@Jessica Day Hi Jessica, if you are not operating your business under On Demand Wellness, we can still give you full access to our Skool Coaching Platform at a monthly fee! If you're interested let me know.

Hey @Jessica Day , yes definitely managing finances is one of the most overwhelming parts of running a wellness clinic, especially in the beginning. Honestly it almost always feels harder than it needs to be - you just need to put a simple system in place, a structure that makes the day-to-day feel manageable instead of chaotic. A few tips: 1️⃣ Simplify your money with the “3-Account System” Instead of keeping all your business money in one account, separate it into three labeled accounts within the same bank: - Operations Account – for all business expenses (supplies, rent, marketing, payroll, software). - Taxes Account – every time you get paid, move a set percentage here so tax money is always ready. - Owner Pay Account – the money you pay yourself comes from here, not from operations. You don’t need three different banks — just three accounts or sub-accounts under your main business banking. This simple structure eliminates guesswork and reduces financial stress dramatically because you always know exactly what each dollar is for. 2️⃣ Allocate percentages — not guesses Most small wellness businesses work well with something like: - 30–45% Operations / supplies / marketing - 20–30% Taxes - 30–40% Owner pay / profit These aren’t rules — just starting points until you find your rhythm. 3️⃣ Use QuickBooks for what it does best Let QB automate: - Expense tracking - Categorizing transactions - Monthly profit/loss - Mileage - Receipts Then you only need to check in weekly, not daily. 4️⃣ Work with a bookkeeper who understands medspa/wellness A good bookkeeper is a lifesaver — not the expensive kind you hire once a year, but someone who: - Reconciles your accounts weekly or monthly - Sets up your categories correctly - Helps you forecast expenses - Keeps you out of tax trouble 5️⃣ You’re not doing anything wrong — this is the messy middle Finances always feel overwhelming during the first 3–6 months of business because you’re still figuring out your baseline revenue, supply costs, and marketing rhythm. It gets MUCH easier once you have predictable patterns.

@Jessica Day my pleasure !

Hi @Amber Otto , first — remember to take a breath 💛 What you’re feeling is so normal in the first few weeks of opening a wellness clinic. Every provider who’s now thriving went through this exact stage: lots of effort, little traction, and a fear that maybe it was all a mistake. You’re not behind ! Three weeks is very early in the life of a clinic. Most communities need consistent visibility for 60–90 days before momentum kicks in. What you’re experiencing is not failure — it’s the natural lag time between showing up and being recognized as a trustworthy provider in your area. Here are a few things to keep in mind, plus a simple action plan to help you regain direction: 1. Traction takes time — not talent You’re planting seeds right now, and seeds don’t sprout instantly. Your consistency will pay off, even if the results aren’t showing yet. 2. Focus on grassroots, not just posting Social media posting alone rarely drives foot traffic for new clinics. What does work is being physically present and building local trust. You’re already doing some of this — and that’s great. Here are a few ways to make it more effective: • Partner with ONE gym long-term Instead of handing out flyers to many gyms, choose one and structure an alliance: – Member-only discounts – Monthly recovery events – A “Performance Drip Day” where you come onsite People need to see your face repeatedly to feel confident coming in. • Target micro-influencers Local people with 2k–10k followers in fitness, beauty, or wellness. Offer a free service in exchange for content — this brings real community traction. • Collaborate with local businesses Chiropractors, physical therapists, yoga studios, spas. These partnerships drive more traffic than paid ads when you’re new. 3. Narrow your focus Instead of promoting “everything,” choose one signature offer and push that consistently for 30 days. Clarity sells. Too many options overwhelm new customers. Examples: – “New Client Immunity Drip $XX” – “Performance Drip for Athletes”

@Shannon Bryant Hey Shannon ! In case you didn't get to watch our CRM and Collaborations Training Sess, I've attached a breakdown of the meeting for you here. Remember in our Archives Course you can find all recorded meetings too!

This made my day @Jennifer Mottarella — thank you! 🫶 We’re honored to support you, excited for what’s ahead!