Practice Better offers powerful automation and customization features that help you work more efficiently, reduce manual tasks, and maintain consistent communication with your clients.
Automating Your Client Experience
Automations
Practice Better's automation features transform how you manage client onboarding and ongoing engagement. Once you configure your automations, they work continuously in the background — eliminating repetitive manual tasks and ensuring every client receives a consistent, professional experience.
You can automate several key workflows:
- Adding new clients to your practice.
- Confirming new bookings automatically.
- Sending intake forms and assessments.
- Creating custom payment plans.
🪄 Automations are truly "set it and forget it." Configure them once, and they'll save you countless hours by handling routine onboarding tasks for every new client.
Client Notifications
Clear, timely communication keeps your clients informed and engaged. Practice Better allows you to customize the email notifications your clients receive, ensuring your messaging aligns with your practice's voice and values.
You have two options for customization:
- Modify the default email templates that apply across your entire practice.
- Create service-specific or package-specific email notifications for more targeted communication.
This flexibility means you can provide the right information at the right time, whether you're confirming appointments, delivering program materials, or following up after sessions.
Building Your Brand Identity
Logo & Branding
Your brand deserves to shine throughout every client interaction. With Practice Better's branding features (available in Pro, Plus, and Team Plans), you can upload your logo and apply your brand colors across your Client Portal, emails, and documents.
Setting up your branding:
- Go to Settings (gear icon) > Logo & Branding.
- Upload your logo.
- Select your brand colors.
Your logo will appear in both your Client Portal and Practitioner Portal, creating a cohesive, professional experience. You can also include your logo in customized email templates by going to Settings > Notification Preferences > Client Notifications.
📍 Web portal branding applies only when clients visit your personalized Practice Better URL.
Working More Efficiently
Shortcuts and Snippets
Do you find yourself typing the same recommendations, instructions, or responses repeatedly? Snippets are your solution. This time-saving feature lets you create reusable blocks of content that you can quickly insert when creating notes, writing recommendations, or messaging clients.
Instead of retyping common information, simply insert your pre-written snippet — ensuring consistency while saving valuable time.
Cancellation Policy
No-shows and last-minute cancellations can disrupt your schedule and impact your practice. Setting up a clear cancellation policy helps set expectations and reduces these occurrences.
Implementing your cancellation policy:
- Create a disclaimer outlining your cancellation terms.
- Require clients to acknowledge the policy before booking.
- Configure any associated cancellation fees.
This proactive approach protects your time while maintaining clear boundaries with clients.
Staying Connected
Reply-to Email Address
When clients receive automated notifications (like session confirmations or reminder emails), they may naturally reply with questions or updates. By default, these replies don't reach your inbox — but you can change that.
Adding a reply-to email address ensures that when clients respond to automated messages, their replies are redirected to you. This keeps the conversation flowing and prevents important client communications from getting lost.
To set this up:
- Go to your email notification settings.
- Add your preferred reply-to email address.
- Client responses to automated emails will now reach your inbox.
✅ You're building a streamlined, professional practice that saves you time while delivering an exceptional client experience. Practice Better's automation and customization features work behind the scenes, allowing you to focus on what matters most — supporting your clients' health journeys.
This guide covers foundational workflow features, but Practice Better offers many additional capabilities to explore. Our customer success team is here to help you discover and implement features that align with your practice's unique needs — just reach out whenever you need support.