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.
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."
Nope! Once you connect your Google account and Stripe account, you’ll have full access to use all Smart Actions.
Definitely. Here are a few:
And much more!
Smart Actions are available in all parts of the product. Schedulers, Forms, Payments, Packages, Events and more!
Not yet. However, we’d be more than happy to help you set up automations based on the needs of your coaching business.
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