Add New Clients Automatically

Automatically add new clients once they’ve requested selected services, packages, programs, or completed a public form. You can optionally give access to the Client Portal at the same time to new or existing clients.

1. Go to My Practice > Automations
2. Click on the Red Fast-action Button and choose Add/invite new clients
   
   
   
   
   
3. Name your automation
4. Choose if you’ll give new and/or existing clients access to the Client Portal at this time. Clients will be sent an invitation to join Practice Better and activate their accounts.
5. For invited clients, you can also provide access to the Food & Mood and Lifestyle Journals by enabling the checkboxes as highlighted below. Click Edit options to customize how these journals will be created (e.g. setting a focus for the Food Journal or disabling weight tracking for the Lifestyle Journal).
   
   
   
   
6. Optionally restrict this automation to select services/packages/programs
7. Click Create to save your automation