The Virtual Assistant CRM

Practice helps you book calls, invoice your clients, and send and sign contracts. And that's just the beginning!

Trusted by thousands of small business owners, like...

Everything flows through Practice: payment, communication, notes, tasks. Smooth operation so I can focus on working with the client!

Productivity Coach
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Before Practice, it was all over the place. Now, I feel more organized which helps me disconnect from work a lot easier.

Mental Performance Consultant
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I appreciate that Practice is intuitive, simple to use and has a great app.

Psychotherapist & Social Worker

I love how Practice streamlines my client communication and billing process!

Personal/Business Development Consultant

So much less stress on the structure side of my business.

Relationship Coach
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It's all streamlined with Practice. Centralized dashboards where all my client details and notes can be easily found.

High Performance Coach
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I'm loving using Practice as I grow my coaching business. It's a great help for scheduling, keeping track of my contacts and invoicing.

Executive Leadership Coach

I had a separate calendar, payment system, notes, email, and forms before Practice. Now it's all integrated and works together.

Coach Mentor Consultant

I am loving my experience of Practice, the software itself is great but the customer onboarding, ease of use, and responsiveness of their team is exceptional.

Award Winning Virtual Assistant Coach

I don't have enough time to say everything I love about Practice... it's SOOOO user-friendly. I've used Hubspot, Infusionsoft, Dubsado, and MORE... and this by FAR has the greatest and most intuitive UX.

Story Coach and Publishing Consultant

It's just simple, it doesn't need to be explained to clients and it helps so that you can focus on your interactions with clients instead of worrying where's this link, those notes.

Strategist and Business Coach

It helps me stay in touch with my clients, without getting lost between systems.

Entrepreneur and Startup Coach

Prior to Practice, I was using a patchwork of numerous softwares to manage my business. Practice has been my best business investment so far!

Life Coach

I keep all my client's details in one place, including client calls, important information, program progress, and more!

Confidence & Freedom Coach

Practice is the only platform focused on coaching with a mobile app, and the only CRM I could find at this solopreneur-friendly price point.

Career Coach

It seems the people behind Practice thought of everything, and it works like a charm.

Transformation Coach

From the interconnectivity with other platforms to the valuable app they provide, you can go from struggle to rock star in a flash!

Career Coach

Practice is the perfect size for my business. Just enough, but not too much!

Psychotherapist

Practice provides robust automation to simplify onboarding and furnishing start-up forms such as legal and contact details.

Leadership Coach
Consolidate your tools
Get scheduling, client portal, forms, file storage and more — all in one place (and for one price), so you’re not paying for multiple subscriptions.
Give your clients a central home
Your clients get one place to chat, exchange voice memos, and see their documentation (invoices, forms, files, links, etc). Available on iOS, Android, and web.
Give your clients a central home
Your clients get one place to chat, exchange voice memos, and see their documentation (invoices, forms, files, links, etc). Available on iOS, Android, and web.
Automate your workflows
For all the repetitive tasks in your business like sending reminders or follow up forms — set it and forget it with Practice’s smart actions.

Work in a team of

Virtual Assistants

?

Assign clients
Designate specific owners of each relationship so each member of your organization is responsible for their clients.
Set permissions
As the organization owner, customize how members of your organization access and engage with your client roster.
Shared clients
Share clients with other members of the organization and co-deliver services for your clients.

Rated best for small businesses

Out of thousands of software applications, Practice earned 5 top awards from G2 — all related to small businesses and support.

That’s right, when you contact us, a real human will respond quickly. 🧡

Streamline and simplify your business

Get everything you need in one place for you and your clients
What Practice gives you (and your clients):

What Practice gives you (and your clients):

Testimonials

You're in good company

Amanda Johnson

Practice has made my workflow much more streamlined, trying (where possible) to replicate what I was doing but with less touch points from me. It has saved me ~5 hours a week.

Cam Charbonneau

Before Practice, it was all over the place. Now, I feel more organized which helps me disconnect from work a lot easier.

Ixchel Flannery

So much less stress on the structure side of my business.

Lois Weinblatt

The team is exceptionally dedicated and always available to learn about my needs. There is no going back!

SIMPLE SCHEDULING

When you’re manually scheduling every appointment, and rescheduling is a nightmare.

Sync as many calendars as you want, schedule without any back and forth, and never worry about double booking again.

SIMPLE SCHEDULING

Connect multiple calendars

  • Integrate multiple google calendars.
  • Availability is synced and updated every time someone is looking at your calendar, so you’ll never risk double booking.

Set reminders

  • Decrease last minute cancellations and no-shows with automatic appointment reminders.
  • Choose email and/or text message reminders.

Easy automations

  • Attach a form to the scheduling flow so you can capture client information smoothly.
  • Attach payment to the scheduling flow so you get paid before someone gets on your calendar.
  • Schedule a form to go out before an appointment starts, or after an appointment ends.

CLIENT MANAGEMENT TOOLS FOR VIRTUAL ASSISTANTS

When things might be falling between the cracks.

Like a medical record, our client records act as a home for all of your client’s stuff – appointments, files, forms, even email threads. You (and your clients) can stop jumping from tool to tool to find things.

Individual client records

  • See every appointment, event, file, form, invoice, link, note and email thread in one place.
  • Remember important details with our pinned custom fields.
  • Create accountability using our shared to-do list.

Encrypted client messaging portal


  • Chat or leave voice memos with your clients between sessions.
  • Give your clients one place to see all shared items

Payment and invoicing

When you need a way to track payments, and easy invoicing tools to make you look professional.

Whether you sell your services through packages, retainers and/or one-off sessions – we’ll help get you paid and stay organized.

Multiple payment options

  • Provide your clients with flexibility through our payment plans.
  • Create auto-debiting subscriptions if you offer retainers.
  • Allow clients to pay by credit card or direct transfer.

Coupons and promo codes

  • Create and manage discounts.
  • Choose between one-time or recurring options.

Save time with Practice

Get started

FAQs

Are payments through Practice secure?

Absolutely. We take security and privacy very seriously, especially for payments – which is why we’ve partnered with Stripe for payment processing. Stripe has been certified to PCI Service Provider Level 1 which is the most stringent certification status in the payments industry. We don’t mess around. 

Can I send voice notes?

Yes, we have voice notes built into the Practice apps for both coach and client.

Can you give me examples of things I can automate?

Definitely. Here are a few:

  • Send a form ahead of an appointment
  • Apply a label after a call is booked
  • Send a file to a client after they purchase a product
  • Customize appointment reminders(s) via email & SMS

And much more!

Do you have a free contract agreement template?

We do! You can use it with Practice and our forms and contracts feature, or you can download the free contract agreement template here

Do clients get access to the coaching portal automatically?

The client portal is optional. As the coach, you can pick and choose who you want to invite to their client portal (if anyone).