Integrate Whole Practice with Retently

Trigger NPS/CSAT surveys after client appointments or form submissions, sync client profiles to keep feedback data up-to-date, and use survey responses to improve client management processes.

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About Whole Practice

Whole Practice is a software solution designed to manage client information, appointments, and forms. It enables users to streamline their client management processes.

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Whole Practice to Retently

1

Completed Form or Questionnaire

Triggers when a client completes a form or questionnaire.
2

New Client Added

Triggers when a new client is added.
3

New Appointment Booked

Triggers when a new appointment is booked in Whole Practice.
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Retently to Whole Practice

1

Assign Form or Questionnaire

Assigns a Form or Questionnaire to a new or existing client for them to complete.

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