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Using iOS Mobile App Shortcuts

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🔄 We're freshening things up!

Practice Better is gradually rolling out a refreshed UI/UX design. You may notice that the navigation bar has moved from the top to the left side of the portal. As a result, some screenshots and images in our articles may not yet reflect the updated interface — but the steps and guidance are still accurate.

We're actively updating all articles and appreciate your patience in the meantime. If something looks different than what you see on screen, the functionality is the same — just with a fresh coat of paint.

Jump straight to common actions in the Practice Better mobile app without opening it first. Press and hold the Practice Better icon on your iPhone to see quick actions for your role.

In this article:

Before You Begin

  • Shortcuts are available in the Practice Better mobile app on iPhone. Download the app from the App Store if you haven't already.
     
  • You need to be signed in to the app before shortcuts appear.
     
  • Press and hold works on iPhones with 3D Touch (iPhone 6S or later) or Haptic Touch (iPhone 11 or later).
     
  • The shortcuts you see depend on whether you're signed in as a practitioner or a client.
     
  • Shortcuts launch an action from your iPhone Home Screen. They're separate from the Fast Action Button, which appears inside the app after it opens, and from desktop Keyboard Shortcuts and Text Snippets. Learn more in the Resources section below.

Opening Shortcuts From the App Icon

  1. Sign in to the Practice Better mobile app.
     
  2. Go to your iPhone Home Screen.
     
  3. Press and hold the Practice Better icon until the shortcut menu opens.
     
  4. Tap the shortcut you want to open it directly in the app.

📍 Note: The menu also includes iPhone options such as Edit Home Screen, Share App, Require Face ID, and Remove App. Apple provides these options for every app. They aren't Practice Better shortcuts.

Understanding Which Shortcuts You'll See

Shortcuts for Practitioners

If you're signed in as a practitioner, the menu shows these shortcuts:

  • View calendar
  • Book a session
  • Create a task
  • Send a message

Shortcuts for Clients

If you're signed in as a client, the menu shows these shortcuts:

📍 Note: These actions are dependent on the settings your practitioner has enabled for you, such as messaging and Journal entries. 

  • Take a photo
  • Add a food entry
  • Add a lifestyle entry
  • Send a message

Troubleshooting Missing Shortcuts

If you don't see shortcuts when you press and hold the icon, try these steps:

  1. Confirm you're signed in to the Practice Better mobile app. 
     
  2. Update the app to the latest version in the App Store. 
     
  3. Confirm your iPhone supports 3D Touch or Haptic Touch. 
     
  4. Press and hold the icon on your Home Screen, not from inside the app or the App Library. 

Still stuck? Our support team is here to help. Contact us from the Help menu in the app or from your portal.

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