Advice and answers from the PracticePanther Team

Getting Started

General questions about PracticePanther to help you get started.

51 articles in this collection
Written by David S, PracticePanther Help Center, and Ori T
About PracticePanther

What is PracticePanther?

Written by PracticePanther Help Center
Updated over a week ago

Do you have a mobile iPhone or Android app and does it work on my iPhone, Android, Mac or PC?

Written by PracticePanther Help Center
Updated over a week ago

There are other programs available. Why should I choose you?

Written by PracticePanther Help Center
Updated over a week ago

Is your world-class support included?

Written by PracticePanther Help Center
Updated over a week ago

How come your price is so low?

Written by PracticePanther Help Center
Updated over a week ago

Do you have any specials, promotions, or coupon codes?

Written by PracticePanther Help Center
Updated over a week ago

What is required for using PracticePanther?

Written by PracticePanther Help Center
Updated over a week ago

My co-workers and I are not computer savvy. Is it easy to use?

Written by PracticePanther Help Center
Updated over a week ago

Is there a client portal where clients can see their past due invoices & pay online?

Written by PracticePanther Help Center
Updated over a week ago

How will this make my firm paperless?

Written by PracticePanther Help Center
Updated over a week ago

Do I need a credit card to sign up?

Written by PracticePanther Help Center
Updated over a week ago

How will I save time and money?

Written by PracticePanther Help Center
Updated over a week ago

Where can I learn about new updates?

Written by PracticePanther Help Center
Updated over a week ago

Who has access to intake forms?

Written by PracticePanther Help Center
Updated over a week ago

I already use Outlook, Quickbooks, Dropbox, and Excel. How will this help?

Written by PracticePanther Help Center
Updated over a week ago

Email Integration

Written by PracticePanther Help Center
Updated over a week ago
Billing & Subscription

How much does it cost?

Written by PracticePanther Help Center
Updated over a week ago

I've reached my limit, how do I add more clients or invoices? How do I upgrade my account?

Written by PracticePanther Help Center
Updated over a week ago

How do I change from a monthly to yearly plan?

Written by PracticePanther Help Center
Updated over a week ago

Do I have to pay per user? What is a user?

Written by PracticePanther Help Center
Updated over a week ago

Do I have to sign a long-term contract?

Written by PracticePanther Help Center
Updated over a week ago

How will this software pay itself off?

Written by PracticePanther Help Center
Updated over a week ago

Is there a free version for starting solo practitioners?

Written by PracticePanther Help Center
Updated over a week ago

How do I upgrade from a free to a paid plan?

Written by PracticePanther Help Center
Updated over a week ago

With paid plans, when will I be billed?

Written by PracticePanther Help Center
Updated over a week ago

What will happen to my information if I stop paying or cancel my account?

Written by PracticePanther Help Center
Updated over a week ago

If I am on the yearly plan, what happens if I need to freeze my account?

Written by PracticePanther Help Center
Updated over a week ago

What types of payment do you accept?

Written by PracticePanther Help Center
Updated over a week ago

How do I change my credit card details?

Written by PracticePanther Help Center
Updated over a week ago

Is there a 30 day money-back guarantee for paid plans?

Written by PracticePanther Help Center
Updated over a week ago

Do I need a credit card to sign up?

Written by PracticePanther Help Center
Updated over a week ago

What is your cancelation policy?

Written by PracticePanther Help Center
Updated over a week ago