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Because every program is different, customize how much you expect your clients to use based on the type of program or package you sell.
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With three status, On Track, At Risk and Off Track, you can easily see which clients are falling behind empowering you to keep clients longer.
With three status, On Track, At Risk and Off Track, you can easily see which clients are falling behind empowering you to keep clients longer.
Build a sequence of automated reminders based on their On Track status. Once a client goes Off Track, automatically nudge them to book their next session.
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Practice keeps a record of every time a package changes status, so you can keep an eye on clients who are repeat offenders ;)
As an administrator, you have access to all clients and their status. And, members of your team have visibility to their individual book of business too.
That's totally up to you! Depending on your preferences, or on a client-by-client basis, you can determine if you want them to have access to the status.
100% It's actually suggested not to make the date range thresholds the same. For example if you're selling a 1x monthly membership, that should have a different rule set versus say a 4x monthly membership.
Yes! Based on the rules of your package, you can automatically nudge a client if they go At Risk or Off Track based on their utilization.
Absolutely! Practice will roll up all of your clients using On Track and provide you with a simple report on client utilization.
Yes! All members of the organization have access to this feature when enabled. However, they will only see the status of clients assigned to them.
Today, On Track is available on Pro, Teams and Enterprise tiers.
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