Practice

Avantages

Simple and clean user interface for both coach and client; scheduling, client management, and billing all in one platform just makes it easy to run a coaching business. The product team is super responsive to coach needs. The product’s community is always willing to share how they do things in and out of Practice to support each other in building better businesses.

Inconvénients

Integration with Outlook.com/Microsoft 365 is not yet there. Ability to customize how packages work (# of hours vs # of sessions) is not yet possible.

Alternatives envisagées 

Pourquoi choisir Practice 

Pourquoi passer à Practice

Avantages

Practice is able to combine so many of the different platforms & technologies we've been previously using into one system with features that we've previously hoped for, but struggled without.

Inconvénients

As we are both growing businesses, there were some features that Practice hadn't previously thought about or built out for a company like ours. But this con was also a pro because our needs were always heard and acted upon! This benefits our organization, Practice, and future organizations who seek out Practice as a potential partner.

Avantages

I love the aesthetics. It's super simple interface made it easy to create programs and services, automations, etc.

Inconvénients

It's so buggy. Calendar notifications for meetings I didn't accept, notifications that meetings I have accepted were cancelled (when they weren't), calendar being disconnected without letting me know (so people can't schedule), paid appointments generating duplicate payments (we had to issue refunds via Stripe), or paid appointments not going through. All of these cons are critical to running a coaching or consulting business that runs off of a calendar and paid appointments. We couldn't handle all of the issues.

Avantages

I enjoy using Pratice as a coaching tool. Practice helps me keep everything organized and in one place. Additionally, the portal and app have increased my efficiency, and my clients like using them.

Inconvénients

I have not found anything that I don't like about Pratice.

Avantages

First off, let me say that their customer service is unmatched! [sensitive content hidden] has been amazing as I made the switch to Practice. I asked a question about something before even becoming a customer and [sensitive content hidden] took time out of his day to record a Loom video for me. The platform is still young but advanced and making strides. They keep it simple so it's not overwhelming but it's still robust at the same time.

Inconvénients

No true cons as they really listen to their client bases and add suggestions to their roadmap.

Avantages

I don't have enough time to say everything I love about Practice. I love the ease, how everything with my clients is in one place, the calendar and scheduling, the to-dos, the ability to purchase products... it's SOOOO user-friendly. I've used Hubspot, Infusionsoft, Dubsado, and MORE... and this by FAR has the greatest and most intuitive UX.

Inconvénients

It's still growing! Though I've dropped lots of great improvement requests and each of them get a personal response and many have been implemented. I LOVE seeing it actively grow in response to my/our needs. The only things I'm still waiting on are 1. multi-coach capabilities (I want my co-worker to be able to log in as an equal admin to me, through her own login, and interact with our clients). My workaround is that she's signed up as a "client" and I act as a bridge. This will make me REALLY happy when it's implemented. I'm also waiting on a more sophisticated workflow option so save me remembering some of the manual stuff I still need to send to onboard clients, i.e. sending a document I want them to have, or whatever. And finally, I'd love payment plans for my invoices. I currently have to create smaller bills and remember to send them if someone is on a payment plan.

Avantages

The ability to create both private and public scheduling options for prospects and clients. Integration into Stripe for managing and tracking invoices.

Inconvénients

It would be nice if there were an integration into an email marking tool to help manage and nurture the early-stage buyers. I would also like a more robust contact tracking to-do tracking function - recent additions are a step in the right direction.

Alternatives envisagées 

Pourquoi passer à Practice

Avantages

Practice combines many tools and features all into one tool. And it brings them all together into a single app and online presence. In my quest for streamlining and automating as much as I can for my business, Practice was able to check a surprising amount of boxes. No hesitation, just try the free trial. Trust me.Feel free to use my referral code to get to the front of the line quickly:[SENSITIVE CONTENT] don't and poke around a bit first. I love having an app that both myself and clients can use. I love the automation. I especially love how quickly the developers are working on new features to expand the product. Once you join the Practice community, they are extremely quick to offer troubleshooting, feedback and updates.

Inconvénients

The product is still relatively new. You will encounter the occasional minor bug. The dev team is very quick about responding to feedback and squashing bugs. They are also still developing new and ongoing features to continue to better the product.

Avantages

The overall functionality, the ease my clients have navigating all their notes and the chat, setup was quite simple and the customer service has gone above and beyond to help with any questions!

Inconvénients

Only 1 con: cannot sync with Outlook, but totally worth it if you can overlook this one small thing!

Avantages

The ability to setup packages, products and schedulers so that it's easy/seamless to track what a client has used, and what remains was a big standout. The design is clean and lovely. That might seem like a small thing, but anything that's client facing can't be clunky or look dated. I love that the functionality is constantly improving.

Inconvénients

Very little. They are rapidly adding to the functionality and there are a few key pieces I am eager to be added but that's minor. And there have been a couple of minor glitches, but that's super normal with any software, especially one that is in it's growth stage. I'm deeply grateful for the thought they put into what functions we needed to actually manage clients.

Avantages

I like the ease of setup and the interface.

Inconvénients

Requests for help. I submitted several tickets for help and got no response. There is no way to cancel your account by yourself. You have to submit a help ticket for this, and of course, I got no response.

Avantages

Sleek design
Multi functionality across teams
All in one client software

Inconvénients

Anything I could put here would just be a growing pain which has since been resolved. I truly don't see any cons so far.

Avantages

Practice has the three features that were non-negotiable for me, the ability to allow clients to schedule, invoice/billing, and contract management. With the recent announcement of e-signature, Practice will have the final feature I wanted with no client cap and cheaper than the other 2 products I've tried. I absolutely love that I can program billing into appointment scheduling to accommodate those who need to pay as they go or for those who just need a session or two check-in.

Inconvénients

Most of the features I was missing, namely e-signature and email templates, are being included in their new pro tier of membership. There are some things that have felt less than intuitive, but some of it may be that I'm looking for features and settings where my last program had them.

Avantages

I love that it has everything I need at an affordable price.

Inconvénients

The set up of it all. I had to manually set up everything which is time consuming and glad my VA was able to help.

Avantages

I'm a Coach and I love being able to use this software because I don't need to pay for anything else. I can do CRM, email, chat, scheduling, billing, and keep forms in a library. It's very comprehensive.

Inconvénients

There's really not much of anything I don't like.

Avantages

Practice's initial setup took only a few minutes and has enabled me to jump into my coaching practice two feet - they enable seamless coaching management, tools, and payments. I haven't found another product that is even close to achieving that specifically for coaches.

Inconvénients

Not much but I'd like to have a little more flexibility in the frequency of coaching packages and recurring payments, and I also would love to see additional functionality on the coaching overview pages and what can be included.

Avantages

Practice is easy to use and has a wealth of functionality that coaches need. I love the integration with my calendar (Google calendar), as it ensures that I'm never double booked and it's easy for clients to reschedule, reducing admin on my part. Sharing resources and having a space to chat makes for a safe space for clients to keep all their coaching needs in one place.

Inconvénients

At this stage there is limited functionality in the Android App, more functionality is coming soon. Not quite the full package for when I'm out on the go.

Avantages

I coach coaches so my clients have high expectations. My time is at a premium so whatever I use and I have used a couple of other apps, needs to be simple easy and not too involved. Practise ticks all the boxes, I have directed dozens of people to the program. I like the fact it's written for coaches, they have different components most of which I use, and the management backup (a library and live calls) is really helpful. I also like the fact they actually do listen to comments, many talk the talk, Practise walk their walk. PS I'm not being paid for this, it really is a great product.

Inconvénients

It's boring, but it's not the sort of program that needs lots of bells and whistles. Maybe a few more colours and images. Not an issue more a personal preference.

Avantages

As I was getting my coaching business started, I discovered Practice. It had just come out, and I thought the coincidence was too good to be true. In fact, the platform is EXACTLY was I needed to successfully launch my business. Practice is one-stop-shopping for all my coaching management, removing the need for separate scheduling, note taking, client management and communication platforms. It's also easy to use and presents my clients with a slick feel.

Inconvénients

I started the business using Quickbooks Online and haven't seen a compelling reason to switch my invoicing over to Practice just yet. I looked into it early, but stuck with QB because it was so powerful and integrated with my tax software.

Avantages

I love the ease and simplicity of Practice. Everything I need is there, and more features are being added on a monthly basis.

Inconvénients

The only thing that is missing right now is payment plans, although there is a simple workaround for this and I know this feature is coming very soon.

Avantages

I wanted a CRM that was easy to use for both myself and for my clients. But what I love with this software is that the team are constantly working to make it better for the user experience. They are responsive to ideas and have a strong passion to have a product that is invaluable to the business owner.

Inconvénients

For me some of the CRM elements need additional tweaking but I know this is on the roadmap for the future - so no there is nothing I don't like.

Avantages

Everything that a coach needs to run their business in one spot.

Inconvénients

No direct Microsoft Outlook integration.

Avantages

I love the prompt response to questions from the team! [SENSITIVE CONTENT] are top notch! And the fact that there are ample opportunities to network with other coaches and learn about the world of coaching and running your business through interesting guest speakers.I also believe that my clients have a positive perception of my business because Practice is so user friendly and has a professional presentation.

Inconvénients

So far, I do not have any Cons... I have been waiting for a software like this to elevate my coaching business to another level!

Avantages

Very intuitive, easy to use, and excellent & responsive customer support.

Inconvénients

Lack of ability to edit response emails, lack of ability to time Smart Actions to send surveys at completion of coaching packages.

Avantages

So easy to use and a fantastic User Interface. Connects with mail, my google calendar and payment system Stripe

Inconvénients

REally, there is nothing I did not like. Their software is great and there are always new features being developed and deployed (very quickly).