Practice 1.0.0

Practice offers a comprehensive solution for managing client-based businesses efficiently. It caters to both individual and group clients, providing an array of features:

• Track complete client records: Access all client interactions including appointments, notes, files, forms, links, and invoices within a unified and organized system.
• Encrypted client portal: Communicate privately with clients within a secure environment dedicated to client relationships. Chat or exchange voice memos while viewing all client interactions such as sent invoices and submitted forms.
• Send contracts and forms: Send digital contracts for client onboarding and create customizable form templates to collect essential information.
• Track progress with clients: Collaborate on shared to-dos, action items, and habits with clients to enhance accountability.
• Scheduling made easy: Create schedulers synced with your calendar availability, set up one-off or recurring appointments, and monitor client appointment history effortlessly.
• Invoices and streamlined payments: Simplify payment requests, invoice management, subscription handling, and installment plan creation - all within the platform.
• Take notes during client meetings: Record and store private notes for clients, with the option to share select notes with clients.
• Unlimited file storage and sharing: Develop a repository of resources accessible for sharing with clients, without restrictions on the number of files stored.