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Ama La Vida needed a way to create constraints around appointment tracking and scheduling. Before Practice, clients would coordinate scheduling with their coach across many tools; calendly, manual appointment creation, and email. Without an automated space to track hours delivered the Admin, Operations, and CX team spent hours and hours each month doing reconciliation across sessions granted and fulfilled.
Using packages on Practice, Ama La Vida provided clients with a consistent and standardized way of scheduling across thousands of clients and hundreds of coaches. Practice automatically adds sessions to packages and restricts the allowance clients can book within their subscriptions. At a glance, coaches, admins, and clients have a complete view of the sessions and scheduling each month.
Before Practice, Ama La Vida relied heavily on coaches to log communication and track their engagements with clients to round out the view of each client. This means more administrative time for coaches and more room for error when tracking conversations. And, even in some cases, there’s no record of the communication between coach and client.
Practice automatically syncs all client and coach communication via email and creates admin-level access to view conversations in the client portal. No longer do coaches need to spend time relaying messages to the customer service team, all communication with clients is automatically centralized and synced on the client record.
At the end of each month, tabulating hours across client sessions was painstakingly long and arduous for the admin team at Ama La Vida. It took multiple exports across different systems to accurately pull the accumulated hours per coach. In addition, before the hour tabulation could occur it took a considerable amount of time to reconcile hours delivered by coaches to avoid over (or under) paying their part-time staff.
Now with Practice, hours logged in packages for client subscriptions are automatically logged in the correct pay period and tabulation of hours is calculated at the correct rate seamlessly. With the Practice Payroll, coaches no longer have to manually record time spent with clients or log their session hours. Practice automatically records time spent with clients, assigns the session to the correct package, and then tabulates the rate in the correct pay period.
