenders will trust
✓ Find the right location and decide on staffing with confidence
✓ Set up client management systems that keep your practice organised from day one
✓ Develop a digital and offline marketing strategy to attract your ideal clients

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Zanda is practice management software with AI inside. More time for clients. More time for you.

Billing & Payments

Invoicing & Receipts
Branded invoices and receipts with flexible line items, custom text, and multiple payment methods.
Stripe Payments
Accept card payments in-account and through the client portal via Stripe. Store card details securely and collect payments at the time of booking.
Session Packs
Create and manage session pack templates to track prepaid sessions, hours, or amounts.
Statements & Superbills
Combine multiple invoices into a single statement or superbill for clients or insurers.
Xero Integration
Export invoices and payments to Xero for seamless bookkeeping.
Medicare, DVA & NDIS Claiming
Built-in support for Australian claiming workflows including Medicare, DVA, and NDIS billing.
US Insurance Billing
Supports US clearinghouse integration and insurance billing workflows for American practices.

Client Portal

Online Self-Scheduling
Clients can view availability and book, reschedule, or cancel their own appointments 24/7.
Portal Payments
Clients can pay for appointments online at the time of booking or later through the portal.
Portal Forms
Clients can access, complete, and submit intake forms directly from their portal.
Client Documents
Share files with clients and let them upload documents back to your practice securely.
Waitlist from Portal
Clients can add themselves to the waitlist from the portal if enabled.
Portal Branding
Customise the portal with your logo, colors, and banners to match your practice.
Google Analytics Integration
Connect Google Analytics to your client portal to track booking sources and client behavior.

Clinical

BizzyAI: Scribe
Transcribes live sessions and creates clinical notes in your style — saving practitioners ~1 hour per day.
BizzyAI: Refine
Refine and polish clinical notes, letters, emails, and admin notes with AI assistance.
Custom Note Templates
Build templates with text areas, checkboxes, multiple choice, body charts, and diagrams.
Body Chart Annotation
Draw and annotate on body charts directly within clinical notes.
Online Intake Forms
Custom forms for intake, consent, and assessments sent by SMS or email — responses auto-save to the client record.
Scored Forms & Progress Reports
Score assessment forms and track client outcomes visually over time.
Telehealth
HIPAA compliant and ISO 27001 certified video conferencing powered by Zoom.

Communication

Automated SMS & Email Reminders
Send up to 3 automated SMS and email reminders per appointment with fully adjustable timings.
2-Way SMS Chat
Communicate with clients in real-time back-and-forth text conversations, synced to appointment records.
Bulk Messaging
Send bulk SMS and emails to targeted lists of clients from within Zanda.
Automation & Workflows
Automate invoicing, appointment follow-ups, new client onboarding, recalls, and more.
Communication Templates
Reusable email, SMS, and letter templates with merge fields for personalised outreach.
Practice Hive Team Chat
Secure group chat and channels for your team, with file sharing and notifications.
Targeted Automation Filters
Filter automations by client classification, status, practitioner, service, location, telehealth type, and more for precise targeting.

Practice Management

Reporting & Dashboard
Client, financial, and practice reports with a real-time dashboard, Excel export, and date/practitioner filters.
User Permission Settings
Granular access controls across calendar, billing, clinical, and admin areas.
Practice Operations Manual
100+ editable policies and procedures built for allied health practices — ready to use from day one. Use BizzyAI: Refine to polish and customise policies with AI.
BizzyAI: Insights
Get instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history — no manual searching required.
Mobile Friendly
Full access on any mobile phone or tablet via browser — no app download required.
2FA & ISO 27001 Security
Two-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Australia's Privacy Act compliance, with audit log access.
Integrations
Connect with Xero, Stripe, Mailchimp, Google Analytics, Physitrack, and more.

Scheduling

Easy Client Appointments
Create and manage client appointments for each client session.
Recurring Appointments
Easily recur an appointment based on the specified intervals. Edit or delete one, one and the following, or all appointments in the series.
Group Appointments
Create and manage group appointments with multiple participants, invoicing, group communication, and individual reminders.
Drag-and-Drop Calendar
Move appointments and adjust start/finish times directly on the calendar by dragging.
Waitlist Management
Store waitlist preferences and send available times to clients via SMS to fill cancellations automatically.
Appointment Conflict Alerts
A notification alert signals conflicts between new and existing appointments when scheduling.
Calendar Sync
Sync your Zanda calendar with Google, Outlook, and Apple Calendar.

See what practitioners are saying about Zanda

Every time I review a Bizzy AI note, I'm so impressed. I'm like, wow that is exactly what I needed to document.

Miki Skinner, Founder / Owner
Solo private practice

It's working so well, we're expanding to two more locations across the university.

Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines)
James Cook University (JCU) — student-led clinics

Before deciding on Zanda, I had tried many different systems and they just didn't give me everything I needed. My clients can book online, choose to pay before the appointment with the Stripe facility, and telehealth. I can email all my invoices easily. Easy to look up unpaid accounts and see future bookings and potential income.

Liberation Holistic Health

I wanted a system that could hold everything you do in a practice so I wasn't jumping between different softwares to do different things.

Miki Skinner, Founder / Owner
Solo private practice

I use the booking in via my website (client portal and calendar) which works really well, also find Zanda easy to set up bookings and payments for online workshops. I could probably go back and live without Zanda, to be honest, but life WITH Zanda is much better!

Mr James Basil

BizzyAI provides clear and succinct patient notes and does it in real-time so I don't have to go back and recollect information post sessions.

Joel Ames

Make the most of your day, start with Zanda

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