The Top 8 Tools I Use to Stay Organized in My Service-Based Business
Running a health and wellness business means wearing many hats, from connecting with clients to managing the backend of your operations. Staying organized is key, and I’ve found a handful of tools that make running my business smoother and less overwhelming. These tools don’t just streamline my work—they give me the mental clarity and space I need to show up fully for myself and my clients. When your business is organized, it frees up time and energy to prioritize self-care and the things that matter most.
These are my top go-to resources for wellness brands and businesses that help me create a balance between life and work.
Disclaimer: Some of the links below are affiliate links; though I only share products or services that I believe are worth the investment and that I use for my own business.
squarespace
Squarespace is an all-in-one platform that simplifies running your health and wellness business without the tech overwhelm. Whether you’re a seasoned entrepreneur or just starting, Squarespace offers intuitive tools to:
Create a stunning, user-friendly website.
Launch email campaigns to stay connected with your audience.
Integrate a booking calendar so clients can easily schedule services.
Sell your signature programs, memberships, or digital recipe books with ease.
With its customizable templates and straightforward interface, Squarespace helps you showcase your brand and manage your business seamlessly—all without the headaches of complicated tech. When your online presence is easy to manage, you can spend less time stressing and more time focusing on the impact you want to create in your clients’ lives.
👉 Ready to create a beautiful, stress-free online presence? Get started with Squarespace today!Sign up here
2. Acuity:
Acuity Scheduling, which integrates seamlessly with Squarespace, is my go-to tool for scheduling appointments. It allows clients to book sessions on their own, eliminating the back-and-forth emails. Plus, it syncs with your calendar, sends automated reminders, and even accepts payments.
When your scheduling process runs smoothly, it reduces overwhelm and gives you back valuable time to focus on yourself—whether that’s enjoying a quiet morning yoga session or carving out time to dream up your next big idea.
👉 Simplify your scheduling process and let Acuity take care of the details! Explore Acuity
3. honeybook:
One of my favourite tools to help manage proposals, contracts, invoices, workflows, and stay in touch with clients—just to name a few! HoneyBook is my one-stop shop to stay organized and keep everything in one place.
👉 Ready to simplify your business management? Try HoneyBook and save 30% off your subscription when you sign up using my special link!Get started with HoneyBook
4. elevae visuals:
Elevae Visuals is one of my favourite resources for creating beautiful, consistent, on-brand imagery. I highly recommend the monthly stock photo & video membership if you want to easily refine your search to filter by brand colours—this feature is such a time saver!
By creating a cohesive and visually appealing brand presence, you can connect with your audience on a deeper level while also feeling confident about the way you’re showing up in the world.
👉 Explore their membership options and elevate your visuals! Discover Elevae Visuals
If you’re looking for free stock photos, some great resources include Unsplash, Pexels, FreeImages, and Pixabay.
5. the contract shop:
If you want to feel confident and protect your business, I highly suggest taking a look at the legal templates from The Contract Shop. From client agreements for health & wellness coaches to website terms & conditions, these pre-written templates will help you sleep easy!
Having legal protections in place isn’t just about peace of mind—it’s about empowering you to move forward in your business with confidence, knowing you’ve set yourself up for success.
👉 Feel protected and confident in your business!Check out The Contract Shop
6. planoly:
Planoly is an amazing tool for visually planning and scheduling your social media posts. You can organize your content in advance and ensure your Instagram grid looks cohesive and on-brand. It’s a lifesaver for staying consistent with social media marketing.
👉 Plan your social media like a pro!Explore Planoly
7. canva:
Canva is the all-in-one design tool that’s amazing for creating beautiful designs. With Canva Pro, you can set all your brand assets and easily manage your designs in one platform. You’ll feel like your own design guru with the world’s easiest design tool at your fingertips—no previous design experience needed!
When your visuals are polished and professional, you’ll feel empowered to present your business confidently to the world.
👉 Bring your creative ideas to life!Try Canva
8. asana:
Asana is my go-to project management tool to keep track of tasks, deadlines, and workflows. It’s perfect for staying on top of client projects, planning launches, and managing daily to-dos. With its easy-to-use interface, Asana helps me stay productive and organized.
By keeping your tasks and projects in check, you create more mental clarity and reduce stress—allowing you to focus on what truly matters in your business and life.
👉 Stay on top of your projects and goals! Get started with Asana
These tools have been game-changers for my business, and I hope they’ll help you stay organized and focused on what you do best—serving your clients and building your dream business. By streamlining your operations, you’ll find more space for self-care and the freedom to dream bigger.
If you’re ready to take the next step in creating a brand and website that sets you apart, I’d love to support you. Download my free guide or apply to work with me.
Connect with me on socials @shiva.nassiri