Gmail + Practice Better
Create drafts in Gmail for new clients in Practice Better
Streamline your client onboarding process with this workflow. Whenever you add a new client in Practice Better, it instantly creates a draft in Gmail. This eliminates manual data entry and ensures you stay organized and efficient in managing your client relations, thus improving your service delivery.
Streamline your client onboarding process with this workflow. Whenever you add a new client in Practice Better, it instantly creates a draft in Gmail. This eliminates manual data entry and ensures you stay organized and efficient in managing your client relations, thus improving your service delivery.
- When this happens...New Client
Adds a new client to your account.
- automatically do this!Create Draft
Create a draft email message.
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About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
About Practice Better
Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!