Counsellor
Counsellor Business Documents — Premium
A counsellor's practice is built on the client contract and the client file - every referrer, supervisor and insurer eventually asks for both, and the paperwork has to hold up to the scrutiny of a registering body on a quiet Wednesday afternoon audit by the professional body. LaunchKit Premium for a counsellor covers all 16 business documents as interactive fillable PDF plus editable Word. Intake questionnaire, counselling agreement, informed consent and session summary fill in on a tablet between sessions, and the practice policies, cancellation terms, supervision record, feedback form and GP referral letter rebrand in Word with your practice name, BACP or UKCP registration and branding. GDPR privacy notice, complaint procedure, ending-of-work letter and incident record match in tone. Two formats from one download - the counselling practice's paperwork holds together across the arc of a client's work.
Sample pages
Preview what's inside
In the pack
What's included
- Client Intake Registration
- Counselling Agreement Contract
- Informed Consent
- Confidentiality Agreement
- Privacy Notice GDPR
- Data Consent Form
- Risk Assessment
- Session Notes Template
- Safeguarding Disclosure
- Client Feedback
- Cancellation DNA Record
- Referral Form
- End of Therapy Summary
- Supervision Log
- Invoice Receipt
- Complaint Procedure
Sample pages
Frequently Asked Questions
How do I receive Business Documents — Premium?
After payment, a confirmation email with your secure download links is sent to your checkout email within a few minutes. You'll receive a ZIP containing the interactive fillable PDFs and editable Word (.docx) versions of every document. If you don’t see the email, check your spam folder. You can also recover downloads later at yourlaunchkit.co.uk/downloads using your order ID and email.
Can I edit these files?
Interactive PDF with fillable fields, plus editable Word documents. Type into every field, edit the wording in Word, save your version with your business name, logo and adjustments.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Why LaunchKit
Built for the business you actually run.
Every counsellor pack is reviewed for accurate format and tier disclosure. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.
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More for Counsellor
Financial Forms Bundle — Standard
A counsellor practice needs clear income records across self-pay, insured clients, private referrals and package sales — plus expenses for supplies, CPD, room rental and supervision. Without a consistent financial record, margin visibility disappears and Self Assessment becomes stressful. This Standard pack covers the core financial admin a counsellor business runs day to day — quote and estimate forms, branded invoice templates, self-pay and insured-client payment records, expense logs split between supplies, CPD and room rent, a monthly income summary, a VAT log for those who are registered, and an annual accounts prep sheet. Each PDF carries a fillable header — type your business name and trading details once, then print or save. UK Self Assessment categories pre-aligned, A4 print-ready, no monthly software commitment. Built for sole-trader and small-firm counsellors and psychotherapists who want a clean paper trail before year-end.
Pricing Calculator — Premium
Counsellors who take the EAP rate as their baseline can find the private-client fee drifting down to match it — and supervision, medico-legal work and group hours get absorbed invisibly. This Premium pricing calculator separates the fee book cleanly. Ten service lines come pre-loaded — individual counselling, couples and relationship counselling, group therapy, online and telephone sessions, Employee Assistance Programme work, corporate contracts, clinical supervision, training and workshops, medico-legal reports, and insurance-funded sessions from Vitality and AXA — each with editable session time and admin overhead input. Enter your hourly rate once and every service rebuilds with margin shown alongside. A quote builder handles corporate and EAP contracts, a session log tracks each client, an expenses tracker keeps overheads visible, and a monthly dashboard shows which work actually pays. Delivered as one Excel workbook for UK counselling practices — no subscription, no login.
MTD Compliance Kit — Premium
Making Tax Digital is becoming part of the record-keeping reality for many self-employed counsellors and psychotherapists, and the real headache isn't the rule — it's keeping records clean across a year of self-pay, insured and package-session income, supplies, CPD, supervision fees and room-rent all tracked against the year. This Compliance Kit is an Excel workbook covering Income Tracker, Expense Log, Expense Summary, Quarterly Summary, Annual Summary, Reconciliation, Mileage Log with a simplified-vs-actual switch, Year-End Adjustments, Tax Reserve Scenarios, Evidence Log, Compliance Warnings, Allowable Expenses Guide, Deadline Calendar, Quarterly Checklist, and an Executive Dashboard that surfaces the figures your accountant actually asks for. Available in England and Scotland versions to match where the business is based. Built for UK sole-trader counsellors and psychotherapists who want quarterly review to be a 30-minute job, not a weekend search through receipts. Not a tax-return tool — a record-keeping workbook for organising your figures — a record-keeping foundation that makes filing simpler.