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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.
Nope. You can have as many clients as you want in Practice and it’ll be $35/month or $300/year.
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 download the iOS or Android app, or use the portal through their favorite web browser.
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.
Yes, we have a legal field that you can add to any form. Typically, we'll see people add a PDF of their contract into the legal field of a form template, which can then be easily sent to a client using a link. Here's an example of a sample contract form.
Yes, you can customize colours, fonts and add a logo! The colours and fonts will be consistent across all of your client-facing pages, so your schedulers, forms and packages all look and feel on-brand.
Yes! You can easily create invoices within Practice, schedule invoices to send in the future, and see when they were paid. All without needing another piece of software.
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