Systems & Financials for massage therapists

The Path to Success Begins with a Strong Foundation

Thoughtful financial planning and implementing well designed processes, policies, and systems in your massage business will allow you to grow your practice sustainably and reduce the feelings of overwhelm that often accompany the life of an entrepreneur.

What are Systems?

The most simple definition is that systems are "the way things are done" in your business. This can include policies, procedures, how you answer the phone, how you check out a client, how you sell products, and more!

Examples of Systems

You may want to consider creating the systems listed below for your massage business. If you already have them in place, creating documentation on those can go a long way in creating a strong foundation for your business to grow from.

The procedure for opening or closing your space

What to do if a client is inappropriate

Late & cancellation policies

Health & safety protocols

Pricing policies

Employee/team member handbook

Client or team member sick policy

Non-discrimination policy

Event massage protocols

Marketing messaging rules

Membership, package, gift certificate policies

Inclement weather policy

Insurance protocols

How to schedule, reschedule, cancel a client appointment

Downtime protocol for team members

Client retention protocols

Team member & owner exit protocol

Client complaint & refund protocol

Get Your Policies & Procedures

Reporting

Setting strategic goals for your massage practice and measuring results is the only way you will know that you are on track for success. Review the following report ideas to see if there is anything you should start tracking:

Marketing actions & reporting

Client retention rate

Cost per client

Growth rate

Insurance payments recieved

Insurance payments outstanding

Client attrition rate

Email marketing statistics

Number of clients per week/month/year

Revenue monthly/annually

Expenses monthly/annually

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Financial Planning, Strategy, & Management

Careful planning & management of your massage business financials is essential to the success of your business.

Financial Forecasting

Financial forecasting empowers small business owners to make informed decisions, anticipate challenges, and seize opportunities for sustainable growth.

Monthly Bookkeeping

Monthly budgeting will provide you with financial control, increased accountability, and the ability to track expenses, ultimately fostering financial stability

Accounting

Good accounting practices enable practice owners to maintain accurate records, make informed financial decisions, and ensure compliance with tax regulations.

Get Your Financial Templates

Congrats! You are ready for the next step

Now that you have built a strong business foundation, you can start spreading the word!

Marketing for Massage Therapists