Audit client Practice Better accounts: client intake, forms, scheduling, billing, automations, and integrations
Identify inefficiencies, gaps, or misconfigurations and provide a clear, prioritized recommendation report
Rebuild or optimize workflows, automations, and templates based on findings
Set up and manage client intake forms, packages, invoicing, and scheduling rules
Troubleshoot platform issues and serve as the go-to expert across client accounts
Train coaches/practitioners or their staff on best practices and new workflows
Stay current on Practice Better updates and proactively recommend improvements to clients
Demonstrated hands-on experience running a coaching or wellness business inside Practice Better (not just familiarity — real expert-level use)
Ability to audit a live account and produce a practical, prioritized fix list
Comfortable with backend configuration: automations, forms, billing setup, integrations
Strong documentation habits — you leave things better organized than you found them
Independent problem-solver who can manage multiple client accounts without step-by-step direction
Experience with other practice management platforms (Practice Better, Healthie, SimplePractice, Acuity, etc.)
Background in the wellness or health coaching industry
Basic understanding of HIPAA or client data privacy considerations
Experience creating SOPs or training documentation
Comfort with light automation tools (Zapier, Make, etc.) for cross-platform workflows
This is a contract-based role, and hours will depend on the client package assigned. You’ll start with one test account, and grow into more if your performance is solid. Client packages range from 20 to 200 hours/month, shared with the rest of the team.
Please indicate your hourly rate and availability when you apply.
Application review
30-minute interview
Paid test task (if applicable)
Offer and onboarding
If you’re the type who loves building clean systems, solving tech problems before anyone even notices, and making things just work—we want to meet you. Click Apply Now to get started!

Muntinlupa City, Philippines