Automations
Automations that save you time

Setup simple workflows for meeting and payment reminders, form collection and more.

Try for free
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 business together. Connect your scheduler to your forms, your library to your scheduler and simplify how you work.

Seamless workflows

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 many as you want

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!

See how

Sian

uses

Automations

See how

Sian

Automations

works

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.
Customer profile picture
Sian Lenegan
Strategist and Business Coach

Tie it all together

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.

Go further with

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 businesses

Out of 93,000 software applications, Practice earned 5 top awards from G2 — all related to client-based 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

FAQs

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.