Automations

Setup simple workflows for meeting and payment reminders, form collection and more.
  • Full access to use all Smart Actions

Client Management

Organize and see all of your clients' stuff in one place — invoices, forms, files, and more.
  • Unlimited automations‍

Client Portal

Give your clients a centralized place for their relationship with you — chat, shared resources, forms, invoices, and more.
  • Send voice notes & memos

File Storage

Build a robust resource library and share any document, video, or link with your clients.
  • Storage and share as many files as you like

Forms & Contracts

Collect any client information you need using custom form templates — client agreements, feedback surveys, and more.
  • Flexible question types

Packages & Sessions

Create and sell packages to streamline the entire client experience. From their initial intake through to completion, easily manage each step along the way.

Payment & Invoicing

Get paid quickly and reliably with custom packages, invoices, subscriptions, and more.
  • Integrates with your Stripe account

Payroll

Let Practice simplify your workflows and handle the heavy lifting to pay your team accurately - every time.

Real-time Scheduling

Booking sessions with clients will never be stressful or involve a long email chain ever again.
  • 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.

This CRM is the assistant I needed to improve my practice! Practice gets 5 stars for its excellent customer support, effective tools, reliable platform, and unlimited storage.

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.

I appreciate that Practice is intuitive, simple to use and has a great app. I love that I can access and create client notes on my phone. Great tech support!

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

Practice has streamlined my ability to keep track of each of my full-time members. I can keep my client records updated with notes and schedulers, which helps when I have to do custom billing.

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

Finally, a coaching platform that has thought of everything!

I've tried ALL THE SOFTWARE and this is great for coaches!

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!


I really appreciate the session-level tracking and that I can create as many package-types as I need to pending the circumstance.

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.