Using Practice Better
Get familiar with the Practice Better platform. Learn how to do common tasks to maximize your productivity and increase client engagement.
General
Managing your practice
- Setting up your profile
- Setting up your company profile
- Working with multiple locations
- Adding accreditations
- Creating forms & waivers
- Working with Protocol Templates
Services & Packages
- Adding a service
- Adding Payment Options for your services
- Requiring billing information at booking
- Creating services without requiring a time
- Setting up Terms & Conditions for services
- Working with Group Sessions
Managing your clients
- Adding new clients
- Activating and deactivating clients
- Resend a client invite
- Working with family records
- Creating Tasks & Reminders for your clients
- Providing clients with access to journals
Schedule & Bookings
- Managing your availability
- Changing my availability for one day
- Viewing your calendar
- Booking & Cancellation options
- Out-of-office notification
- Google Calendar Integration
Invoicing & Payments
- Creating your first invoice
- Accepting payments
- Setup invoice and payment settings
- Working with Coupons
- Accepting HSA/FSA Cards using Stripe
- Collecting payments in multiple installments