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.

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
Portrait photo of Mike

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, 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.

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
Some of what you (and your clients) get:

Some of what you (and your clients) get:

TESTIMONIALS

You're in good company

Daniel Cala

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.

Ixchel Flannery

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

Evan Silver

Freedom! Practice gives me the organization that I need.

Mike Vardy

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.

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.

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.

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.