Everything in one place

Unified client records

  • Track it all in one place for each client – sessions, forms, files, links, notes, payments, even email threads! Our client management system is essentially your coaching dossier. 

Everything in one place… for your clients, too!

  • Our client portal gives your clients one place to access all their stuff, plus the ability to chat with you and leave voice memos. It’s encrypted and there is an app (iOS and Android). 

Remember the details

  • Pin any important information to the top of each client record. You won’t have to worry about forgetting another birthday ever again. 

Unlimited clients

Practice is a simple $25/month, with full access to the platform. We don’t charge based on clients, so feel free to put as many clients as you’d like into the platform.

Unlimited storage

There’s no limit to the number of videos or files you can store — so long as they’re under 100mb (the equivalent of a 1 minute HD video).

Unlimited automations

Our smart actions help automate repetitive, manual tasks — like sending a resource after a client has completed a form.

Group coaching software is built in.

Manage your cohorts

Have everything in one place for your group coaching, just like your individual clients. 

One-off or recurring sessions 

Schedule group sessions with the ability to automate forms and reminders. 

“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.”

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.

"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 have used Practice for almost all of my coaching."

"I went from multiple tools and no app to a clean, consolidated flow with Practice."

“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'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!”

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FAQs

Does your price change based on the number of clients?

Nope. You can have as many clients as you want in Practice and it’ll be $29/month. 

What about worksheets, contracts and documents? Can you store them in Practice?

We have file storage within Practice, which means you can upload your files and links into one place, share them with your clients, and be able to see what’s been shared, when and with whom. Our single file upload limit is currently 100mbs, but you can have as many files as you want. 

What does client communication through Practice look like?

There is a dedicated client portal that has chat and voice memos, plus the ability to easily access shared files, links, forms, appointments, etc. Clients can download the iOS or Android app, or use the portal through their favorite web browser. 

What is good client management software?

Good client management software will allow you to stay organized and on top of your clients. You should be able to know what actions have been taken (did they fill out the form, did they look at the invoice, etc), without explicitly needing to ask your clients, keeping the level of professionalism high. 

Do you have automations that work with your client records?

Yes! You can connect a scheduler to automatically add a label to a client and you can set up a form field to automatically populate a custom field in the client record. And we’ll even automatically send you a private reminder a day before your clients’ birthdays! 

What do you mean by email threads?

We integrate with your Gmail account, and will passively log any email conversations into your client records, so long as you have added them into Practice.