# Practice Better practices: new clients set up without retyping.

## Practice Better automation at a glance

| Does Practice Better have an API? | It connects through Zapier using an API key from its settings. Practice Better says that link isn't HIPAA-compliant, so we send contact details only. |
|---|---|
| Connects with | Zapier, Kajabi, Calendly, Flodesk, Mailchimp, Google Sheets |
| Used by | Coaches and consultants, Mental health |
| What we build | Lead to client; Mailing list sync; Enrollment view; Onboarding message |

## Sound familiar?

What nutrition and wellness practices on Practice Better tell us before a project starts.

*A group of people discussing ideas around laptops in a bright, modern office space*

Photo: [Ivan S on Pexels](https://www.pexels.com/photo/colleagues-using-a-laptop-7212946/)

- Leads from forms are typed in by hand.
- New clients are added to the mailing list separately.
- Program enrollments are tracked in a spreadsheet.
- Course buyers are set up twice.
- Follow-ups depend on someone remembering.

## What we build

Each one is a working piece you can open and check when it's done.

### Lead to client

Form and course leads created as Practice Better clients.

[API integrations and data sync](https://pushbuild.com/services/api-integrations.html)

### Mailing list sync

New clients and program enrollments added to your email tool.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Enrollment view

Program enrollments and new clients by month in one view.

[Dashboards and reporting](https://pushbuild.com/services/dashboards.html)

### Onboarding message

New clients sent a welcome with booking links.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

**What we connect it to:** [Zapier](https://pushbuild.com/tools/zapier.html), [Kajabi](https://pushbuild.com/tools/kajabi.html), [Calendly](https://pushbuild.com/tools/calendly.html), Flodesk, [Mailchimp](https://pushbuild.com/tools/mailchimp.html), [Google Sheets](https://pushbuild.com/tools/google-sheets.html).

**Industries that use it:** [Coaches and consultants](https://pushbuild.com/for/coaches-consultants.html), [Mental health](https://pushbuild.com/for/mental-health.html).

## Example projects

Illustrations of the shape of the work, not past clients. Yours gets its own written scope.

Example project

### Course buyer to client

Example: a Kajabi course purchase creates a Practice Better client.

Kajabi, Zapier, Practice Better

Example project

### Program to list

Example: clients enrolled in a program join a matching email list.

Practice Better, Zapier, Flodesk

Example project

### Monthly view

Example: a dietitian sees new clients and enrollments each month.

Practice Better, Google Sheets

Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html).

## Questions people ask first

**Does Practice Better have an API?**

It connects through Zapier using an API key from its settings. Practice Better says that link isn't HIPAA-compliant, so we send contact details only.

**Will this replace Practice Better?**

No. Practice Better stays the system of record. We build the intake, reports and follow-ups around it.

**Is our data safe?**

Yes. We use only the access your account grants and keep credentials out of code.

## Related

[**SimplePractice**Booking, intake routing, reminders and practice reporting around SimplePractice, with client details kept in systems built for them..](https://pushbuild.com/tools/simplepractice.html)[**Jane**Handle the admin around Jane, such as new-patient leads, reminders to rebook, reviews and finance reports, while patient records stay in Jane..](https://pushbuild.com/tools/jane-app.html)[**Kajabi**Connect Kajabi to your payments, CRM, email and reporting so buyers get access, tags and follow-up without manual work..](https://pushbuild.com/tools/kajabi.html)

## Tell us what you need built.

Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.

[hello@pushbuild.com](mailto:hello@pushbuild.com?subject=Practice%20Better%20project)

[(617) 299-8887](tel:+16172998887)

**Pushbuild** · Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact)

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As of 2026-11-10. Source: https://pushbuild.com/tools/practice-better.html