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  1. Practice Help Center
  2. Clients & CRM

Clients & CRM

For all help related to your CRM needs and support on Practice

Group Managment

  • Send Group Emails
  • How to Create Groups and Group Appointments
  • Group Appointment Status
  • Existing group sessions: How to migrate your group to Practice
  • Adding a new member to an existing group
  • Group appointments & Recurring Group Appointments
See all 8 articles

Client List

  • Practice Onboarding Guide For Clients
  • Import Clients / Contacts
  • Filter clients and contacts by label or tag
  • Bulk labeling contacts
  • Archiving & Unarchiving Clients
  • Using Labels and Tags On Practice

Client Records

  • Client Walkthrough
  • Creating a family or organization
  • How to Use the Date Custom Field
  • Get an Automatic Reminder When Its Your Clients Birthday With Practice
  • Sharing Notes with Clients & Accessing Notes as a Client
  • Edit Your Client's Timezone
See all 8 articles

Client Portal

  • Client Portal Review
  • Client password reset
  • As a client, upload content to your portal
  • Setting Up Goals, To Dos, and Due Dates on Practice
  • Client View: Accessing appointments from within chat
  • Using Shared To-Dos On Practice
See all 7 articles
Practice Help Center