Practice Better CRM for Nutritionists & Health Coaches: Simplify, Automate, Grow

As a nutritionist, health practitioner, or health and wellness coach, you’re not just balancing macros – you’re managing client consults, meal plans, and what feels like endless follow-ups. It’s easy to feel overwhelmed by the admin side of things, right? All those back-and-forths, scheduling headaches, and paperwork start to stack up, leaving you with less time for what truly matters: your clients.

This is where a tool like Practice Better CRM can step in as a complete health and nutrition practice management platform. It allows you to streamline your business operations, so you can stop drowning in daily tasks and start focusing on growing your practice.

In this blog, I’m going to share how Practice Better can take you to the next level, and how me and my team can help you implement it without any stress. 

Why Nutritionists and Health Practitioners Love Practice Better

Let’s be honest – when you started your business, you weren’t exactly dreaming about hours of admin, juggling schedules, or drowning in paperwork. You got into it to change people’s lives, not to spend your evenings buried in follow-up emails. That’s why nutritionists and health care providers love Practice Better CRM – and why we love helping them set it up.

All that stuff that currently slows you down – Practice Better can handle it. From follow-up reminders to managing client files, the automated workflows are an absolute game-changer. 

We help you set up these systems so your day runs smoothly – meaning no more late-night admin marathons. You’ll finally have your evenings back, with everything organised and streamlined, freeing you up to focus on your clients and the work that really lights you up.

And the best part? We make sure it’s tailored specifically to you and your business. Whether you need custom intake forms or want to build out personalised meal plans, we’ll get everything running seamlessly. You’ll have a platform that not only works for you but feels professional and true to your brand.

How Practice Better Can Transform Your Workflow

Running a health and nutrition business isn’t just about crafting meal plans and helping clients hit their health goals. It’s also about keeping the back end of your business running smoothly, so you don’t get buried in admin work and end up burning out. That’s where Practice Better really shines – and where we come in to make sure you’re getting the most out of it.

As a complete health and nutrition practice management platform, everything is in one place. We’ll help you set up customised forms, track client progress, and keep things organised, so you’re not constantly hunting through emails or files. 

And when it comes to your clients, we’ll help you set up a secure client portal, so they can access everything they need – whether it’s meal plans or follow-ups – without all the back-and-forth.

The result? You get to spend more time with your clients and less time on admin, transforming your workflow into something that’s efficient, organised, and stress-free.

Making Client Communication Seamless

Client communication can either make your life so much easier or feel like you’re trapped in an endless game of email tag. 

With Practice Better’s secure, in-house chat feature, you don’t have to rely on WhatsApp, Slack, or even think about getting a second phone to keep things separate. Everything happens in one place, so you can finally draw a line between work and personal life.

We also help you implement automated messaging so clients receive appointment reminders, follow-ups, or check-ins without you having to do anything. We’re all about automating the mundane stuff while still keeping things really personal.

Streamlining Appointments and Billing

If you’re fed up with going back and forth trying to schedule clients or chase down invoices, we can help you set up Practice Better’s automation features. 

Clients can book appointments through an online calendar that syncs with your availability – so you can stop the email ping-pong.

When it comes to billing, we’ll make sure the system is ready to generate invoices, process payments, and send reminders, giving you peace of mind that the admin is handled (and that you’re gonna get paid).

Tracking Client Progress

Keeping track of your client’s progress is essential, and this software for nutritionists and health practitioners makes it easy to monitor everything in one place.

Instead of trying to juggle spreadsheets, emails, and paper notes, you can track everything in one place. Whether it’s monitoring their meal plans, documenting session notes, or reviewing their progress over time, the platform makes it easy to see exactly where each client is at.

We can even set up progress-tracking tools that allow clients to check in and update their own data, giving them more ownership of their journey while keeping you in the loop. This not only helps you tailor your advice based on real-time feedback but also gives clients a sense of accountability.

Easily Offer Courses and Memberships

One of the things I love about Practice Better is how versatile it is. If you’ve been thinking about offering health and nutrition courses or memberships, this platform makes it so simple to scale. And this is why so many of our clients are switching to this platform. 

You can deliver your content – whether it’s videos, documents, or meal plans – on autopilot, track your client’s progress, and even automate the whole course delivery process. 

And for memberships? It handles everything, from subscription billing to content drips and group coaching, without you even having to do anything.

Secure and Compliant

Another huge feature of Practice Better is its compliance with data protection regulations like GDPR. This is essential, especially if you’re dealing with sensitive client information such as medical history or doctor’s notes. 

Practice Better provides a secure system for storing all this data, so you can rest easy knowing everything is protected and meets legal requirements.

Why Practice Better is a Game-Changer for Nutritionists and Health Practitioners

It’s not about adding another tool to your already long list. It’s about setting up systems that actually make your life easier. That’s where we come in. 

We don’t just give you Practice Better and say, “Good luck!” We make sure it’s customised to your business, so you can get out of the admin chaos and focus on what you love – helping your clients.

For example, we recently helped a supplements expert who was ready to launch her 1:1 coaching program. Within just 3 weeks, she onboarded 10x new clients and pulled in an extra 5 figures – because everything was set up to run like clockwork. 

Onboarding clients? Done. 

Collecting payments? Easy. 

Booking calls and getting all the intake details? Automated. 

She didn’t have to scramble with emails or payment links – it was all sorted, and she could just show up for her clients, who all said they loved the client experience. 

That’s what we do. We take the stress off your plate and make sure your business runs smoothly behind the scenes. And as your practice grows, Practice Better will scale with you. We’ll make sure you’re set up to handle that growth with ease.

Let Us Help You Implement Practice Better CRM and Transform Your Operations

You’re ready to level up your business, and we’re here to help. At OBM Associates, we specialise in making sure Practice Better is seamlessly integrated into your business. 

From custom workflows to automation, we handle the heavy lifting so you can focus on what you do best – serving your clients.

Ready to streamline your practice and give your clients an even better experience? Let’s chat and get Practice Better working for you.

Practice Better CRM FAQ

Does Practice Better have a mobile app?

Yes! Practice Better offers a mobile app for both iOS and Android. 

The app allows you to manage your practice on the go, including checking your schedule, messaging clients securely, tracking client progress, and more. Clients can also use the app to book appointments, access their plans, and stay connected, making it a seamless experience for both parties.

Can you automate client protocols in Practice Better?

Yes! Practice Better CRM allows you to automate client protocols through its workflow and automation features. 

You can create detailed protocols, including meal plans, supplement recommendations, or treatment guidelines, and set them to be delivered to clients automatically based on specific triggers (e.g., after a session or at specific intervals). This ensures your clients receive the right support at the right time, without you having to manually send each protocol.