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Beyond BookSmart bills clients based on what they use each month. A “pay as you go” model that required coaches to manually enter and log their hours for client invoicing. In addition, clients pay a deposit that’s used towards their coaching services.
Tracking the amount of each client invoice relied on coaches to input and log their activity with clients. Naturally, there are errors with manual input when logging this information manually.
Now using Practice, client sessions are automatically added to an invoice at the end of each billing cycle for each individual or family. Practice uses the card on file to auto-charge based on the amount of the approved invoice. The lifecycle of a session from creation to client billing all the way through to being tracked in coach payroll happens automatically without any manual reconciliation.
Because the BBS team used numerous systems to onboard a client, the manual overhead to support each new client required the operations team to “live” in many systems all at once to successfully sign up a new client for coaching services. With a variety of different tools, each client required an onboarding checklist
After migrating to Practice, the number of steps has been consolidated to simply sending the client to one location to pay, collect intake, and access the package in one dedicated place.
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Across hundreds of coaches, calculating the hours between both client sessions and non-client billable time was a significant lift on a bi-weekly basis. With thousands of hours delivered to clients each month, reconciling what was delivered against what should be paid (and at which hourly rate) has a significant amount of complexity. The payroll tracking function of the business was divorced from where client billing took place.
Directly from within Practice, coaches can manage their sessions, log their time with clients, and submit other billable requests outside of client sessions in one singular place. To improve the administrative experience, Practice consolidates the tabulation and hour tracking for the entire organization on the payroll hub.
With Practice Payroll, coaches no longer need to manually track their time with clients or log session hours. Practice automatically records client session times, assigns them to the appropriate package, and calculates the rates for the correct pay period.
