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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.
As an all-in-one tool, you're not duct taping different parts of your business together. Connect your scheduler to your forms, your library to your scheduler and simplify how you work.
As an all-in-one tool, you're not duct taping different parts of your business together. Connect your scheduler to your forms, your library to your scheduler and simplify how you work.
There are no limits to the number of time saving automations you can have or use. Think of all the hours you can get back!
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.
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.
Through the use of Smart Actions, Practice can help you automate many monotonous parts of your workflows. For example, you can set custom appointment reminders or make sure a contract is sent once a service is purchased.
Smart Actions are available in all parts of the product. Schedulers, Forms, Payments, Packages, Events and more!
Nope! Once you connect your Google account and Stripe account, you’ll have full access to use all Smart Actions.
Not a problem! Through our integration with Zapier, any automation you can think of can be made a reality in Practice. Take a look at some existing triggers and actions here!
Practice integrates with tools like your Google Suite (Calendar, Meets, Google Sheets and more!), Zoom, Stripe, and Zapier, making it easy to sync availability, collect payments, and automate workflows. We’re constantly releasing new integrations so stay tuned for more; Quickbooks is coming in Q1, 2025.
