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.
Connect a form to a scheduler so your clients can book and answer their discovery call form in one simple flow.
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!"
We do! You can use it with Practice and our forms and contracts feature, or you can download the free contract agreement template here.
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.
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:
And we'll be adding much, much more!
Unlimited! There’s no restriction on how many forms you can have.
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.
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 its own unique URL, these are easy ways to share directly with your client.
All form and contract data is stored natively in Practice. You’ll see each and every submission in the client record and in the form overview pages.
You're able to customize colors across not only your forms, but your schedulers and public profile page as well so your clients get a seamless experience of your brand.