Stay on top of your (digital) paperwork

Pre-loaded Templates

  • No need to start from scratch. We have discovery call forms, post-session feedback and contract agreement templates that you can use and edit as needed. 

Status updates

  • Each form has a status. Keep track of whether a form has been drafted, scheduled, shared, viewed by the client or submitted. 

Flexible question types

  • From your standard multiple choice to built-in file upload, you have a variety of questions to build any form you need. And you can build as many of them as you like. 

Connect forms to everything else

With our automations, you can start to attach form and contract collection to other parts of your business.

Set up triggers

Trigger a resource to be sent after a form completion, or have an input field automatically update information in a client’s record. Smart and slick. 

Seamlessly weave into scheduling

Connect a form to a scheduler so your clients can book and answer their discovery call form in one simple flow.

Make it easy to agree to terms

Integrate your contract agreement

Your clients can legally agree to your client service agreement right from their phone. No need to download an app. Native e-signatures are coming soon!

"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!"

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.

“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.”

"Outstanding CRM. Giving Paperbell a run for their money."

"So much less stress on the structure side of my business."

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

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

“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!”

“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 love how Practice streamlines my client communication and billing process!"

"Freedom! Practice gives me the organization that I need."

Save time with Practice

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FAQs

Do you have a free contract agreement template?

We do! You can use it with Practice and our forms and contracts feature, or you can download the free contract agreement template here

Can you track habits using your forms?

Yes, you can. Our forms can be as simple or as robust as you make them – so to make an easy habit tracking form, you can create a 1-2 question form that clients can fill out regularly. 

What kind of templates do you have, so I don't have to start from scratch?

There's a number of them! Every brand new Practice account has the following templates ready to be used as is, or edited to fit your coaching needs: 

  • Coaching discovery call form
  • Quarterly feedback form
  • Pre-session update form
  • Meeting prep form
  • Testimonial request form


And we'll be adding much, much more!

How many forms can I have in my account?

Unlimited! There’s no restriction on how many forms you can have.

What question types do you support?

We support, short-text, long-text, multiple choice, scale (1-5), file upload, custom field mapping, statement fields and last but not least, legal fields. Of course, each question can also be optional or required.

How do I share forms with clients?

Forms can be included directly in schedulers and workflows or, you can share a unique form with a client. Because each form has it’s own unique URL, these are easy ways

Where is the response stored?

All data is stored natively in Practice. You’ll see each and every submission in the client record and in the form overview pages.

Can you help migrate my existing forms?

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