File Storage
Unlimited file storage and sharing

Build a robust resource library and share any document, video, or link with your clients.

Try for free
Private or shared files

Any file you upload to your Practice library is private by default. When you decide to share certain files with your clients, you can easily do so by dropping it into their client portal or sharing in an email.

Know who and when

Easily remember what’s been shared, and with whom. Never doubt if you’ve provided your clients with access to one of your resources. You can even re-share the same file with multiple clients.

Know who and when

Easily remember what’s been shared, and with whom. Never doubt if you’ve provided your clients with access to one of your resources. You can even re-share the same file with multiple clients.

Supports all resources

Whether it’s a video walkthrough, a coaching contract template or a Youtube link that you reference often, you can house all them in your Practice library.

See how

Amanda

uses

File Storage

See how

Amanda

File Storage

works

Practice has made my workflow much more streamlined, trying (where possible) to replicate what I was doing but with less touch points from me. It has saved me ~5 hours a week.
Customer profile picture
Amanda Johnson
Virtual Assistant Coach

Tie it all together

Only you see who has access to what

Skip that awkward moment when your clients can see four other people looking at the document you just sent them. Only you can see what’s been shared with whom.

Leverage automations

Since Practice is a fully integrated platform, you can automatically schedule resources to be sent after a particular event has occurred.

Go further with

Activity log
Organize and delegate work across your org. Assign tasks and set due dates to ensure nothing gets missed and eliminate duplicate work.
Set permissions
Control what visibility each team member has — whether they should see their own clients only, or have access to manage the full business.
Shared Assets
Each member of the organization can access a shared list of forms, files, products, packages, and resources for their own client engagements.

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

Can my clients download the Practice app as well?

Yes! The Practice app has a coach experience and a separate client portal experience across all devices.

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!

Does Practice integrate with Outlook or iCal?

Practice integrates with Google Calendar, and Microsoft Outlook but more will be on the way!

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. 

Can you help migrate my existing forms?

Absolutely! Simply send a message to: hey@practice.do or read about our migration experience.