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If you’re an ADHD coach or therapist, or any kind of coach or service provider, then you’re going to want to hear about Practice.do. This is an amazing tool that has helped me seamlessly mange my coaching business, and give me back hours of my day. It also gives my clients a way to communicate with me that’s secure, easy to use and captures all of our conversations in one place. It’s really amazing.
How Practice.do helps me stay organized
As someone with ADHD, I often struggle with staying on top of the workflows in my business. It can be a challenge to find client communications, assessment results, onboarding forms and just noting the things that are important to them.
With Practice.do, I have a way to organize my client communications so that they are all in one place. I can quickly access their appointments, packages, assessments and latest messages. Seriously, that is priceless to me because it keeps my business small, agile and I don’t have to hire external help (something I choose not to do because I love being a solopreneur).
So what is Practice.do, exactly?
It’s a powerful tool that combines calendar management, coaching packages, payment processing, file storage, automations and client communication, all in one in one easy-to-use app. It’s also provides to-do list functionality, where you can create to-do prompts for your clients or yourself. Personally, I Prefer Notion for this, but it’s available if you want to keep your business all in one application.
A few Practice.do Features I Use and Love
I love the app that comes with it! I can do most of my work on my computer, but when I’m on the go, I can find client info, next appointments, total hours of coaching completed and how much I’ve made – all on the app dashboard. I personally haven’t seen this with any other software so it’s a unicorn in the coaching space.
I also love that I can create one-off packages or monthly renewals! Recently I started testing a monthly recurring payment for clients (basically a subscription model) and Practice.do will do the automatic billing for you (via Stripe or Paypal). I ended up moving away from that model because of time restraints, but it’s great for anyone who wants to see recurring revenue in their business.
Other features I love:
- File sharing (video, audio, web and pdf) that you can seamlessly and automatically share with clients and prospects
- Contract signing – clear and concise, which I love
- Tracking coaching hours – this is important if you want ICF accreditation
- Ability to archive clients without additional cost
- Unlimited client accounts
- Unlimited packages, products and offerings
- Unlimited client forms and questionaries at any point along their coaching journey
- Calendar management
- Integration with Gmail, Google Calendar, Stripe and Paypal
- Subscriptions and payment plans
- No transaction fees!
Practice.do Gives You ALL the Functionality at one Cost
I think one of my favorite points about this software is that there’s no limitations to packages you can create and offer as well as no limitation on your number of clients. So many softwares that I’ve tried get more expensive as you grow which I don’t love. Why should I be penalized for growing? I want a software that supports growth and scale – not make it more expensive!
Practice.do Supports Group Coaching + Webinars
This is something i haven’t used yet, but I love that the functionality is there when I need it. I can host group coaching packages on the site where it will handle sign ups, payment and distribution of calendar invites and even content.
A feature I’m super stoaked to try is the webinar support. This is something that I plan to use a lot this year since I prefer to do one-off events rather than longer term group coaching experiences.
Practice.do Workflow Automations
This is one of the key features that sold me on Practice.do. It’s still very early in development, but you can automate so much in your business, to the point where you can eliminate a VA. For example, when I new person signs up for your services, you can schedule automatic communications and files to be sent to the client so they can get started before your first call.
You can also automate follow up emails to gather feedback, prompt new thoughts or close a sale in the case of discovery calls. ALL of these communications are set up once and then you never have to think about it again.
Of course, they also have the ability to schedule reminders to clients before their calls, which is something most softwares have. You also have the ability to create your availability so YOU are in control of when you see clients.
The Practice.do App
I love this app! Practice.do offers two portals – one for clients and one for coaches. As a coach I can easily communicate with clients on-the-go, send them text message (without sharing my cell number), voice recordings and even to-dos. I can also see my upcoming appointments, my income, coaching hours and more.
From the client side, they have the ability to communicate with you seamlessly and securely. That said, it’s up to you to set the boundaries around access and response time, so think through this before you invite them to download the app.
They can also access anything you share with them through the portal, so it’s super handy for them to be able to access on demand.
Practice.do vs Paperbell
I’ve been on Practice.do for several months now. It’s one of those softwares that I will gladly pay for because it offers so much functionality. Prior to moving to Practice.do, I was on Paperbell for over a year.
I do like Paperbell as a service, but it’s a little cluncky and way less agile than Practice.do. It’s also more expensive, but it’s not a bad software. It’s just not as good as Practice.do.