File Storage

Store and share all your documents, videos, links within Practice. Keep everything organized with folder systems and know exactly what’s been shared, when and with whom.
  • Supports any file up to 100 mb
  • Storage and share as many files as you like

Automations

Spend more time coaching and less time on admin work. Using Smart Actions you can automate manual tasks in your coaching workflows.
  • Put your coaching on autopilot
  • Full access to use all Smart Actions

Forms & Contracts

Collect any information you need with our flexible form templates. Use them to create your client agreement form, your feedback survey and your progress tracker.
  • Pre-loaded Templates‍
  • Flexible question types

Client Portal

Give your clients a centralized place for their coaching relationship with you. A space for them to access all of the shared resources, documents, forms, invoices, and more.
  • iOS and Android apps for you and your clients
  • Send voice notes & memos

Client Management

Organize all of your clients' stuff in one place with our CRM. You’ll be able to see every interaction, file, and detail in our client records, and you can also manage your groups alongside your individual clients.
  • Unlimited storage
  • Unlimited automations‍

Payment & Invoicing

Get paid quickly and reliably with our payments feature. Be able to create and track packages, recurring invoices, auto-debiting subscriptions, coupons and promo codes.
  • Create and track packages
  • Integrates with your Stripe account

Scheduling

With our scheduling tool, booking meetings with clients will never be stressful or involve a long email chain ever again.
  • Connect multiple Google calendars
  • Build workflows with payments or forms

You're in good company

Become part of a growing community of coaches from around the world who use Practice to power their business and deliver the best coaching experience.

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.

“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.”

"All in one place. Client records, contact details, and connections with email/chat. Love the packages function. Practice really makes self management by the client work!"

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

"Freedom! Practice gives me the organization that I need."

"Outstanding CRM. Giving Paperbell a run for their money."

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

"I went from multiple tools and no app to a clean, consolidated flow with Practice."

"I have used Practice for almost all of my coaching."

“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. Can't wait to see what else they have coming!”

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

"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."

"It's all streamlined with Practice. Centralized dashboards where all my client details and notes can be easily found. A real game-changer!"


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

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

"I used to rely Google for emails but Practice now integrates with Gmail too, so I use Practice for everything."

FAQs

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!

What kind of templates do you have, so I don't have to start from scratch?

There's a number of them! Every brand new Practice account has the following templates ready to be used as is, or edited to fit your coaching needs: 

  • Coaching discovery call form
  • Quarterly feedback form
  • Pre-session update form
  • Meeting prep form
  • Testimonial request form


And we'll be adding much, much more!

Is the client portal secure and encrypted?

Yes! Everything inside of Practice is fully encrypted at rest and in transit, that means no body (including Practice) can access any of your client communication.

What can my clients see in the client portal?

Clients can see anything that has been shared with them directly (i.e. coaching resources) and anything that they have submitted to you (i.e uploaded files). They can also see their submitted form answers and appointment history.

  • Labels for pipeline
  • Unlimited Clients
  • Workflows
  • Schedule reminders
  • Credit & debit cards
  • Public Pages
  • Labels for pipeline
  • Unlimited Clients
  • Workflows
  • Credit & debit cards
  • Schedule reminders
  • Public Pages
  • Labels for pipeline
  • Unlimited Clients
  • Workflows
  • Schedule reminders
  • Credit & debit cards
  • Public Pages
  • End-to-end encryption
  • Securely share files
  • HIPAA Compliance
    Coming soon
  • Dedicated mobile app
  • Google Meet & Zoom
  • Forms & Agreements
  • End-to-end encryption
  • Securely share files
  • HIPAA Compliance
    Coming soon
  • Dedicated mobile app
  • Voice memos and chat
  • Forms & Agreements
  • End-to-end encryption
  • Securely share files
  • HIPAA Compliance
    Coming soon
  • Dedicated mobile app
  • Google Meet & Zoom
  • Forms & Agreements

Don’t miss new features.

We are constantly improving our product and launching new features. Submit your email and receive notifications.