CRM for Health & Wellness Coaches

Q: Does Practice charge by client like other health coaching software?

Not at all! Practice is a flat $25 USD/month, without any limitations. Have as many clients, transactions and storage as you want – we want to be able to support you as your business grows.

As a health and wellness coach, you want to make the lives of your clients smooth and easy. Practice is a health coaching platform that gives you even more leverage.

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Why

Health & Wellness Coaches

use Practice

Organized records

Every interaction, detail, and document with your clients are organized in dedicated client records.

Scheduling

Sync across multiple Google Calendars, customize availabilities, and automate reminders.

Payments

Create packages, invoices, payment plans, subscriptions and coupons. Integrates with Stripe.

Client portal

A central hub for your client, with the ability to chat and leave voice memos. On iOS, Android and Web.

File storage

Unlimited file storage for any file up to 100 mbs. See exactly who it's been shared with, and when.

Form & contracts

Create and send well-designed forms and contracts. Get started with a dozen pre-existing templates.

See how Cala uses Practice in his health coaching business

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!

Mike Vardy

Productivity Coach

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

Cam Charbonneau

Mental Performance Consultant

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

Stephanie Bogue Kerr

Psychotherapist & Social Worker

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

Dorman Baltazar

Personal/Business Development Consultant

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

Ixchel Flannery

Relationship Coach

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

Tim Hanway

High Performance Coach

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.

Lauren Jane Heller

Executive Leadership Coach

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

John Rice

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.

Amanda Johnson

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.

Marcy Pusey

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.

Sian Lenegan

Strategist and Business Coach

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

David Kellerman

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!

Jane Pak

Life Coach

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

Lahaina Daudt

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.

Kyle Inselman

Career Coach

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

Dr. Matthias Hombauer

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!

Mitzi Schawo

Career Coach

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

Jacqueline Stilling

Psychotherapist

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

Mark House

Leadership Coach

Consolidate your tools

Get scheduling, payments, 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

The client portal is your one place to chat, exchange voice memos, and see documentation (invoices, forms, files, links, etc). Available on iOS, Android, and web.

Give your clients a central home

The client portal is your one place to chat, exchange voice memos, and see 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

Health & Wellness Coaches

?

Team to-dos

Organize and delegate work across your org. Assign tasks and set due dates to ensure nothing gets missed and eliminate duplicate work.

Team workspace

Collaborate with your team under one roof and manage your entire client roster in one place.

Personal integrations

Each team member can manage their own availability and connect Google & Outlook calendars to their scheduling tool.

Book a demo Learn more

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

Try for free Watch a demo

CRM for Health & Wellness Coaches

As a health and wellness coach, you want to make the lives of your clients smooth and easy. Practice is a health coaching platform that gives you even more leverage.

Get started

Some of what you (and your clients) get:

Easy and simple scheduling
Custom forms and contract signing
Packages tracking, auto debiting subscriptions and invoicing
Encrypted client messaging portal
Resources library and file storage
Personalized landing page
Organized client records

TESTIMONIALS

You're in good company

Since using Practice, my work has never been better. Having everything I need under one platform not only makes my job as a coach more efficient, it assures my clients they made a good investment.

Daniel Cala
Transformational coach

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

Ixchel Flannery
Relationship Coach

Freedom! Practice gives me the organization that I need.

Evan Silver
Leadership Coach

Everything flows through Practice: payment, communication, notes, tasks. I love the new Packages option and onboarding opportunities. Smooth operation so I can focus on working with the client.

Mike Vardy
Productivity Coach

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. By taking care of all the repetitive, administrative tasks, Practice allows you to focus solely on what you do best – coaching.

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.

WELLNESS COACHING MANAGEMENT SOFTWARE

When you have your clients’ information in 7 different tools, and things feel like they might fall between the cracks.

Just like medical records, our client records act as a home for all of your clients’ 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.

Group coaching tools

Manage your group coaching cohorts easily.
See past and future group sessions, all communication and notes in one place.

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

Does Practice charge by client like other health coaching software?

Not at all! Practice is a flat $35 USD/month, without any limitations. Have as many clients, transactions and storage as you want – we want to be able to support you as your business grows.

What should I look for in good health coaching management software?

First off, professionalism. It needs to work as intended and it needs to be easy to use. The fact that Practice is beautifully designed for both coach and client also doesn’t hurt.

What does Practice integrate with?

Practice currently integrates with Google Calendar, Gmail, Google Meet, Stripe and Zoom.

How can wellness coaching software help my business?

Coaches will often manually stitch together different coaching platforms, until they’re at a point where it’s too messy to manage or their new services (like group coaching) doesn’t work in their existing system. By having the right software infrastructure in place, you’ll skip all that hassle and build your business on the right foundation. Plus, think about all those hours you’ll save manually sending out invoices or sending the same documents over and over.

How can Practice help me grow my wellness coaching business?

By taking care of all the administrative pieces that nobody wants to do, Practice empowers health and wellness coaches to focus on the more important things like growing your business. We also have features that collect testimonials automatically, to help you build social proof and accelerate word of mouth referrals.

Does Practice provide any resources or templates for me to use?

Definitely! Our blog is full of free content and we have a library of curated resources for our coaches to use. Some of our most popular resources are our free coaching contract templates, accounting template for coaches, and our coaching pitch deck template.