Practice is a comprehensive client management tool designed for individual and group clients. It offers a seamless experience to manage client interactions efficiently. Key features include:

Track Complete Client Records:

Practice consolidates all client interactions like appointments, notes, files, forms, links, and invoices in one unified place, eliminating the need to switch between multiple tools.

Encrypted Client Portal:

Communicate securely with clients through a dedicated space. The client portal allows you to view all interactions, send invoices, forms, and engage in private chats or voice memos.

Send Contracts and Forms:

Effortlessly create and send digital contracts and customizable form templates to streamline client onboarding and information collection.

Track Progress with Clients:

Collaborate with clients by setting shared to-dos, action items, and habits for increased accountability and progress tracking.

Scheduling Appointments with Ease:

Practice integrates schedulers that sync with your calendar, enabling you to set up one-off or recurring appointments and keep track of client appointment history.

Invoices and Simple Payments:

Request payments, send invoices, manage subscriptions, and create payment plans seamlessly within the app.

Take Notes During Client Meetings:

Record private notes for clients during or between meetings, with an option to share them if needed.

Unlimited File Storage and Sharing:

Build a library of resources for clients with unlimited file storage and sharing capabilities.