Practice is a great place to integrate information about, for, and with leaders. It provides robust automation to simplify onboarding and furnishing start-up forms such as legal and contact details.
It then allows leaders to schedule... and then reschedule sessions that work with your calendar ;-) It also allows multiple schedulers to be used with different types of leaders. For example, you can limit inquiries from existing clients and offer different sessions lengths based on needs.
It also provides a robust library of pre-populated forms such as great agreements, follow-up, close-out, and completion. And you can add your own often-used documents/forms into the system so that you can keep them updated in one place, and everyone sees the latest versions.
They also provide fast responses to issues and suggestions and are easy to work with. Using Loom for videos to "show you" how to do things that are "obvious" has helped me get better at trying things before asking for help.
LA
Lizz A.
Student Success Coach | PhD in Educational Psychology
I have been using Practice for several months, and the support has been fantastic! Whenever I've needed help, Ahmed has responded quickly with answers to my questions or will work with me to find a solution. In addition to the excellent customer service, I love that Practice integrates with multiple Google Calendars and Zoom. I also appreciate that I can include an intake form during the booking flow and automatically send pre-session forms to my clients before their appointments. I recently upgraded to access more features (e.g., digital signatures), and I'm excited to try them out!
Overall, I love that Practice is very responsive to its users, has many features I need, and continues to improve to make it even better!