Video Guide

Text Guide

Invite your clients to use Practice

If a client has not yet been invited to use Practice, you have the option to invite them via their client record. When you're ready to invite them, you can use the blue button in the top right of the navigation to send the invitation. 

At the point when you're ready to send the invite, you have the option to send the email directly from Practice, or copy a link that can be pasted into an SMS message. 

If your email address is connected to your Practice account, this will send directly from your domain or Gmail! Learn more about sending emails via Practice

Understand clients' invite status

On the client record, you'll see the status of the shared workspace change as your client has been invited, not yet invited or if you have an unread message.

The client has not yet been invited:

The client has been invited:

Once they join you on Practice, you'll see the date in their client record as an item in the timeline: 

Easily access chat

To open the Shared Workspace and engage with your clients, you can access chat in the following places: 

On the client record

Using the client record, each client or contact will have a button to open their shared workspace directly. 

On the contacts list view

By using the three-dot menu ··· on the contact row, you can directly open the shared workspace 

On the Practice mobile app(s) 

• Learn more about the Practice iOS app
• Learn more about the Practice Android app