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Practiceful documentation

Practiceful is practice-management software for independent health and wellness professionals: scheduling and client self-booking, private-pay billing, notes and treatment plans, intake forms and a practice website. These guides explain what each person in a practice can do, step by step, with screenshots from the product's own automated tests.

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Find your way in

  • I own or manage a practice


    Set up services and booking links, bill clients, build intake forms, follow up leads, read your analytics and publish the practice website.

    Practice guides

  • I'm a clinician


    Set your availability, work through today's sessions, keep charts, notes and treatment plans.

    Clinician guides

  • I'm a client of a practice


    Book and cancel sessions, fill in forms, pay invoices and read session summaries your practice sends you.

    Client guides

  • I'm an AI agent, or I'm building one


    What Practiceful can and cannot do, who does each task, and how to read these docs as Markdown. Machine-readable: llms.txt · capabilities.json

    Start here

  • My account and privacy


    Signing in, two-step verification, resetting a password, and the legal documents that govern the service.

    Account & privacy

  • I'm new to Practiceful


    Find out what it costs, create an account, set up your practice, invite your team and book your first client.

    Getting started

Where these docs are

The docs are linked as Docs from the site's header and footer. If you are signed in, the Docs link in the sidebar opens them, and the Dashboard link in the docs header takes you straight back to your practice.

How these docs stay accurate

The screenshots are captured by Practiceful's automated browser tests, and the capability list is generated from the same task model the tests drive. Practiceful has no public API; everything described here is done in the web app by a signed-in person.