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Before Practice, session usage, history, and utilization were spread across many tools, services, and spreadsheets. Managing the session activity, client notes and billing activity of a client (and then the wider view of a family) became disjointed.
Using Practice, Northside Tutoring can aggregate all client activity in one centralized space. Now, it's easy to organize all of the communication, history, and activity of an entire family relationship in one single place. Across parents and children, there is one single source of truth to view the detailed information about many types of relationships.
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One of the most difficult elements of scaling a service-based organization like Northside Tutoring is tracking fulfilment and completion of the services. Across dozens tutors working with clients, in some cases multiple tutors with one client, there are significant hurdles to know "who's done what, with whom and when?" at this type of scale and session volume.
Now, with one single record and link for clients, Practice can automatically track booked sessions, completed sessions and everything in between. Using packages, the entire intake process, payment capture and appointment flow are automated under one roof.
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Before Practice the Northside Tutoring team was managing client billing in a manual way. Having to tabulate client utilization and create invoices based on sessions logged by tutors. As volume increased, the overhead associated with creating invoices, managing collections and scaling the business became an exceptional amount of time. As clients request different payment options (one time, split, usage based, etc...) there was a high-level of complexity associated with managing payments.
Now with Practice, Northside Tutoring can offer a menu of different payment options for clients to select from. With payments & invoicing build directly into packages, invoices are automatically processed and payment plans automatically scheduled. Importantly, clients can self-serve manage all of their payment information directly via their client portal.
