Practice

Practice is built to help coaches, consultants and other solopreneurs simplify their workflow and manage their business and client relationships — all from one place.

- 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 chat and messaging -
Chat privately in a space dedicated to your relationship with your client. Within our chat feature, you’ll be able to quickly answer questions like whether they’ve filled out a form, what they answered in that form, and whether an invoice has been sent or viewed.

- Send custom forms to clients and track answers over time -
Whether it’s gathering information through a coaching discovery call form, or a form to collect testimonials — you create and send any form which will be tracked and recorded for each client.

- 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.

- Create invoices and set up reoccurring payments -
Simplify the process of requesting payments, tracking invoices, and managing subscriptions, 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.

- A library of coaching resources -
Including dozens of documents you can use in your client relationships.