Put your coaching on autopilot

Simple set up in minutes

  • Smart Actions are the easiest way to automate manual tasks. Using the Smart Action editor, you can configure the trigger, timing and thing that you'd like to automate.

Seamless workflows

  • As an all-in-one tool, you're not duct taping different parts of your coaching business together. Connect your scheduler to your forms, your library to your scheduler and simplify how you work.

As many as you want

  • There are no limits to the number of Smart Action automations you can have or use. Think of all the time you can save!

Tie it all together

Smart Actions are the connective tissue that seamlessly connects each part of your business — from scheduling to payments, and everything in between.

Seamless flows

Imagine a new prospective client wants to chat. They can pick a time, fill out a pre-session form, get a reminder 2 hours before, and be automatically put into your CRM with a "prospect" tag — without you having to lift a finger.

Thoughtful connections

Designed to be DIY, your Smart Actions will not require a specialist to build. Of course, we're happy to help if you need it (free, of course) but we think you'll be pleasantly surprised by the straightforward nature.

Don't worry about dropping the ball again

Like a built-in virtual assistant

You won't ever have to ask... "Oh shoot, did I send that already?". Forms, resources, payments, and reminders will be sent exactly when you want them to be.

"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."

Save time with Practice

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Do I need to connect any outside tools to use Smart Actions?

Nope! Once you connect your Google account and Stripe account, you’ll have full access to use all Smart Actions.

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!

Where does Practice support Smart Actions today?

Smart Actions are available in all parts of the product. Schedulers, Forms, Payments, Packages, Events and more!

Can I import any workflows?

Not yet. However, we’d be more than happy to help you set up automations based on the needs of your coaching business.