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.
概述
Practice 是在由Your Company Name开发类别 Miscellaneous Shareware 软件。
最新版本是 Practice 的 1.0.0 2008/02/18 上释放。 它最初被添加到我们的数据库 2008/01/25 上。
Practice 在下列操作系统上运行: iOS。
Practice 已不被评为由我们用户尚未。
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