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Match clients with members of your team 10x faster: We're streamlining the entire client match experience.
We're thrilled to launch one of the most requested integrations: QuickBooks Online! Now, you can easily map all of your to QuickBooks Online: Payments, Invoices, Refunds and Credit Notes all can be customized to map to the appropriate GL account.
With future start dates for packages, you can pre-sell a service down the road. So, if you intend to sell a program for next fall, or next semester, Practice will set the start date in the future when the client goes through the purchase flow.
Now, the name you present to your customers doesn't need to be the way you identify a package. With internal names for packages you can add an unique ID for a package that we'll store as metadata on the object.
Yep, now you can officially delete appointments from Practice. This feature allows you to hard-delete sessions or recurring sessions you want to remove from the product.
We've expanded access to Today's view. Now, every user on Practice has access to the improved dashboard for tracking some baseline business metrics.
One of the most challenging parts about scalaing a service based business is keeping each of your clients on track across the board. Now with On Track Summary View, you can see where each client is, how many sessions they have left and who's falling behind. In addition, you can see the performance for each member of your team!
Now on Practice, you can initiate refunds and credit notes directly from invoices paid via Practice.
On Track is the easiest way to keep clients longer. With On Track, you can easily set a status for each of your packages to track utilization over time. If clients aren't using sessions, you'll easily see who's falling behind. This allows you to proactively check in and get them back on track!
Now, for recurring appointments you can automatically add the entire series to a package. This allows you to ensure each session in your recurrance is tracked properly!
We've made it easier to track down appointments missing outcomes or missing packages when doing reconcilation for your usage based packages.
For all types of packaegs, we've improved the package cards on client records to make it easier to understand sessions that've been booked vs. completed so you can track utilziation more effectively.
Allow usage based packages to have a customized minimum amount. So, usage based packages can be configured as a subscription which allows a client to have 'overage' sessions, but still guarantee a minimum amount of monthly dollars a client bills for.
Now, Practice will show a live table view of all of your currently serviced packages; those that are in progress. This view allows for an easy view of
This is available for Pro, Teams & Enterprise customers.
Automatically "bump" a client if they don't complete a form and customize a reminder sequence to ensure your forms are completed!
Do you send forms after a certain number of sessions have been completed? Send mid-point check-in's or automate a form being sent to a client after a certain number of sessions.
Now you can automatically send a form to a client when you assign a package!
As the product grows, so does our navigation :) we've made some changes to services navigation as we gear up for a few new exciting announcements to services.
Please reach out to support@practice.do with any questions!
We've rebuilt our search from the ground up. Our brand new search experience is a dramatic improvement to the speed, accuracy and consistency of how you search for contacts.
With large teams, one of the most complex job functions is reconciling sessions and payable accounts to service providers. As part of this update, we've launched a significant change and ease of use to how easy it is manage accounts payable. Now there's an extremely simple and detailed view to see how much time a member of your team has performed.
For packages with companies or families, control who has access to notes and forms across either your manager or participant role!
Now, Practice will use your company logo in your dashboard. It's a nice personal touch for your team :)
Now, you can easily edit past appointments instead of having to modify them directly on your integrated calendar.
Now, within usage based packages you can decide if the deposit is drawn down from an amount. Or, if you'd like to apply the deposit to the end of the client engagement.
For individual clients that sign up for a package, you can now move their package to a different hierarchy at the company or family that they belong to.
One of our most requested features, you can now use coupons with packages!
Now, you can manually log appointments without sending to the client. So, if there's an appointment not on your integrated calendar, easily create it in Practice.
Now, in addition to setting up monthly usage based packages you can configure weekly usage based packages. So it's possible to set your client billing cadence to every week instead of every month.
For Teams and Enterprise partners, your home dashboard is brand new! We've added tools for tracking active clients, packages, sessions by scheduler and much more!
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For Teams and enterprise partners on Practice, we now support a Google sheets integration!
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We've entirely redesigned how companies and families exist on Practice.
We've added a new role on Practice called Collaborator+
This permission allows certain members of your team to access ALL clients (search for example) however, they won't have access to any of the financial data & information in your organization.
Reach out to your account rep to coordinate access!
For each member of your team, allow them to see specific payroll information (all time) or in their specific pay period. This is built directly into their home dashboard!
When creating appointments for clients in a package, now, you can easily pre-fill the appointment details for a one-off appointment! This means Practice will automatically add the appointment to the package and pre-fill the duration, title, and smart actions so you can quickly create a session for a client :)
Tracking pay-as-you-go packages just got a whole lot easier! With this new package format, Practice will automatically tally up sessions used by clients and bill them at the end of each month (or week)
Available for Pro, Teams and Enterprise partners!
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For those using our Microsoft Outlook integration - you can now use Teams as a meeting source (or Skype) depending on the configuration of your Outlook account :)
Control how and when clients can schedule with your packages. With the package gate you have complete control over booking with new and existing clients! Learn more here
Now, enterprise teams on Practice can add custom branding and logos to email notifications sent by the system. Notifications for appointments or packages booked (or anything else!) can come from your brand account instead of a Practice domain.
Flexible packages are an easy way to allow clients to self-select the number of sessions they'd like to purchase. If you give clients the freedom to self-serve into a package, then this is a great solution for you!
We're thrilled to launch one of the most exciting updates to Practice! Long awaited, we're adding support for Outlook and Microsoft teams.
If you love Zapier and automation - you're in the right place! We've added a ton of new zaps for pausing package, assigning team members, adding labels, booking packages and much more!
For the full list, see here: zapier.com/apps/practice/integrations
A new toggle-able control on packages allows you to customize whether or not a package can be booked into the future. For subscription packages, if you want to allow a client to book sessions into the future (or not) you can control this!
For U.S. based organizations (where Stripe is setup to take ACH :) you can now accept ACH as a payment method in addition to credit cards on your packages!
From within your schedulers, easily control when clients can cancel and reschedule (or do neither!) for complete control over your calendar and availability. This is a simple way to ensure that you don't receive a cancellation at the last minute and optimize your availability.
For subscription packages, you might want to pause a package from renewing -- now you can! Customize when/how a package is paused and when it renews into the next cycle.
Automatically track outcomes for appointments in packages! When clients cancel appointments, you can automatically remove those sessions from packages to ensure that only the correct sessions are counting towards fulfilment.
Tracking payroll for sessions and tabulating how much each member of your team is owed is now on autopilot. Gone are the days of manually reconciling sessions and invoices from your 1099's, Practice will do all of the heavy lifting for you!
For teams where scheduling amongst team members is important, we have new for you! Now, schedulers can be used to book appointments with your team in addition to bookings for clients.
Two highly requested field types are now supported on Practice!
Now, teams can designate specific members of the teams an Administrator -- in addition to being a partner or a collaborator!
Our team has been hard at work improving the performance and quality of Practice. From scheduling to enrolling in packages, some parts of the product will notice a 50% boost in speed & performance!
In addition to client-facing forms, Practice now supports Internal Forms as well! This streamlines administrative ability to collect standardized content at the conclusion of sessions and structured session notes.
We've added support for organizing two new classifications of how you can manage clients in Practice. Now, you create families and organize clients under a company!
As an alternative to tracking packages via session count, you can now track fulfillment of packages based on hours or minutes.
We're thrilled to launch one of our most highly requested features! For customers offering subscription packages, using Practice you can automatically "unlock" a set of new appointments or hours to customers on a subscription basis. Enjoy!
For Teams on Practice, introducing Round Robin Scheduling! Allow multiple members of your team to be included into a scheduler. This allows clients to pick the best date/time and the appropriate member of your team to schedule with.
Appointment outcomes are an easy way to track, manage and record the status of your client interactions. Select between Completed, No Show or Canceled status types to log each client interaction.
For Teams, this is also an easy way for admins to have visibility to the outcomes of the engagements between team members & clients.
We've added a ton of new Zaps to Practice!
Triggers:
Actions:
Now on Practice, you can easily view a feed of client interactions with your notification panel! Your notification panel is a centralized way to see client activities over time.
And for Teams, admins have an enhanced view to all team member interactions. Enjoy!
Now, for customers on Teams: individual profiles have been unified into a company profile. This is a great way to showcase your team and highlight the packages and services that your organization offers!
Now, when contracts are completed by clients we'll automatically apply the digital audit log in the PDF so that you have a more complete digital copy of a legally binding agreement.
To improve usability and access to manage your availability, we've refreshed the availability manager so you can easily see a complete list of availabilities. We've also added some education to the page so that you're always reminded of the purpose of this feature :)
We've heard lots of feedback from customers in recent months where they belong to multiple organizations and/or they'd like to select the appropriate destination when logging in - so, now when you're logging into Practice you'll be presented with the option to pick your organization if you belong to multiple organizations under the same email address.
When editing the public profile, we've improved the profile editor to make it easier and provide a live preview of your edits when making changes! This is a great way to get your profile to appear just as you'd like to for prospective clients. Take it for a spin by heading to edit your profile!
We're thrilled to launch one of our most highly requested features! Now, packages can be created across multiple scheduler/appointment types. Check out the full overview!
We're thrilled to launch Teams on Practice! Now, collaborate easily with your team or 1099 contractors and work along side them to directly manage your clients.
To learn more visit: practice.do/teams
To sign up for an exploratory demo: Book some time here
Now on Practice, you'll see an internal list of to-dos and external (client list) of to-dos to keep all of your action items for both person and client tasks organized. The designation of lists allows you to easily manage tasks for yourself and your clients in one place.
In addition, you can filter via due date, creation date an alphabetical order.
Now, you can assign to-dos to your clients and yourself! Using assignments, you can easily delegate tasks to all of your clients and keep assigned to-dos for yourself, too!
Now your to-dos have due dates! So, you can easily set deadlines for items for yourself and your clients. And you'll receive email notifications that remind you of upcoming deadlines!
Practice now aggregates all of your client to-dos in one place so you don’t need to bounce between client records to view, update or create new to-dos. Your to-do panel will automatically pull in to-do items created by you or your clients.
Do you collaborate with other members of your team or service providers when managing clients? Soon, you'll be able to do all of that inside of Practice.
Learn more & join the early access list: practice.do/teams
Released iOS 2.13.0
Email groups
Now, within the group record, you'll see the option to compose a new email to a group in addition to creating an appointment. When composing the email, you can decide if you'd like to make the email BCC or not as well.
And going forward, if you have emails in your inbox with all matching recipients of a group, we'll two-way sync emails just like what occurs for 1:1 emails.
Email multiple clients
In addition to emailing a group, you can also email multiple clients (they don't have to be in a group!) from the client record or your inbox tab.
Happy sending! ✌️
Now, when building a package or a product, you can implement a form as part of the booking flow! So, for using a contract to initiate a package, easily drop your form as the first step in enrollment 😄
Released Android 1.4.0-43
We're thrilled to launch the v1.0 for one of the most highly requested integrations: Zapier 🎉🥳
Automating workflows and "playing nicely" wither other tools in your stack is now so much easier 🤝
To start, Practice supports the following triggers and actions with Zapier:
We have lots more in the works 🚀 what else would you like to see?
Read here to learn how to integrate Zapier into your account.
