How to Create an Evergreen Program in Practice Better

Evergreen programs are one of the most powerful ways to scale your practice on Practice Better. They allow you to create a self-guided (or partially guided) client experience that clients can purchase and begin at any time — without you needing to manually enroll them each time.

In this tutorial, we’ll walk step-by-step through how to set up an Evergreen Program in Practice Better, including how to structure your content, automate delivery, and generate your shareable link.

Important: You must be on the Practice Better Plus plan to access Evergreen Programs. If you don’t see this option, check your subscription level.

Step 1: Create a New Evergreen Program

From your dashboard:

1. Go to My Practice

2. Click My Programs

3. Click the + sign to create a new program

4. Select Evergreen from the list of program types (you can also opt to create from a Practice Better Template should you wish)

Step 2: Set Up Your Program Details

You’ll now be prompted to configure your program settings:

Fill in the following fields:

• Title your program

• Add a brief description (optional)

• Set the program duration (for example: 6 weeks, 12 weeks, or ongoing)

• Set your pricing

• Check the box to require payment at booking

• Choose whether to hide the fee in the client portal (optional)

• Customize your button label and confirmation label

• Set a confirmation page or URL redirect (optional)

• Choose to send a welcome email when the client is registered

• Click Edit Template if you want to customize the wording of this email

Once complete, click Next.

Step 3: Configure Advanced Options

Click into Advanced Options and set up any additional preferences:

• Enable Group Chat (if this is a cohort-style or community-based program)

• Check the box to Require Billing Information

• Add Payment Plans (optional)

• Attach any forms, such as:

  • Intake questionnaire

  • Health history form

  • Consent form

Click Next when you’re ready.

Step 4: Build Your Program Structure with Sections

Now you’ll start building your course content.

Click Add Section — these will act as your module groupings.

A common way to organize your evergreen program is by week, for example:

• Section Title: Week One

• Inside this section, you’ll add all modules that need to be completed in Week One.

Step 5: Create Your First Module

Once your section is created:

1. Click Create Module

2. Title your module (e.g., “Welcome & Orientation”)

3. Ensure this box is checked: Unlock module at a scheduled date

4. Set it to deliver 1 minute after the client enrolls

5. Check the box to Send an email when module starts

6. Click Edit Template if you’d like to customize the notification email

Step 6: Add Your Content

Click over to the Content tab — this is where you’ll add your teaching materials.

Here you can:

• Type in your written content

• Embed videos by clicking the little camera icon and pasting a video URL or embed code (YouTube or Vimeo)

• Add forms & worksheets, quizzes, etc by clicking into the corresponding tabs (optional)

This is where your program really comes to life.

Step 7: Set Up Drip Delivery (Optional)

If you want to release content over time:

1. Create a new section (e.g., Week Two)

2. When setting up modules in this section, choose:

   • “Unlock 1 week after client enrolls”

Repeat this pattern for each section to drip your content over time. (e.g., Week Two, Week Three, etc.).

Step 8: Finalize and Share Your Program

Once your entire program is built:

• Click Save

• Copy your shareable link

This is the link you can:

• Add to your website

• Place in your email sequences

• Share on social media

• Embed in a sales page

Want to Edit or Share Later?

If at any time you want to:

• Modify your program

• Update pricing

• Adjust content

• Retrieve your shareable link

Check out our companion tutorial:👉 How to Modify or Share Programs on Practice Better

If you’d like hands-on support setting up a n Evergreen Program in Practice Better, we’d love to help. Click here to learn more about our Course Setup Package.