Onboarding Part 5: Optimizing Your Practice

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  Automations

  How do I automate my client onboarding process?
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  Client Notifications

  How do I automate client notifications?
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  Logo & Branding

  How can I customize my portal, email, and documents with my logo and brand colors?
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  Snippets, Autoresponder & Out-of-Office

  How do I set up an autoresponder and add snippets to my notes?

There are many features in Practice Better created to simplify your workflow and automate your practice so you can save time.

• Automations
• Client Notifications
• Shortcuts and Snippets
• Cancellation Policy
• Automated Response Reply

Automations

In Practice Better, you have the ability to automate your client onboarding process, including adding new clients, confirming new bookings, sending forms, and creating custom payment plans.

Automations are a “set it and forget it“ feature. You'll only need to set them up once, and they will save you time in having to manually onboard each client.

Client Notifications

If you have specific information you want to relay to your clients in their emails, or you want to change the Practice Better client email notifications, you can do so by customizing the default email templates.

Alternatively, you can customize the email notifications for specific services/packages.

Logo & Branding

Upload your logo and brand colors to give a professional touch to your Portal, emails, and documents. Logo and branding are available in our Pro, Plus, and Team Plans. Head over to Settings > Logo & Branding to customize your branding settings.

Your website/email logo will appear in your branded Client + Practitioner Portal. You can also include this logo in your customized email templates by going to Settings > Notification Preferences > Client Notifications

Website branding is only applied when visiting your personalized Practice Better URL. Learn more

Shortcuts and Snippets

If you find that you are repeatedly typing the same thing to your clients, we recommend you utilize the snippet feature. Snippets are a great way to quickly include frequently used blocks of content when creating notes, recommendations, and sending messages to clients. This saves you time in having to retype the same text multiple times.

Cancellation Policy

Set up a cancellation policy to reduce the number of no shows in your practice. These steps will show you how to set up a Disclaimer for your cancellation policy, require clients to acknowledge it before booking and process any associated fees.

Reply-to Email Address

There may be times when your clients respond to automated notifications from the system (e.g. session confirmation/reminder emails). By default, you will not receive a notification if a client replies to an automated email. We recommend adding a Reply-to recipient so any replies to automated emails will be redirected to your inbox.

There are still many aspects of the platform that are not covered in this guide so please reach out to our customer success team and we would be happy to help.