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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 business dossier.
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).
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).
Pin any important information to the top of each client record. You won’t have to worry about forgetting another birthday ever again.
We don’t charge based on clients, so feel free to put as many clients as you’d like into the platform. Plus, there’s no limit to the number of videos or files you can store.
Our smart actions help automate repetitive, manual tasks — like payment reminders, or sending a resource after a client has completed a form.
Everything you need to know about each client from past and upcoming appointments, invoice history, or even birthdays, all can be stored in Practice. Not to mention, each record can also be part of a greater family, group, or company to organize any engagement your business supports.
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.
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 also seamlessly use the portal through their favorite web browser too!
Yes! That's the point of our real-time schedulers that sync across your calendars, all you have to do is send your clients a link and they'll be able to schedule themselves in. After that happens, you will both get a confirmation of the event.
Nope! You can have as many clients as you want in Practice starting at $5 USD/ month.
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