Tracking Client Services for Teams

Stay in sync with your team

Team workspace

Collaborate with your team under one roof and manage your entire client roster in one place.

Activity log

See what your team members and clients have been up to, in real-time.

Team to-dos

Organize and delegate work across your org. Assign tasks and set due dates to ensure nothing gets missed and eliminate duplicate work.

Manage client rosters

Assign clients

Designate specific owners of each relationship so each member of your organization is responsible for their clients.

Set permissions

Control what visibility each team member has — whether they should see their own clients only, or have access to manage the full business.

Shared clients

Collaborate with other members of the organization to co-deliver services for your clients.

Get shared and separate tools

Group Chat

When working with clients via your Practice client portal, multiple users in your organization can engage in chat.

Shared Assets

Payments, forms, and resources are centralized across the team for any member to use with their clients.

Personal integrations

Each team member can manage their own availability and connect multiple calendars to their scheduling tool.

Team Insights

Team dashboard

Know exactly what’s happening in your business, at a glance.

Round Robin Scheduling

Create generalized sessions that can be booked amongst any member of your team

Company & member profiles

Profiles for your company and entire team with links to book and schedule client services

Who is a fit for Teams?

Over the past four years, we've worked with thousands of small businesses as we continue to develop Practice.

Solopreneurs that have help

If you have additional support as a sub-contractor or an assistant, then you’re a great fit for teams!

Delegate tasks to your team

Co-deliver services to clients

Follow each client interaction

Organizations

Teams is a great solution for organizations that rely on multiple members to fulfill services to clients.

Assign clients to members

Get paid through one central account

Set access and permissions

Growing your business shouldn’t be an administrative mess

Join thousands of small business owners that have streamlined and simplified their business with Practice.

We take pride in supporting our customers quickly and efficiently. When it comes to getting started, here are a few FAQs to get you rolling.

Do you support small and big teams?

Yes

Yes! We support teams of all sizes. From just starting out, all the way up to multi-million dollar organizations.

Ahmed

Full Stack Web Developer at Practice

Can multiple members chat with a client in the portal?

Yes

Absolutely! You can invite multiple users in your organization to engage in chat.

Rahul

Onboarding at Practice

Are there shared assets within my organization?

Yes

Yep! Each member can access a shared list of schedulers, forms, files, products, packages, and resources.

Jeremy

Growth at Practice

Are there limitations to the number of clients I can have?

Unlimited

None. You can have as many clients as you want, and we will not charge you for growing your client base.

Ahmed

Full Stack Web Developer at Practice

Do you offer session tracking for individual members and admins?

Yes

Yes! You'll be able to see exactly how many sessions of a package has been completed, by whom, and when. All in real-time.

Rahul

Onboarding at Practice

What if I have enterprise requirements?

Let's talk

We offer custom solutions for those who might need a little more support for their larger organizations, book a demo with us and let us know how we can help!