The tools you need talking to each other.

Before anything else

Already shaped for you.

Holder can handle a lot, and no practice uses all of it. When you sign up you can choose your type of practice — or start from scratch if you prefer. Pick breathwork and somatic work, and Holder adjusts to fit — even the pre-session briefs. And every system within Holder has a switch, so you can adjust the system to fit exactly your needs. Switched off means out of sight, not gone — change your mind at any point.

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Sessions

Bookings, payments, and a friendly interface — plus a built-in online video session system. Connect Stripe and you can be taking bookings the same afternoon.

Booking & calendar

Booking pages you can put anywhere. A calendar that flows both ways.

So your availability is always right, and nothing double-books.

✓Branded booking pages for sessions and packs — linked from your own website, and themed to match it
✓Your calendars synced both ways — outside commitments block your availability, and every booking lands in your own diary
✓Breathing room around sessions, set per location — different buffers for online, venue and home
✓Group tickets sold on your own page with no platform fee, through Eventbrite, or both at once
✓Retreats and multi-day events — tiered pricing, deposit-only checkout, balances tracked to their due dates, and a roster that carries rooming and dietary notes
✓Your booking pages, the client portal and every client email can be in your own language — one click drafts the whole set, on every plan, and every word stays yours to edit
Payments

Getting paid, made the simplest part.

Connect once, and the money side looks after itself.

✓One-click Stripe connect — your money settles straight to your own bank, and Holder takes no cut
✓Take payment at booking, sell packs and credits that track themselves, or send invoices and see at a glance what's paid
✓Gift cards — fixed-value or tied to a session or pack, redeemed without a login, delivered on the day you choose
✓Your currency, not ours — prices, packs and reports all follow the currency your Stripe account settles in
✓Refunds with a click, and branded receipts sent automatically
Dashboard

Your practice at a glance.

The first thing you see when you sign in: what needs you today, and how things stand.

✓Today's sessions, today's money, anything waiting on you — in one calm view
✓The approval queue, your upcoming room, and the day's bookings, together
✓Enquiries from your booking pages land in one inbox, so nothing is lost to an email thread
Video & music

Video sessions that are really yours.

In-house video sessions that your clients join with one click, in a room that carries your name — private, steady, and nothing kept once you leave. Music plays in high quality, where an ordinary video call crushes it.

✓One-click join — no download, no account, for you or your client
✓Private by design — waiting room, host controls, and a room that exists only while you're in it; nothing recorded or stored
✓Your own tracks in full 192 kbps stereo — crossfade, auto-advance, and the music dipping when you speak
✓Suggestions ranked by what the clients in the room haven't heard yet
✓The same player works in the room for in-person work — and on Chrome or Edge you can share any browser tab straight into a session
✓Prefer Zoom or Meet? Use your own link on any session instead
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Studio & team

More than one of you.

Holder runs a studio as easily as it runs a solo practice — flat per-seat pricing, everything shared under one roof.

✓Invite practitioners by email — each with their own availability, their own short bio, and the session types they offer
✓Your booking page grows a practitioner picker as soon as there's more than one of you; a solo practice never sees it
✓Double-booking is guarded per practitioner, so two of you can run at the same time without ever clashing
✓An assistant seat runs the diary, the money and the approvals, but never holds sessions — and one is included with Expander
✓Flat per-seat pricing with a running total, so the cost splits evenly however many of you there are
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Relationships

Everything you know about a client in one place: their history, the forms they've filled in, what they've agreed to, and every email you've sent. For regulated therapeutic work, records are built to stand up — notes with full amendment history, signature-grade consent, and industry-standard structures if you need them.

Clients

Your clients, kept in order.

The heart of a practice is the people in it. Holder keeps that record clean and complete, without you tending it — no duplicates, no drift, as the bookings roll in.

✓A single, tidy client record — history, sessions, notes, forms, billing and consent, all in one drawer
✓One box across your clients, sessions and session notes — a name, an email or phone number, a venue, a phrase in a note
✓Groups that keep themselves up to date — new clients, lapsed clients, online-only — or build your own from any rule you like: who booked what, when they last came, what they've spent, what they've told you
✓Add your own fields to any client record — whatever your practice needs to track — then group and filter by them exactly as you would the built-in ones
✓Bring your people with you — upload a spreadsheet, and Holder lines the columns up for you
Automated emails

Email that respects the relationship.

Staying in touch is half the practice — and Holder makes it the easy half, with the fiddly, deliverability-killing parts handled for you, so your words land.

✓Group emails that reach the inbox instead of the spam folder — paced, batched, and sent from your own domain once you add a few DNS records, which Holder checks for you one by one
✓Every email a practice needs, already written and ready to send itself — confirmations, prep, reminders, receipts and thank-yous — with every word yours to edit
✓Sequences you build from any trigger, and re-engagement arcs for lapsed clients that stop themselves the moment someone books
✓Text-message reminders alongside email, for the clients who want them — the surest way to cut a no-show, sent inside quiet hours and never used for marketing
✓Marketing only ever goes to someone who has said yes — and every yes and every no is recorded, with where it came from and when
Forms & intake

Forms & intake, without the third-party tool.

The questionnaires, waivers and intake forms a practice runs on — built in, and kept in-house.

✓Health questionnaires, consent and waivers, registration — created in Holder
✓Consent captured properly — a typed-name agreement stamped onto the record, kept append-only, and never silently rewritten
✓Answers land straight on the client's record, ready before you see them
✓A clear flag if someone arrives with a form still incomplete
✓Confidential by default — the answers never leave your practice or get mined by a third party
Notes & records

Records that would stand up.

Session notes a professional can rely on — structured, protected, and entirely yours.

✓Simple, editable, archived and searchable — with a running count on your dashboard of the write-ups still to do
✓For those who need it, ready-made layouts — SOAP, DAP or GIRP — or build your own for the whole practice
✓Finalise a note to lock it; any later change is an append-only amendment, with a reason and an author — the original never mutates
✓Validated outcome measures — PHQ-9, GAD-7, WHO-5: sent by link, scored automatically, trends charted; answers that need urgent attention flag the client and alert you at once, with signposting shown to them. No AI anywhere in that path
Quiet AI help

AI that prepares the work, then waits for your word.

Holder does some of the thinking-ahead for you — and never acts without you. All of it is optional: switch it off and your practice runs AI-free, with nothing about your clients sent anywhere.

✓A short brief before each session, drawn from that client's history — their notes, their forms, even the music they've heard
✓All suggestions presented in a single approval queue, for you to modify, send or reject
✓No extra credits you need to purchase — a generous monthly allowance is part of your plan, with usage shown plainly in settings
Client portal

A page of their own — and no passwords, ever.

Clients get a page of their own, reached by a link in their email — nothing to remember, and nothing to reset.

✓Upcoming sessions with join links, past history, receipts, and pack and gift-card balances
✓Forms waiting for them, and their own email preferences in their own hands
✓Self-serve reschedule and cancel, inside rules you set — minimum notice, your wording; you're notified, and refunds stay a human decision
✓Carries your logo and colours, on your practice address
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Growth

Two different kinds of growth, kept distinct. The first focusses on your practice — who has drifted, who is ready to come back, and what the numbers actually say. The second focusses on the development of your practice: partners, venues, corporate bookings and press, run as proper relationships with AI-supported research and drafting behind it.

Your clients

Keeping your practice fresh.

Summaries of how things stand, and proposals for the next step, drawn from your own data.

✓Who is drifting, who is cooling, who has just arrived — refreshed every week
✓Bookings, retention, new-versus-returning, group fill rates and a 30-day booking forecast
✓Your own audience segments — rules that keep themselves current, hand-picked lists, or combinations of the two
✓A weekly review written for you, with one-click moves — create the segment, draft the outreach, open the campaign
✓Every one of them arrives as a proposal in the approval queue, for you to modify, send or reject
Professional growth

Expanding your practice — partners, venues and press.

A CRM shaped to a practice, not a sales floor.

✓Relationships you design — your own stages and your own fields, kanban or table
✓Research that prepares a brief on a contact before you approach them, so you arrive knowing who you are writing to
✓Outreach drafted for the people worth reaching — written for you to approve, adjust or ignore
✓Deal values rolled into an honest forecast, and a funnel that shows where things stall
✓Capture from any public form, or add one BCC address to your replies and they log themselves
Money & accounting

Your money, and your year-end.

Everything paid through Holder is already on the record, so most of the year's accounting is done before you start. Add your costs too to complete the package, or feed your income directly to your accounting software to handle that.

✓An income and expenditure report made up to a date you choose — with every booking, pack, gift card and retreat already in it, and card fees and refunds accounted for
✓Expenses entered in seconds: ready-made categories your accountant will recognise, and recurring costs that enter themselves
✓Money taken outside Holder — cash at the door, a bank transfer — goes in with a couple of taps, so nothing is missing at year end
✓Tag any cost or payment to a retreat, a course or your 1:1 work, and see what each one actually made
✓Hand the year over as a PDF for your accountant, or a CSV your accounting software can import — with UK figures laid out the way Self Assessment expects them
✓Keep your costs somewhere else? Switch expenses off and you get a clear income report instead — and you can change your mind any time
Underneath all of it

Your records, held safe and secure.

Here's exactly how that's kept.

✓A Data Processing Agreement that binds us in law and takes effect the moment you create your account — no signature needed — including that no one at Holder accesses your client data without your written permission, except where strictly necessary for support you have asked for or to comply with the law, and that any support access is logged in your own activity log
✓EU-hosted, in Ireland, under GDPR
✓AI is optional and switches off entirely. When it is on, each feature is given only the part of a record it needs, nothing is ever used to train anyone's model, and it is automatically deleted within 30 days
✓Sealed off from every other practice, enforced with row-level security at the database itself; encrypted in transit, at rest and in off-site backups — with two-factor authentication for your whole team, passkey and Touch ID sign-in, an activity log you can read, and a public status page
✓Take everything out whenever you like — your whole practice as spreadsheets or JSON
How your data is held →
Considered detail

Details make the difference.

Developed by a practitioner, Holder has those extra details that make an already full package even richer.

✓Four considered themes in light, night or follow-the-device — or your own colours, and your own background
✓Your logo through the app and, automatically, in every client email
✓Five practice presets, so the product speaks in your vocabulary from the first day
✓Every client-facing word can be rewritten in your own wording, not only your own language
✓A guided tour at your own pace, each chapter opening the real page it describes
✓A library holding your note templates, your saved text and your testimonials
✓The whole workspace works properly on a phone, not a cut-down version of it
✓Travel-aware gaps between in-person venues, worked out from real journey times (anonymised)
✓Start an instant room any time, without a booking
✓A calendar file in every confirmation, so the session lands in their diary too
✓A slot held for thirty minutes during checkout, so two people can't buy the same time
✓A waiting list that gathers interest quietly if bookings are paused
✓Duplicates spotted for you, with a side-by-side merge where you choose what survives
✓Forms that send themselves — on first booking, every booking, or to a whole group at once
✓An embed code, so your forms can live on your own website
✓Opens and clicks recorded against each client
✓Print a client's whole record from your browser — for a subject-access request, a supervisor or an insurer
✓Expiry reminders before a client's credits run out
✓Something not right? A reporter inside the app, with personal details scrubbed before anyone looks
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