Wellness Planner

Download our free Wellness Planner template and help clients organize their health and wellness goals. Use this customizable planner to track progress.

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Written by
Ericka Pingol
Ericka Pingol
Reviewed by
Ericka Pingol

What is a Wellness Planner template?

Wellness is an active process of becoming aware of and making choices toward a healthy and fulfilling life. It is more than being free from illness; it's a dynamic process of change and growth. A good or satisfactory existence encompasses physical health, mental stability, and a serene spiritual base.

A Wellness Planner can help individuals take control of their health and well-being by providing a structured way to set goals, track progress, and make positive changes in daily habits. Due to its holistic nature, wellness goals may take the form of fitness goals, financial goals, mental health goals, weekly intentions, food goals, health goals, or any other areas of your client's life that they wish to improve on their wellness journey.

This planner also helps individuals become more mindful and intentional about their overall wellness, promoting a balanced and fulfilling life.

Whether you are a counselor or a wellness professional, a Wellness Planner is a great way to support clients in creating sustainable changes for their health and happiness. This template provides a helpful starting point for clients to reflect on their current wellness level and set realistic improvement goals.

Printable Wellness Planner Template

Download this Wellness Planner Template to help clients take control of their health and well-being.

How does it work?

Carepatron's free Wellness Planner Template is extremely user-friendly and fully digital. Here's how to use it as part of your practice:

Step 1: Download the template

Get a copy of the template using the link provided on this page or via the Carepatron app. You may also access it from our practice management software's resources library.

Step 2: Discuss with your client

Explain the purpose and benefits of using the printable Wellness Planner to your client. Encourage them to use it to track their progress and promote self-care.

Step 3: Client completes the planner

Give your client at least a week to complete the planner. This will allow them to assess their wellness and set realistic goals accurately.

This Wellness Planner is divided into a goals section, and a daily progress tracking section.

The space provided in the goals sections is split up into physical and mental health goals, nutrition, and exercise goals. These categories are broad and could encompass fitness goals, meal planning goals for the week, increasing water intake, practicing gratitude, mood journalling, or engaging in self care practices.

The next section helps your client to track their wellbeing goals, and provides space for them to track their daily progress. This section can act as a short daily wellness journal for your client's week.

Step 4: Review with your client

Once completed, review the Wellness Planner with your client. Discuss their progress, identify any barriers or challenges they may face, and collaborate on strategies for improvement.

Step 5:  Set a follow-up date

Schedule a follow-up session with your client to track their progress and make any necessary adjustments to their wellness plan.

Wellness Planner example (sample)

The team at Carepatron has created a sample Wellness Planner Template PDF to give you an idea of what it looks like and how it can be used. It's important to note that this is just an example, and each client's planner will vary based on their needs and goals. Feel free to view the sample here or download a PDF copy for reference.

Download the Free Wellness Planner Example

Wellness Planner Example (Sample)

When would you use this template?

You can use the Wellness Planner as part of your regular client check-in process or when clients want to improve their overall wellness. It can also be used as a tool for clients managing chronic health conditions, allowing them to track their progress and make necessary adjustments. Moreover, you can utilize this template to:

Create a baseline for clients' wellness levels

This template is an excellent resource for establishing an initial client wellness assessment.   Completing the planner can give your clients a clearer understanding of where they currently stand and what areas they may need to focus on improving.

Collaborate with clients to set realistic goals

The Wellness Planner encourages clients to actively participate in their wellness journey by setting realistic goals. You can use this opportunity to discuss their goals, provide guidance, and set achievable targets that your clients can work towards.

Track progress over time

As clients continue to use this template, you can track their progress over time using the daily progress section as their daily wellness journal. This will help both you and your clients see the areas where they have improved and identify any potential areas for growth. It also allows you to celebrate their successes and make any necessary adjustments to their wellness plan.

Engage in meaningful conversations

You can also utilize the Wellness Planner Template to foster meaningful conversations with your clients. As you review their progress and discuss any challenges they may face, you can offer support and guidance, strengthening the therapeutic relationship between you and your client.

Benefits of this free Wellness Planner template

Carepatron's free Wellness Planner Template offers the following benefits for you and your clients:

Fully digital

Our template is entirely digital and can be accessed from any device with an internet connection. This makes it easy for clients to use and for you to track their progress.

Easy-to-use layout

The planner's user-friendly layout allows clients to easily navigate the different sections and input their information without any confusion or frustration. It also allows you to review their progress and make any necessary adjustments quickly.


You can customize the Wellness Planner Template to fit the specific needs of your clients and their wellness goals. This flexibility allows you to provide personalized care for each individual.

Streamlined documentation

Our well-designed template makes clinical documentation a breeze. With organized and detailed records, you can easily track your client's progress and refer to previous sessions as needed.

When are Wellness Planner Templates used?
When are Wellness Planner Templates used?

Commonly asked questions

When are Wellness Planner Templates used?

Healthcare professionals use Wellness Planner Templates to help clients set and achieve their wellness goals. This can include tracking habits, monitoring progress, and creating action plans for overall health improvement.

What are the benefits of using a Wellness Planner Template?

A Wellness Planner Template offers a streamlined approach to managing and tracking client progress. It allows for personalization, organization, and accessible documentation, making it an essential tool for healthcare professionals seeking high-quality care.

Can I customize the Wellness Planner Template for my specific needs?

Yes, Carepatron's Wellness Planner Template can be customized to fit the needs of your clients and their wellness.

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