Integrate Practice with Retently
Trigger automated NPS/CSAT surveys after client appointments or service bookings, sync client contact details and interaction history, and use feedback scores to improve service offerings and client satisfaction.
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About Practice
Practice is designed for appointment management, client interaction, and service booking. It provides tools for tracking appointments, managing clients and invoices, and facilitating forms submissions.
Practice to Retently
Appointment Canceled
Triggers when an appointment has been canceledNew Appointment Created
Triggers when a new appointment has been createdAppointment Rescheduled
Triggers when an appointment has been rescheduledNew Form Submitted
Triggers when a form has been submitted by a clientNew Invoice Paid
Triggers when an invoice has been paid by a client.New Package Booked
Triggers when a package has been booked by a client.Appointment Completed
Triggers when an appointment has been completedAppointment Outcome Updated
Triggers when an appointment has been outcome updatedAttendee Added to Event
Triggers when a new attendee has been added to an eventNew Internal Form Submitted
Triggers when an internal form has been submittedNew Client Created
Triggers when a new client has been created.New Note Created
Triggers when a new note has been created.Retently to Practice
Add Label
Adds a label to a client in Practice.Assign Package
Assigns a package to a client in Practice.Create Note
Creates a note for a client in Practice.Get Client Packages
Returns all package instances tied to the clientPause Package
Pauses a package for a client in Practice.Remove Package
Removes a package from a client in Practice.Assign Member
Assigns a member to a client in Practice.Create Client
Creates a client in Practice.Find Client
Finds a client in Practice.Mark Package as Completed
Marks a package as completed for a client in Practice.Remove Client Label
Removes a label from a client in Practice.Resume Package
Resumes a package for a client in Practice.
Alex Bitca
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