The Smart Coach’s Guide to Growing (and Automating) Your Wellness Business with Practice Better

If you’re a health coach or wellness practitioner trying to grow your business without burning out, you’ve probably realized something…

Doing everything manually isn’t scalable.

Booking sessions, sending forms, collecting payments, running group programs, keeping track of protocols—it adds up fast. And that’s where Practice Better comes in.

This platform was designed specifically for wellness professionals like you—and it does way more than just client booking. It lets you automate the core pieces of your wellness business so you can book more clients, make more money, and create scalable offers (without adding stress to your plate).

In this guide, you’ll learn exactly how to use Practice Better to:

• Automate scheduling and client onboarding

• Collect payments easily and reliably

• Create and launch programs, courses, and memberships

• Streamline protocols, meal plans, and resources

• Stay compliant and professional with HIPAA-grade systems

• Use integrations to connect the tools you already love

Let’s break it down.

1. Automate Your Wellness Business like a BOSS!

One of the first things you’ll want to set up is your booking system. Practice Better allows you to:

• Create different types of sessions and packages

• Add availability so clients can book with you directly

• Automate intake forms, consent forms, and pre-session materials

• Send automated confirmation and reminder emails

• Create custom post-session follow-ups or journaling prompts

Explore how to set up availability here: https://help.practicebetter.io/hc/en-us/search?utf8=%E2%9C%93&query=scheduling

2. Get Paid Without Chasing Invoices

Practice Better integrates with Stripe and Square so you can:

• Collect payment upfront when someone books

• Set up payment plans for packages and programs

• Automatically generate invoices and receipts

• Track income, refunds, and outstanding balances

  
  

Set up your payment system here: https://help.practicebetter.io/hc/en-us/search?utf8=%E2%9C%93&query=invoices

You can also connect your services and programs directly to payment—so there’s no awkward back-and-forth about money.

3. Create Scalable Programs, Courses & Memberships

This is where Practice Better really shines. You can use it to build:

• Self-paced online courses with videos, PDFs, and worksheets

• Group programs with scheduled start dates, live sessions, and community spaces

• Monthly memberships with recurring billing and exclusive content

Everything lives inside the client portal, so there’s no need for an external course platform.

Here’s how to create a program: https://help.practicebetter.io/hc/en-us/search?utf8=%E2%9C%93&query=programs

You can even drip content over time, assign tasks, and see who’s completed which modules.

4. Use Protocols & Meal Plans to Support Clients with Ease

Practice Better gives you powerful tools to deliver client care efficiently:

• Create custom protocols for supplements, food, lifestyle, and habits

• Save time with protocol templates you can re-use across clients

• Attach protocols to services, programs, or individual clients

• Share protocols securely through the client portal

How to use the protocol builder: https://help.practicebetter.io/hc/en-us/search?utf8=%E2%9C%93&query=protocols

Want to provide beautiful meal plans?

Connect your That Clean Life account to embed meal plans and recipes right into programs, protocols, or client notes. Your clients can even generate grocery lists and log meals.

Learn about the That Clean Life integration here:

https://get.thatcleanlife.com/a30cq07jgkxo

5. Stay Organized and Compliant

Practice Better is HIPAA, GDPR, and PIPEDA compliant — which means your client info is safe and secure. Whether you’re hosting sessions, storing notes, or messaging clients, everything is protected.

Other important features include:

6. Connect Your Favorite Tools with PB Integrations

Practice Better integrates with:

• Zoom for secure video call: https://help.practicebetter.io/hc/en-us/search?utf8=%E2%9C%93&query=zoom

• Fullscript for supplement dispensary: https://help.practicebetter.io/hc/en-us/search?utf8=%E2%9C%93&query=fullscript

• Google Calendar for syncing appointment: https://help.practicebetter.io/hc/en-us/search?utf8=%E2%9C%93&query=google+calendar

• Zapier for custom automations (like tagging email subscribers): https://help.practicebetter.io/hc/en-us/articles/360013919932-Integrating-with-Zapier

These integrations help you work smarter, not harder.

7. What Most Practitioners Miss

Many coaches and practitioners only scratch the surface of what Practice Better can do. But once you fully automate your wellness business you can:

• Stop manually sending forms and emails

• Stop juggling Zoom, email, calendar, and a dozen other tools

• Launch scalable offers without extra platforms

• Free up hours each week and show up better for your clients

• Actually grow your income without growing your stress

Ready to Make the Most of Practice Better?

I help health coaches and practitioners like you fully optimize Practice Better to book more clients, automate your workflow, and grow your scalable offers.

👉 Ready to grow your business? Join the Wellness Boss Society

👉 Read my Practice Better interview: Value of Organic Marketing