It is our goal at Practice Ignition to streamline and automate how you onboard your clients and make sure you are giving them the best experience each time, every time! We are now taking that one step further with our new integration with Karbon.
To see a demo of the integration, view our joint webinar hosted by Karbon here.
Karbon is a new approach to practice management software which improves workflow efficiency, standardizes processes, automate tasks, and allows you to grow your business at scale. You can learn more about Karbon on their website.
With a simple link between your Services in Practice Ignition and your Work Templates in Karbon, each time a client accepts a service in a proposal, a work item will be created for that client in Karbon. This means:
To find out more about the Practice Ignition and Karbon Integration, read our article here.
The first thing to note is Karbon is available as a premium integration only on Practice Ignition’s Professional and Scale plans. If you need to switch your plan, you can do so in your account, or contact support@practiceignition.com for help.
If you are already on an appropriate plan, please read our article on how to connect Karbon here.
As always, we welcome your feedback and look forward to improving your experience with each new release! Stay tuned - Onwards and Upwards!
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