Preparing For Your First Client Consultation as a Healing Arts Professional

2 min read

A prepared practitioner is a professional practitioner. Of course, how you prepare for each consultation is largely dependent on your practice, but there are some basic things every holistic healer should know. Find out exactly what to expect and what you need to prepare to get it right.

What Happens in a Holistic Consultation?

Much like any other professional appointment, a holistic consultation is an opportunity for you to understand your client’s problem and figure out exactly what they need. But here’s the thing about problems—they’re not always so straightforward. 

Helping someone’s skin recover from a burn or rehabilitate an injury is very different from, say, supporting a client with chronic pain or trying to figure out why your new client is feeling so lethargic and unmotivated lately. This is when you really need to apply your knowledge and problem-solving skills to get to the bottom of things.

Dig into your client’s medical history, assess their diet and lifestyle,  analyze any signs and symptoms—and don’t forget to take copious notes! This will help you come up with a wellness plan tailored to your client’s needs and to keep track of their progress over time. 

Remember that you don’t have to know all the answers, and further research or referral is always an option.

Preparing For Your First Client Appointment

Your first appointment as a newly-minted holistic healer will probably be your hardest. But it’s normal to be nervous and eager to prove yourself—it shows you care! While every holistic practice is different, there are three things that every practitioner should prepare:

1. Your Office

Sprucing things up a little before your appointment is essential. Open up some windows, move the furniture back into place, fluff some cushions—you get the drill. Treat your office as you would a guest room—the goal is to make your client as comfortable as possible to encourage them to relax and open up.

And if you have a virtual office, the same goes for this environment.  Whether your virtual office space is a telephone or video call away, you will want to eliminate distractions and have all your documents and forms the ready.  If using video, ensure your backdrop is soothing and not glaring with chaos.   

Bottom line: your office, your background, and your environment all represent YOU.

2. Your Client’s File

Whether you’ve chosen an online program to take notes and keep track of your clients or do it the good old-fashioned way and write everything out by hand, you should keep your records close. Don’t be the person that starts scrambling for a pen and paper once the client is seated. Centering before your appointment will ensure a smooth and structured process, not to mention, ease the stress at hand.

3. Your Checklist

It’s easy to get carried away in conversation or flustered during your first consultation—and you may forget to ask your client some important questions or conduct certain assessments. Don’t sweat it, it happens to the best of us. To avoid awkward follow-up phone calls, it’s a good idea to keep a list you can check off as the consultation progresses.

Final Thoughts

Feeling a bit of anxiety before your first consultation is normal, but don’t let it stop you from getting yourself organized. With our handy tips, you’ll be sure to walk into your appointment with the confidence you need to knock it out of the park!

Looking for more guidance as you step into your shoes as a holistic practitioner? This clinical mentorship will connect you to professionals that will put you on the right path to success.

Leave A Comment

Your email address will not be published.