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Editable spreadsheets, documentation systems, therapy resources, and planning tools for therapists and allied health professionals

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Editable in Google Sheets

Customize to match your workflow

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Processed securely through Lemon Squeezy

Made for therapists

Made for Professionals

Practical tools for real clinical and practice needs

TOP-3 Tools for Your Professional Needs

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Helpful tools to support your practice and get you organized
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⭐ Loved by Therapists and Educators

Real feedback from professionals using Wise Spreadsheets Shop tools to simplify documentation, planning, tracking, and everyday workflows.

★★★★★
“Incredibly helpful with getting session notes started and very easy to customize!”
Lara
Etsy customer · Therapy SOAP Notes
★★★★★
“A valuable resource for clinicians wanting to improve efficiency without sacrificing quality documentation.”
Angelica
Etsy customer · Therapy Goals and Objectives Guide
★★★★★
“Tracking minutes is never a fun or easy task, but this resource is going to make it much more manageable!”
Melissa D.
TPT customer · IEP Caseload Tracker

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Refund and Delivery Policy

Last updated: July 2026

All products are digital. No physical product will be shipped.

After payment, Lemon Squeezy sends a receipt and product-access information to the email address entered during checkout.

Please check your inbox, spam, junk, and promotions folders. Download and save your files and keep a backup copy.

Google Sheets products require a Google account. A computer or laptop is recommended for the initial setup.

Access Problems

Contact wisespreadsheetsshop @gmail.com

if:

  • Your receipt does not arrive
  • A download is missing
  • A link does not work
  • The wrong file was delivered
  • A file is damaged or incomplete

Include your purchase email, order number, product name, and a short description of the problem.

Do not include confidential client, patient, or student information.

Refunds

Because digital products are delivered immediately, purchases are generally final.

A refund may be considered when:

  • The same product was purchased twice
  • The wrong product was delivered
  • A required file is missing
  • A file or link is defective and cannot be corrected
  • The product is materially different from its description
  • A refund is required by applicable law

Please allow an opportunity to restore access or correct a technical problem before requesting a refund.

Refunds are generally not provided for a change of mind, purchasing the wrong product, failure to review the description, unsupported software, lack of a Google account, or failure to download and save the files.

Submit refund requests within 14 days of purchase.

Approved refunds are processed through Lemon Squeezy and returned to the original payment method. Processing times depend on the payment provider. Lemon Squeezy describes its merchant-of-record responsibilities as including payment disputes, refunds, and tax collection.

Nothing in this policy limits mandatory consumer rights.

Privacy Policy

Last updated: July 2026

This Privacy Policy explains how Wise Spreadsheets Shop handles personal information when you visit wisespreadsheetsshop.com, contact the shop, download a free resource, join an email list, or purchase a product.

Data controller: Iuliia Abelovich, operating as Wise Spreadsheets Shop
Email: wisespreadsheetsshop @gmail.com

Legal operator: Iuliia Abelovich

Postal address: Available on the Contact page

Information Collected

We may receive:

  • Your name and email address
  • Information included in your messages
  • Order number and product purchased
  • Newsletter or free-resource registration information
  • Affiliate-related information
  • Technical information such as IP address, browser, device, pages visited, and referring page

Lemon Squeezy processes payment information. Wise Spreadsheets Shop does not directly receive or store complete payment-card details.

How Information Is Used

Information may be used to:

  • Deliver products and free resources
  • Provide customer support
  • Restore product access
  • Maintain business and transaction records
  • Assist with refunds
  • Prevent misuse or fraud
  • Improve the website and products
  • Manage affiliate referrals
  • Send marketing emails with consent
  • Meet legal and regulatory obligations

Lemon Squeezy

Lemon Squeezy processes checkout, payments, receipts, invoices, applicable taxes, and refunds under its own terms and privacy policy.

Wise Spreadsheets Shop receives the order information needed for delivery, support, recordkeeping, and permitted communications.

Cookies and Affiliate Tracking

The website may use cookies or similar technologies for essential website functions, security, checkout links, preferences, affiliate tracking, and basic performance.

Lemon Squeezy affiliate tracking may create an anonymous identifier when someone visits through an affiliate link so a later eligible purchase can be attributed to the affiliate.

Where required, non-essential tracking will be activated only after consent.

Cookies may be restricted or deleted through your browser settings, although this may affect some website functions.

Email Communications

Transactional emails may be sent for purchases, access instructions, support, and important product information.

Marketing emails are sent only when you have subscribed or when otherwise legally permitted. Marketing emails include an unsubscribe option.

Sharing Information

Information may be shared only when reasonably necessary with service providers such as:

  • Lemon Squeezy
  • Website hosting and WordPress providers
  • Email providers
  • Google services
  • Technical, legal, accounting, or tax advisers

Information may also be disclosed when legally required or necessary to protect legal rights and security.

Wise Spreadsheets Shop does not sell personal information to advertisers.

Google Sheets

Information entered into a copy saved in your own Google account is controlled through your account and sharing settings.

Wise Spreadsheets Shop does not routinely access information stored in private customer copies.

Do not send confidential client, patient, or student information when requesting support.

Retention and Security

Information is retained only as long as reasonably necessary for delivery, support, business records, legal obligations, fraud prevention, dispute resolution, and license enforcement.

Marketing information is retained until you unsubscribe or request deletion, subject to records needed to respect that request.

Reasonable security measures are used, but no website, email system, or online service can guarantee complete security.

Your Rights

Depending on where you live, you may have rights to request access, correction, deletion, restriction, objection, withdrawal of consent, or a portable copy of your information.

Some records may need to be retained for legal, accounting, security, or dispute purposes.

Privacy requests may be sent to wisespreadsheetsshop @gmail.com.

Children

This website is not directed to children under 16, and personal information is not knowingly collected directly from children under 16 without appropriate permission.

Third-Party Links

The website may contain links to third-party services. Wise Spreadsheets Shop is not responsible for their content, security, or privacy practices.

Changes

This Privacy Policy may be updated when business practices, services, or legal requirements change.

The current version will be published on this page.

Terms of Service​

Last updated: July 2026

These Terms apply to the use of wisespreadsheetsshop.com and to digital products provided by Wise Spreadsheets Shop.

Legal business information is available on the Contact page.

By using this website, downloading a free resource, or purchasing a product, you agree to these Terms.

Digital Products

Wise Spreadsheets Shop sells digital spreadsheets, templates, guides, printable resources, and product bundles.

No physical product will be shipped.

Please review the product description, file format, included materials, and software requirements before purchasing.

Checkout and Payment

Purchases are processed through Lemon Squeezy, which acts as the merchant of record for the transaction.

Lemon Squeezy handles checkout, payment processing, applicable sales tax or VAT, receipts, invoices, chargebacks, and approved refunds.

Wise Spreadsheets Shop is responsible for product descriptions, files, access links, instructions, and product-related support.

Your payment statement may show Lemon Squeezy or its current payment descriptor.

Delivery

After payment, Lemon Squeezy sends a receipt and product-access information to the email address entered during checkout.

Delivery may include PDF files, ZIP folders, spreadsheet files, or Google Sheets access links.

Customers are responsible for entering a correct email address, checking filtered email folders, downloading the files, and keeping backup copies.

For access problems, contact wisespreadsheetsshop @gmail.com

Google Sheets Products

Products designed for Google Sheets require internet access and a Google account.

A computer or laptop is recommended for the initial setup.

Excel compatibility should only be assumed when it is specifically stated in the product description.

License

Each product is licensed to the original purchaser for personal or professional use.

You may:

  • Create and customize your own working copy
  • Enter your own information
  • Use the product in your own professional workflow
  • Print completed materials for your permitted use
  • Allow authorized coworkers to collaborate in one shared working copy

Coworkers may not create separate reusable copies for their own independent use. Separate copies require separate licenses.

You may not:

  • Resell or redistribute the product
  • Share the original access link or instruction file
  • Upload the product to another website, marketplace, library, or membership platform
  • Offer it as your own free resource
  • Rebrand it or claim it as your own
  • Create copies for unlicensed users
  • Use it to create a competing product for sale

Free resources remain protected by copyright and may not be resold or redistributed.

Intellectual Property

All original spreadsheet structures, formulas, written content, instructions, graphics, and designs remain the property of Wise Spreadsheets Shop.

© 2026 Wise Spreadsheets Shop. All rights reserved.

Purchasing or downloading a product provides a limited right to use it. Copyright ownership is not transferred.

Confidentiality and Professional Use

Products are delivered blank.

Customers are responsible for protecting any personal, educational, medical, clinical, or confidential information entered into their copies.

Use secure accounts and devices, restrict access, review sharing permissions, and follow applicable workplace, privacy, licensing, and professional requirements.

Do not send confidential client, patient, or student information when requesting support.

Products are organizational, educational, and documentation-support tools. They do not replace professional qualifications, supervision, clinical judgment, legal or medical advice, employer policies, or applicable law.

No product guarantees legal or regulatory compliance, reimbursement, or specific professional outcomes.

Refunds

Refund eligibility is explained in the separate Refund and Delivery Policy.

Nothing in these Terms limits consumer rights that cannot legally be excluded.

Third-Party Services

The website and products may rely on services such as Lemon Squeezy, Google, Microsoft, WordPress, hosting providers, and email providers.

These services operate under their own terms and privacy policies.

Wise Spreadsheets Shop is not responsible for outages, policy changes, account restrictions, or interruptions caused by third-party services.

Limitation of Liability

To the extent permitted by law, Wise Spreadsheets Shop is not responsible for indirect losses, lost data, lost income, customer-entered errors, unauthorized access caused by customer settings, or third-party service interruptions.

Customers should maintain backups and review all information before use.

Changes

These Terms may be updated when products, services, or legal requirements change.

The current version and revision date will be published on this page.

Governing Law

These Terms are governed by the laws of the State of Israel, without excluding mandatory consumer protections that may apply in a customer’s country of residence.

Questions may be sent to wisespreadsheetsshop @gmail.com.

Contacts

Wise Spreadsheets Shop

Website: wisespreadsheetsshop.com
Email: wisespreadsheetsshop @gmail.com

Legal operator: Iuliia Abelovich
Business correspondence address: 1709507, Karkom 7/3, Nof-HaGalil, Israel

Please allow up to two business days for a reply.

For order support, include:

  • Purchase email
  • Lemon Squeezy order number
  • Product name
  • Description of the issue

Please remove confidential client, patient, or student information from screenshots.