Your Biz Systems Soulmate is PRACTICE
HEY COACH I SEE YOU! Practice is a CRM built specifically for coaches and trainers who sell both 1:1 and Group sessions. You can also setup groups at the contact level so so you can quickly see who is in which program.
It has features that allow you set up a package that includes mutiple sessions and it will track them for you as your client schedules & completes them.
Practice also has an interactive Client Portal that let's you chat message back and forth with your clients, share files and To Do Task list items.
* Free trial is 14 days
Practice Key Features
Public Profile for quick Scheduling or Booking
Practice has a built in public profile that is dead simple to setup and looks professional right out of the gate.
Add your appointment (free or paid) to get the ball rolling.
or go further and allow clients to book your services right from this page! (who said you need a website - this will get 'er done!)
Client Portal
Practice has interactive client portal. Inviting your client is as easy as a button click and sending off pre-loaded email.
Once your client joins you can:
chat message back and forth.client can see and take action on any task To do items you've assigned them or create their own.Files you've shared with them are linked here as well.View all their project datascheduled appointmentsformsand Schedulers you've send them.It's all right at you & your clients fingertips to stay connected through out your service fulfillment.
Add Smart Actions Everywhere!
Practice lets you build your process out in all the places.
Intutive and easy setup - you simple add smart actions right where you need them.
SchedulersService packagesService productsYou can send any forms that you've created via smart actions as well!
File Storage
Practice gives you unlimited private or share files!
Practice also tracks who you've share a file with so you won't be playing the did I or didn't I game any more!
+ you can upload a file and share it with multiple clients with out needing to attach it each client. Practice gives you a preformated email to send your client
Best for those that want . . .
Features for Individual & Group Coaching
Practice can track your client's session for you based on what they purchase. Works for both 1:1 and Group Coaching!
Interactive Client Portal
Practice's client portal is interactive. Chat with your clients, send files, share To do's. It's all in one place streamline communication for everyone!
Simple & Intutive Automations
Smart Action's in Practice are exactly where you need them to be as you are setting up your services, scheduler, etc.
It makes adding in automation uncomplicated and easy!
Store & Share Files with ease
Unlimited storage for your files! Upload and organize then share with just a couple click with your clients (or group). You can even automate sharing your files and resources.
More Resources
go deeper into Dubsado's features - - >
✨ Other CRMs to Consider ✨
If the client portal functionality and session tracking in Practice isn’t a hands down must have for your biz then you might want to have a look at both Dubsado and Honeybook.
These two CRMs have similar functionality (and both have free trials) that it’s worth giving them both a spin to see which tool fits your needs best and which you LIKE using. Because… let’s face it, if you don’t like the look and feel of a tool – you likely won’t be jazzed about using it daily!
Dubsado has custom field personalization for email & form templates (example: allows you to refer to child or pet name in an email or form sent to your client.) A website like form builder to make whatever you can dream up come to life & advanced workflow automation triggers.
Honeybook might be a contendor for your efficiency heart if your coaching/training biz needs super simple form design with pre-designed layout blocks that you can mix and match to make designing Honeybook smart files (multi-page & purpose forms) dead simple (even for the design challenged!) and super FAST!!
Meg's Resources
Practice Review-oiral
