Migrating to Practice is so easy, we're here to help you through it.
Upload & share your files
Simply export a CSV from your existing platform, or share a working Google sheet (or Excel) document with us and we'll turn it into client records for you.
We'll set up your account
Based on what you share, we'll get your account set up with your clients, custom fields, forms (and more!) to make switching easy.
You're up & running!
Once your account is ready, we'll put some time on the calendar to walk you through everything for a smooth hand-off so you can get up-to-speed quickly.
We'll do our best to transfer as much of your coaching business into Practice. Once the process begins, we'll work with you to ensure a clean transitional experience for both you & your clients.