Practice has everything you need to manage your client-based business from one place. Built for individual and group clients. Features include:
- Track complete client records -
No need to jump between tools. With our client records, you will see every client interaction (appointments, notes, files, forms, links, and invoices) in a neat, unified place.
- Encrypted client portal -
Chat privately in a space dedicated to your relationship with your client. Within our client portal, you can see every interaction with your client (invoice sent, form submitted, etc) as well as communicate through chat or voice memos.
- Send contracts and forms -
Create and send digital contracts to get your clients onboarded, and create easy-to-fill-out form templates to gather important information.
- Track progress with clients -
Create shared to-dos, action items, and habits with clients. Increased accountability, right out of the box.
- Scheduling appointments with ease -
Create schedulers that sync to your calendar availability (add as many Google calendars as you like), set up one-off or reoccurring appointments, and track client appointment history.
- Invoices and simple payments -
Simplify the process of requesting payments, sending invoices, managing subscriptions, and creating payment plans — without ever leaving the app.
- Take notes in between or during client meetings -
Record and log notes for clients. Notes are private by default, with an ability to share with clients if you choose.
- Unlimited file storage and sharing -
Create a library of trusted resources that you can share with your clients. No limit on how many files!
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