How it works

The tools you need, designed for you and working together.

The day-to-day of running a practice, with the friction taken out.

Before anything else

It arrives your size.

Holder holds a lot, and no practice uses all of it. When you sign up you choose the kind of practice you run — breathwork, somatic and bodywork, movement and yoga, therapy and counselling, or coaching — and Holder opens the rooms you need, in your words: your session nouns, your intake wording, even the briefs. Every automation sits in one list with a switch beside it, so anything you don't want, you switch off. Switched off means out of sight, not gone — change your mind at any point.

One of three

Sessions

Booking, payment, and the room itself — the parts you touch every working day. Connect Stripe once 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 that's yours, with music done properly.

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
Image Coming Soon
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
Image Coming Soon
Two of three

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 and therapeutic work the record is built to hold up — notes that lock, consent that versions, and an amendment trail that shows exactly what was written, when, and by whom.

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 that searches the whole record — a name, a phrase in a note, an answer on a form
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, filter and search 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 with one DNS record
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 — coming soon: 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
Three of three

Growth

Two different kinds of growth, kept apart. One is the practice you already have — who has drifted, who is ready to come back, and what the numbers actually say. The other is the work of building one: partners, venues, corporate bookings and press, run as a proper pipeline with research and drafting behind it. Both prepare the next step and hand it to you.

Your clients

The practice you already have.

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

Building the practice — partners, venues and press.

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

Pipelines 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
Image Coming Soon
Underneath all of it

You hold the records of people who trust you.

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
Considered detail

Small things, done with care.

None of these will make the decision for you. They are the things you notice in week three, and they are why people stay.

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
See pricingStart free trial