| Confirm the timezone everything else will be scheduled in |
Account and practice setup |
Practice manager |
| Decide what the practice calls the people it serves |
Account and practice setup |
Practice manager |
| Delete my own account and be signed out at once |
Account and practice setup |
Practice client |
| Find the custom-domain screen and see the practice's current state |
Account and practice setup |
Practice manager |
| Press Check now on a verified domain and see it confirmed |
Account and practice setup |
Practice manager |
| Prove a real person is behind my practice so I can start using it |
Account and practice setup |
Practice manager |
| Put the practice's real details, NPI and tax ID on record |
Account and practice setup |
Practice manager |
| Request a custom domain and see it move to pending with my own DNS records |
Account and practice setup |
Practice manager |
| See why a custom-domain claim failed, and what to fix |
Account and practice setup |
Practice manager |
| See why deletion is refused when I am the last Manager |
Account and practice setup |
Practice manager |
| Set my practice up on my first sign-in so I can start working |
Account and practice setup |
Practice manager |
| Start a second practice from the account I already have |
Account and practice setup |
Practice manager |
| Take on the clinician role as well as running the practice |
Account and practice setup |
Practice manager |
| Update my own details and choose which emails I get |
Account and practice setup |
Practice manager |
| Find out what is happening to the sessions I book |
Analytics |
Practice manager |
| Get back to where I was after following an analytics link |
Analytics |
Practice manager |
| See at a glance how the practice is running |
Analytics |
Practice manager |
| Understand where my leads come from and which ones I am neglecting |
Analytics |
Practice manager |
| Agree an individual price with one client for one service length |
Billing and payments |
Practice manager |
| Decide when the practice charges a deposit, a no-show fee or a late cancellation |
Billing and payments |
Practice manager |
| See what I owe my practice and settle it |
Billing and payments |
Practice client |
| See what the practice is owed and how old the debt is |
Billing and payments |
Practice manager |
| Turn an invoice into a superbill the client can claim on |
Billing and payments |
Practice manager |
| Understand why I cannot change the practice's currency any more |
Billing and payments |
Practice manager |
| Book my appointment from the link my practice emailed me |
Client portal |
Practice client |
| Confirm my email address so the practice can send me my appointment details |
Client portal |
Practice client |
| Fill in the forms my practice needs, proving who I am first |
Client portal |
Practice client |
| Get another code when the first one never arrived |
Client portal |
Practice client |
| Read the summary of a session I attended |
Client portal |
Practice client |
| See what I have booked, from the link my practice emailed me |
Client portal |
Practice client |
| Understand what happened when my booking link no longer works |
Client portal |
Practice client |
| Understand what to do when the link I was sent no longer works |
Client portal |
Anonymous visitor |
| Agree a treatment plan with a client and review it later |
Clinical records and forms |
Clinician / provider |
| Build an intake form and send it to my clients before their first session |
Clinical records and forms |
Practice manager |
| Change your mind about reminding a client, and send nothing |
Clinical records and forms |
Practice manager |
| Chase a client who has not finished onboarding |
Clinical records and forms |
Practice manager |
| Email a client from their chart without leaving it |
Clinical records and forms |
Clinician / provider |
| Keep a set of goals I use often, and start a new plan from it |
Clinical records and forms |
Clinician / provider |
| Open a client's chart and see where their onboarding has got to |
Clinical records and forms |
Clinician / provider |
| Produce a superbill a client can claim back from their insurer |
Clinical records and forms |
Clinician / provider |
| See what a form looks like to a client before I send it |
Clinical records and forms |
Practice manager |
| Turn a plan I have just written into a template for next time |
Clinical records and forms |
Clinician / provider |
| Withdraw a form I assigned by mistake |
Clinical records and forms |
Practice manager |
| Write a note template once so every note starts from the same shape |
Clinical records and forms |
Clinician / provider |
| Find out how Practiceful does something, from its documentation, before I sign up |
Documentation |
Anonymous visitor |
| Find out whether an AI agent could do this for me in Practiceful |
Documentation |
Anonymous visitor |
| Look something up in the docs while I am working, and get straight back to my dashboard |
Documentation |
Practice manager |
| Ask for the verification code again when the first one never arrived |
Evaluating Practiceful |
Anonymous visitor |
| Book an appointment from the practice's website, without an account |
Evaluating Practiceful |
Anonymous visitor |
| Book an appointment that needs a card, from the practice's website, as a new client |
Evaluating Practiceful |
Anonymous visitor |
| Find out whether I can cancel, and what happens to my money, before I subscribe |
Evaluating Practiceful |
Anonymous visitor |
| Find out who is behind the software before I trust it with client records |
Evaluating Practiceful |
Anonymous visitor |
| Get a new activation email when the link I was sent has expired |
Evaluating Practiceful |
Anonymous visitor |
| Get back into my account after forgetting my password |
Evaluating Practiceful |
Anonymous visitor |
| Read the terms and the privacy policy before I sign up, and follow their cross-references |
Evaluating Practiceful |
Anonymous visitor |
| Reset my password using a code sent by email |
Evaluating Practiceful |
Anonymous visitor |
| Reset my password using codes sent to both email and phone |
Evaluating Practiceful |
Anonymous visitor |
| Understand what the product actually does, and get my questions answered |
Evaluating Practiceful |
Anonymous visitor |
| Work out what this costs before I give anyone my email |
Evaluating Practiceful |
Anonymous visitor |
| Work out who I would be dealing with, and how to reach a human |
Evaluating Practiceful |
Anonymous visitor |
| Add a new client and be able to book them at once |
Running the practice |
Clinician / provider |
| Ask for a place in the alpha, sign the agreement, and be told I am on the list |
Running the practice |
Anonymous visitor |
| Bill a client for the work and get paid |
Running the practice |
Practice manager |
| Book an existing client in for a session |
Running the practice |
Clinician / provider |
| Book my own appointment without phoning the practice |
Running the practice |
Practice client |
| Cancel an appointment I can no longer attend |
Running the practice |
Practice client |
| Complete the forms the practice needs before my first session |
Running the practice |
Practice client |
| Confirm my details from a link my practice emailed me |
Running the practice |
Anonymous visitor |
| Decide how hard the practice pushes its clients to onboard |
Running the practice |
Practice manager |
| Email the session summary to chosen participants |
Running the practice |
Clinician / provider |
| Find a session that fits my week, and that has room for the people I'm bringing |
Running the practice |
Practice client |
| Get the earliest appointment with whoever is free |
Running the practice |
Practice client |
| Get the practice running — subscribe, then invite the clinicians |
Running the practice |
Practice manager |
| Join a session I was forwarded a link to, without an account yet |
Running the practice |
Anonymous visitor |
| Keep a card on file so a client does not re-enter it every visit |
Running the practice |
Practice client |
| Leave the payment page without paying |
Running the practice |
Practice client |
| Pay my invoice |
Running the practice |
Practice client |
| Read this client's notes and treatment plans before the session starts |
Running the practice |
Clinician / provider |
| Record a session, have it transcribed and summarised, and proof-read the summary |
Running the practice |
Clinician / provider |
| Record what happened in a session so it can be billed |
Running the practice |
Clinician / provider |
| Redeem the alpha code I was emailed and get my free year |
Running the practice |
Anonymous visitor |
| Set up what the practice offers, and decide what clients may book |
Running the practice |
Practice manager |
| Sign in and get to the day's work |
Running the practice |
Practice manager |
| Sign in and see my appointments and forms |
Running the practice |
Practice client |
| Sign off a clinician's note so the record is complete |
Running the practice |
Practice manager |
| Take a place in a session the practice has already scheduled |
Running the practice |
Practice client |
| Ask a client to book a time, instead of choosing one for them |
Scheduling and day-to-day work |
Practice manager |
| Be told before I strand clients when I take availability away |
Scheduling and day-to-day work |
Clinician / provider |
| Change how my sessions can start and which times clients are offered |
Scheduling and day-to-day work |
Clinician / provider |
| Change what a service costs and how long it runs |
Scheduling and day-to-day work |
Practice manager |
| Correct a session's notes after the fact, and have it actually stick |
Scheduling and day-to-day work |
Practice manager |
| Find one lead among many |
Scheduling and day-to-day work |
Practice manager |
| Fix a service mid-booking and get back to the session I was filling in |
Scheduling and day-to-day work |
Practice manager |
| Move a lead to the next stage after speaking to them |
Scheduling and day-to-day work |
Practice manager |
| Open a service up for clients to book themselves |
Scheduling and day-to-day work |
Practice manager |
| Publish the hours I am willing to be booked in |
Scheduling and day-to-day work |
Clinician / provider |
| Read what today needs, without it disappearing or having to reopen it |
Scheduling and day-to-day work |
Clinician / provider |
| Record someone who enquired, and move them along as I chase them |
Scheduling and day-to-day work |
Practice manager |
| See how busy the practice actually is |
Scheduling and day-to-day work |
Practice manager |
| Withdraw a booking link I should not have sent |
Scheduling and day-to-day work |
Practice manager |
| Add photographs from my phone without emailing them to myself |
Website and marketing |
Practice manager |
| Build the practice a website and put it in front of the public |
Website and marketing |
Practice manager |
| Check the draft as a visitor will see it, before anyone else does |
Website and marketing |
Practice manager |
| Describe the practice once, in its own voice, so everything else can use it |
Website and marketing |
Practice manager |
| Look at the site the public actually gets |
Website and marketing |
Practice manager |
| Make sure the practice can be found on Google and Yelp |
Website and marketing |
Practice manager |
| Organize my pages into an outline — add one, nest it under another, and remove a page without losing its own sub-pages |
Website and marketing |
Practice manager |
| Restyle the site and see what it will look like before I commit |
Website and marketing |
Practice manager |
| Split the site into pages, and choose which of a nested page's own pages/sections show in the top-level menu's dropdown |
Website and marketing |
Practice manager |
| Take a usable headshot with guidance instead of guessing |
Website and marketing |
Practice manager |
| Write my own professional profile, separately from the practice's |
Website and marketing |
Clinician / provider |