How to Run a Remote Energy Healing Session: A Step-by-Step Checklist

If you’ve ever started a remote healing session and realized you forgot to send the intake form, check your mic, or fully ground yourself before logging on, you know how easy it is for things to feel scattered.

Remote sessions bring unique challenges — from tech issues to environmental distractions — that can make even a skilled practitioner feel off-center. When there's no clear process in place, the session can feel rushed or out-of-balance, even if the energy work itself is solid.

At EMPA, we’ve helped hundreds of energy healers create remote practices that are safe, structured, and professional. We’ve seen firsthand how much smoother and more impactful sessions become when you follow a repeatable process that supports both you and your client.

In this article, you’ll get a simple, step-by-step checklist for running remote sessions confidently — including what to prepare before, during, and after. You’ll also get practical tips to balance intuitive flow with professional structure, plus a free downloadable version of the checklist you can start using today!

Why Every Remote Energy Healing Session Needs a Clear System

Remote healing can be beautiful and deeply moving. However, it also comes with distractions and challenges that aren’t present in a physical space.

Without structure, things get messy:

• You forget to confirm the session link.
• The client shows up late and frazzled.
• Your Wi-Fi drops, and there’s no backup plan.
• You’re still energetically holding the last session when the next client logs on.

These hiccups have the potential to make the experience feel less professional, impactful, and even less safe for everyone involved.

Structure should not be viewed in opposition to your intuition. In fact…structure supports it.

Having a reliable system means:

• You’re less anxious about the technical and administrative aspects of your practice
• Your energy is more focused
• Your client can relax because you feel steady
• You’re able to hold deeper space without leaks or distractions

Your structure is part of the healing. It tells the client: You’re safe here. I’ve got you.

Structure also protects your energy. When your process is repeatable and reliable:

• You’re not scrambling or overthinking
• You spend less effort managing logistics
• You’re less likely to absorb chaos or confusion from the outside

That means more presence, less pressure.

The Remote Energy Healing Session Checklist

This checklist is here to simplify your process so you’re not second-guessing yourself or juggling a dozen moving parts during each session.

You can adjust it to suit your style or modality, but the core is built to help you feel more confident and professional, while still leaving space for your own authentic flare.

Before the Session

1. Confirm the Booking
   Send a confirmation email with the date, time (and time zone), session link, and policies (for example, if someone is late, or no-shows, for their session).
2. Send Your Consent Form
   Make sure it’s reviewed and signed before the session starts.
3. Share a Client Prep Checklist
   Help them prepare: quiet space, water, headphones, devices off, etc.
4. Test Your Tech
   Check your mic, camera, internet connection, and session platform. Have a backup plan just in case.
5. Prepare Your Space
   Tidy up, gather your tools, and take a few minutes to ground your own energy.

During the Session

1. Start with a Welcome
   Greet your client, check in, and explain the flow of the session.
2. Confirm Privacy and Comfort
   Make sure they’re in a private, distraction-free space.
3. Hold the Session as Usual
   Trust your process. Follow the flow of your modality.
4. Stay Present
   Keep your energy focused on them.
5. Handle Glitches Calmly
   Stay flexible. If tech fails, fall back on your plan B.

After the Session

1. Gently Close the Space
   Give them time to come back and share anything they want to express.
2. Check In
   Ask how they feel and share any aftercare tips or reminders. 
3. Record Your Session Notes
   Keep track of anything important for future reference. Don’t forget to store notes in a private, secure location.
4. Clear and Reset Your Space
   Energetically disconnect and prepare for whatever’s next in your day.
5. Optional: Send a Follow-Up Email
   Include insights, reminders, or integration suggestions.

💡 Bonus Tips: Set the tone for your session by preparing your environment and energy with the same care you bring to your healing work.

• Create an attractive virtual space: Clear clutter, adjust lighting, and use simple rituals like lighting a candle or incense to set the tone.
• Ground yourself before you begin: Even two minutes of breathwork or silence can help you shift into presence.
• Set clear tech boundaries: Silence notifications, close unrelated browser tabs, and allow reset time between appointments.
• Hold space through your voice: Speak with intention, pause when needed, and let your pacing support the session.

📖 Next: Are your remote sessions fully protected?
Read: Am I Covered for Online and Remote Healing Sessions?

What's Next: Download the FREE Remote Healing Session Checklist

Now that you’ve seen how a clear structure can support your remote healing work, you have the foundation to run sessions that are calm, consistent, and client-centered.

If you’ve ever felt unsure about whether you’re “doing it right,” or found yourself scrambling, this process gives you the clarity and confidence to focus fully on your work.

To help you put it into practice, we’ve created a free downloadable resource: The Remote Practice Guide. This includes:

• A printable version of this checklist
• Sample email copy and consent form wording
• Preparation tips and templates you can customize

At EMPA, we support energy healers in building safe, ethical, and professional practices — both in person and online. Whether you’re new to remote work or refining your flow, this guide is designed to help you create sessions that are grounded, protected, and aligned with the high standards your clients deserve.

Disclaimer: This article is for educational purposes only and does not provide legal, financial, or medical advice. The examples are general, and coverage may vary by policy. Always refer to your insurance provider or policy language for specific details, as the policy terms take precedence. For legal concerns related to your practice, consult an attorney.