NotesheetsUS

West Virginia, United States

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Last updated on 17 Oct, 2026
Tim Parsons

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Tim Parsons

About NotesheetsUS

Planners, Spreadsheets & SOP Templates for Business

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On Etsy since 2026

Planners, Spreadsheets & SOP Templates for Business

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Ready-to-use templates and tools that help small businesses get organized and save time

Shop policies

Last updated on 06 Oct, 2026

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Your files will be available to download once payment is confirmed. Here's how.

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Last updated on 06 Oct, 2026

Frequently asked questions

What will I receive, and how do I access it?

After purchase, you'll get an instant download with the setup guide, the customer license, and links to both templates. Open the Notion link and click "Duplicate" to add it to your workspace, or open the Google Sheets link and click "Make a copy" to save it to your Drive. Setup takes about 15 minutes.

Do I need a paid Notion or Google account?

No. The template works on Notion's free plan, and the Google Sheets version works with any free Google account.

Is this template HIPAA-compliant?

No. It's an organizational tool, not an electronic health record (EHR), and it isn't HIPAA-compliant on its own. We recommend using client ID codes instead of names and keeping detailed clinical records in your EHR. Please check your licensing board's rules and local privacy laws before storing client information.

Do the Notion and Google Sheets versions sync with each other?

No, they work independently. Both are included so you can choose the one you prefer. We recommend picking one as your main system to avoid entering information twice.

Can I customize the template?

Yes. You can add fields, rename sections, change colors, and remove anything you don't need. The setup guide explains how to adjust dropdowns and alert settings.

Can I use it on my phone or tablet?

Yes. Both work in the Notion and Google Sheets mobile apps, which are handy for checking your schedule or balances on the go. For setup and larger edits, we recommend a computer.

Can I share it with colleagues or my group practice?

Each purchase covers one practice, including its staff. Please don't share the template links outside your practice or resell the templates. Each additional practice needs its own purchase.

What if I need help or something isn't working?

Send us a message on Etsy and we'll help you get set up. Because this is a digital download, we can't accept returns, but if anything isn't working as described, contact us and we'll make it right.