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features
design
support

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Description

CloudBooks simplifies the invoicing process, allowing you to generate invoices swiftly and effectively. Our user-friendly templating system enables you to select a design, create and tailor invoices, incorporate your logo, and customize your email communications effortlessly. You can automate payment reminders and craft personalized follow-up messages for your clients. By enabling online payment options, your clients can conveniently settle invoices using debit or credit cards. Additionally, you can bill clients in their local currencies, enhancing the likelihood of timely payments. With an array of themes to choose from, you can easily input your business details, add your company logo, and begin dispatching beautifully designed invoices to your clients. Streamline your business operations by automating processes such as late payment fees and reminders, allowing CloudBooks to manage client follow-ups while you focus on the essential aspects of your work. This way, you can ensure that your business runs smoothly and efficiently.

Description

Streamline your coaching business We help coaches to consolidate disjointed, clunky and frustrating systems into one place. No more back-and-forth: Automated scheduling makes it easy to see your real-time availability. Simple forms can be used to collect information and invoices. Spend less time chasing and more time earning. In seconds, create invoices, recurring subscribers, and packages and get paid on-time, every time. Simple client management Practice's world-class tools allow you to communicate between sessions without having to give out your personal number.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stripe Yes 
2Subscribe Yes 
Basecamp Yes 
Gmail No 
Google No 
Google Calendar No 
PayPal Yes 
SendGrid Yes 
Stripe Billing No 
Zoom No 

Integrations

Stripe Yes 
2Subscribe No 
Basecamp No 
Gmail Yes 
Google Yes 
Google Calendar Yes 
PayPal No 
SendGrid No 
Stripe Billing Yes 
Zoom Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29 per month
No long-term commitments, unlimited access to features, contacts, and storage.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CloudBooks

Founded

2013

Country

United States

Website

www.cloudbooksapp.com

Vendor Details

Company Name

Practice

Founded

2020

Country

Canada

Website

practice.do

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Time and Expense

Activity Tracking No 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Product Features

Coaching

Appointment Scheduling Yes 
Billing & Invoicing Yes 
Business Coaching Yes 
Client Management Yes 
Goal Setting / Tracking Yes 
Life Coaching Yes 
Mentor/Coach Matching Yes 
Program Management No 
Progress Tracking Yes 
Sport Coaching No 

Contractor Management

Contractor Database No 
Insurance Tracking No 
License Tracking No 
Permit Tracking No 
Skills & Competencies No 
Task Management No 
Work Hour Tracking No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Tutoring

Appointment Scheduling No 
Attendance Tracking No 
Automatic Grading No 
Billing & Invoicing No 
Client Management No 
Electronic Assignments & Tests No 
Employee Management No 
Learning Plans No 
Lesson Notes No 
Online Classes No 
Online Payments No 
Parent / Student Portal No 
Progress Reports No 

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