Practice Builder Pricing

Quick answer

How much does Practice Builder cost?

Practice Builder starts at $199 a month for full platform access, including CRM, pipeline, AI chat, secure messaging, intake forms, and mobile app. A one-time setup fee applies and is quoted on a demo call. There are no long-term contracts, and usage-based messaging and AI fees are billed separately. It works alongside your EHR and does not replace it.

Last updated: October 2026

Plans Starting at $199 a Month

Practice Builder is priced to be simple and predictable. The core plan starts at $199 a month and gives your practice full access to the platform, including the CRM, the visual lead pipeline, AI chat, secure patient messaging, digital intake forms, and the mobile app. There are no tiers to decode and no feature gates to worry about.

That monthly fee covers the tools your practice uses every day to capture leads, follow up, and keep patients coming back. It is the same platform whether you run a solo practice or a multi-provider clinic, so the price scales with your usage rather than with arbitrary plan limits.

Because the plan is month-to-month, you are never locked in. You can evaluate the platform on your own terms and stay because it is working, not because a contract says you have to.

A One-Time Setup Fee Applies

In addition to the monthly fee, a one-time setup fee applies. The exact amount is quoted on a demo call, because it depends on the size of your practice, the number of contacts to migrate, and how much custom configuration you need. This keeps the setup fee fair and tailored rather than a flat charge that overcharges small practices.

The setup fee is a one-time cost, not a recurring one. Once your account is configured, you only pay the monthly platform fee plus any usage-based messaging and AI fees. There are no hidden ongoing setup charges.

Quoting the setup fee on a demo call also means you get a clear picture of what onboarding will look like before you commit. You will know exactly what is included and what it costs, with no surprises after you sign up.

Month-to-Month, No Long-Term Contract

Practice Builder is month-to-month with no long-term contract. You can cancel anytime without penalties, which means the platform has to earn its place in your practice every single month. If it stops being worth it, you are free to leave.

This pricing model reflects confidence in the product. Practices stay because the platform fills their calendar and saves them time, not because they are locked into a multi-year agreement. The risk is on us to deliver value, not on you to keep paying.

For a holistic practice, that flexibility matters. You can start small, see the results, and grow your usage as your practice grows, without ever feeling trapped by a contract you signed months or years ago.

Usage-Based Messaging and AI Fees

Some parts of the platform are billed based on usage. Messaging, including SMS and certain AI conversations, is billed separately so you only pay for what you actually send. This keeps the monthly platform fee stable while the variable costs scale with your real activity.

Usage-based fees are transparent and predictable. You can see your messaging and AI usage in the platform, so there are no surprise bills. For most practices, these fees are a small fraction of the value the platform generates in recovered leads and booked appointments.

This structure also means you are not subsidizing heavy users with a flat fee built for the largest practice. You pay for the platform, and you pay for the messages you send. It is a fair, transparent way to price a tool that grows with your practice.

What Done-For-You Setup Includes

The setup fee covers a white-glove onboarding handled by our team, so you do not have to build everything yourself. We migrate your existing contacts into the platform, set up your lead pipelines with stages that match how your practice works, and configure your automations like missed call text-back and appointment reminders.

We also tailor your account to your holistic practice, including your intake forms, messaging templates, and reactivation campaigns. The goal is for you to start on the right foot, with a system that already feels like yours rather than a blank slate you have to build from scratch.

By the time onboarding is done, your team knows how to use the platform and your account is ready to capture leads and follow up from day one. That done-for-you setup is what turns a powerful tool into a working system for your practice.

Frequently Asked Questions

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