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Tutoring Business Forms Kit, Session Tracker, Intake, Progress Report (Digital Download)

Price:$3.00

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Highlights

  • Designed by HilltopVentures
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP

Keep every session, package and payment straight, and give parents the updates they want. This kit tracks who has prepaid hours left and who owes you, and gives you printable forms for intake, session notes and progress reports.

It is made for private tutors and small tutoring businesses, in person or online, for any subject or grade. The spreadsheet does the math. The printable forms take a new student from intake to a learning plan, record each session, and report progress to parents every month. Every form has green fields for your business details and a dashed box for your logo. The design is warm off-white, charcoal and deep green, and it also prints well in grayscale.

WHAT'S INCLUDED (8 files)
• Tutoring Session & Package Tracker (.xlsx, 8 tabs): Start Here · Settings (default rate, late cancellation and no-show charges, low-balance alert) · Students (40 rows, each with an optional rate of their own) · Session Log (500 rows; pick student and status, and hours and charge calculate) · Payments (300 rows, with prepaid package hours) · Balances (paid, charged, balance, prepaid hours left, renewal and payment alerts) · Statement (pick a student and month for a printable parent statement) · Monthly Summary
• Student Intake & Learning Plan, 2 pages: intake form for parents · learning plan with starting point, goals and check-ins
• Session Notes, Homework & Schedule, 3 pages: session notes · homework tracker · weekly schedule
• Progress Report & Attendance, 2 pages: progress report for parents · yearly attendance record
• Rates & Tutoring Policies, 2 pages: rates and packages price list · policies template with prompts
• Invoice & Payment Log, 2 pages
• Welcome & Referral Cards, 1 sheet (two 5.5 x 8.5 in cards)
• Start Here guide

HOW IT WORKS
1. Download the files from Etsy after purchase.
2. Open the .xlsx in Excel, Google Sheets, Numbers or LibreOffice, replace the example rate and charges, and add your students.
3. Add your business details to the PDFs in a PDF editor that edits text, or import them into Canva or Google Docs.
4. Print the forms you need, or send them to families as PDFs.

PLEASE NOTE
• This is a digital download. Nothing physical will be shipped.
• The green [fields] are highlighted text placeholders, not fillable form fields. Replace them in a PDF editor that edits text (for example Adobe Acrobat, PDF-XChange Editor, or Preview on Mac), or import the pages into Canva or Google Docs. Blank lines and boxes are made for writing on after printing.
• Colors may vary slightly between screens and printers.
• For use in your own business or properties only. Please do not resell, share or redistribute the files.
• The spreadsheet is a standard .xlsx with formulas. Type only in the light green cells. Example rates and charges are placeholders, not recommended prices.
• The policies page is a template with prompts, not a contract and not legal advice. No contract template is included.
• This is an independent template by HilltopVentures. It is not affiliated with any school, district, test maker, tutoring company or platform.

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Listed on Oct 6, 2026
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