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  1. Practice Help Center
  2. Automation

Automation

Create reliable, automated processes that save you time. Ensure every client gets the resources they need and every prospect gets the lead magnets and material you need them to see.

General

  • Add Automation To Your Packages, Products, & Invoices
  • How to Repurpose Practice Forms to Automate Sending a Custom Message
  • Intro to Zapier & Practice
  • How to Use Practice & Zapier Formatter For Form Submissions
  • Connect Practice to Zapier
  • Consolidating Scheduling, Payment, and Agreeing to the Coaching Agreement Into 1 Simple Flow For Your Clients
See all 12 articles
Practice Help Center