Zanda

Free Guide

A Guide to Starting a Therapy Private Practice

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, ensuring card details are stored securely.
  • 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 book, reschedule, or cancel their own appointments 24/7 right through the client portal with no phone call needed.
  • 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 & File Sharing
    Share files with clients and let them securely upload documents back to your practice, accessible from both the app and the client portal.
  • Self-Serve Waitlist
    Let clients add themselves to your waitlist directly from the portal, reducing admin burden and ensuring your schedule remains full.
  • Client Portal Branding
    Customize your portal with your logo, color scheme, and banners to create a seamless branded experience for clients.
  • Google Analytics Integration
    Connect Google Analytics to your client portal to track booking sources and client behavior.

Clinical

  • BizzyAI: Scribe
    Transcribe live sessions and create clinical notes in your style to save about an hour of admin time per day.
  • BizzyAI: Refine
    Refine and polish clinical notes, letters, emails, and admin notes with AI assistance.
  • Custom Note Templates
    Create clinical note templates with text fields, checkboxes, multiple choice, body charts, and diagrams to match the way your practice documents care.
  • Body Chart Annotation
    Draw and annotate on body charts directly within clinical notes.
  • Online Intake Forms
    Send custom intake, consent, and assessment forms by SMS or email, with responses automatically saved to the client record.
  • Scored Forms & Progress Reports
    Score assessment forms and track client outcomes visually over time.
  • Telehealth
    HIPAA-compliant video consultations powered by Zoom, with in-app links, group sessions, and telehealth-type locations.

Communication

  • Automated SMS & Email Reminders
    Send up to 3 automated SMS and email reminders per appointment with fully adjustable timing.
  • 2-Way SMS Chat
    Send and receive real-time SMS conversations with clients directly inside Zanda, with messages synced to appointment and client records.
  • Bulk Messaging
    Send bulk SMS and emails to targeted lists of clients.
  • 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 personalized outreach.
  • Practice Hive Team Chat
    Keep your team connected with secure group chat, dedicated channels, file sharing, and real-time notifications.
  • Targeted Automation Filters
    Filter automations by client classification, status, practitioner, service, location, 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 so you can create your own practice manual inside Zanda.
  • BizzyAI: Insights
    Get instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history.
  • Mobile Friendly
    Full access on any mobile phone or tablet via browser without downloading an app.
  • 2FA & ISO 27001 Security
    Two-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Privacy Act compliance, with audit log access.
  • Integrations
    Connect Zanda to the tools you already use, including Xero, Stripe, Mailchimp, Google Calendar, Medicare, and Physitrack.

Scheduling

  • Easy Client Appointments
    Create and manage client appointments for each client session.
  • Recurring Appointments
    Set recurring appointments in just a few clicks and easily update a single session, future appointments, or the entire series as schedules change.
  • Group Appointments
    Create and manage group appointments with multiple participants, invoicing, and individual reminders.
  • Drag-and-Drop Calendar
    Quickly move appointments and adjust session times directly from the calendar with simple drag-and-drop scheduling.
  • 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

One clinic told me Zanda saved them up to an hour-plus per day. That's the difference between students writing notes and students actually building clinical skills.
Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines)
James Cook University (JCU) — student-led clinics
Before automations, I was on the phone every afternoon after a visit, manually texting reminders one number at a time. Now my templates and automations do all of that and it's freed me up to actually grow the business.
Nateenee Langsanam, Founder & Oral Health Therapist
Dental on Wheels
BizzyAI is your best and most reliable work. We are very happy with BizzyAI.
Lucy Horne
Once I'd put the work in to tailor it to my mobile dental practice, it became indispensable. I rely on it for everything.
Nateenee Langsanam, Founder & Oral Health Therapist
Dental on Wheels
With the other practice software, it's like the wild wild west things just go wrong all the time. Zanda's just more reliable and it's so easy to navigate.
Ben Taylor, The Deepwater Practice
Psychologist
It is solving the time problem. All the important functions are automated and we can customise different functions and templates to our needs.
Jan-Daniel U.

Make the most of your day, start with Zanda

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