Client Operations & Practice Management Tool (Self-Paced)

Self-paced online training with expert support

Build the back office for any client-based business, clients, scheduling, AI session notes, and billing, in one real app you deploy.

$1,495 30 clock hours Live Support Start anytime

This course includes

  • 30 hours of project-based training from experts
  • Answers from real instructors
  • Retake for free within 1 year
  • Verified digital certificate of completion

What You’ll Build

Your Portfolio-Ready Projects

Portfolio-Ready

Client Ops Dashboard

The home screen of a practice management app. Every number, from active clients to outstanding balance and overdue invoices, is computed live from your records instead of stored separately, so the totals are always correct.

You'll build this dashboard

Portfolio-Ready

Client Ops Clients List

A searchable, filterable list of everyone you work with. Filters live in the page URL so you can bookmark or share a view, and sessions remaining is calculated on the fly from sessions purchased minus used rather than stored as a column.

You'll build this clients list

Portfolio-Ready

Client Ops Schedule

Book sessions and record what happened with one click for Attended, No-show, or Cancelled. Every status change flows straight through to the client's remaining count, which is recomputed from the session log on every render rather than being stored.

You'll build this schedule

Portfolio-Ready

Client Ops Invoices

Track what is billed, paid, and late. Balances and the overdue badge are computed instead of stored, so pushing an invoice's due date into the past flips it to Overdue with nothing else changed. Record payments and draft reminders right from the list.

You'll build this invoices page

Portfolio-Ready

Client Ops Session Notes

Pick a past session, drop in your quick raw notes, and turn them into a clean summary plus a focus for next time. In the course, you wire this to the real Claude API, so the write-up is generated by AI.

You'll build this with AI

Program Project Course: This project-based course is included as part of the AI Content Creation Bootcamp and AI Social Media Bootcamp. It is intended for students completing one of these programs and requires AI coding skills.

A project-based, self-paced course where you build one real application from an empty folder to a deployed, AI-powered product: the back office for any client-based business. You build a tool that tracks clients, schedules and tracks sessions, captures session notes that Claude cleans up and turns into a next-session focus, and runs invoicing with paid, unpaid, and overdue tracking plus Claude-drafted payment reminders, all persisted to a hosted database. 

This course assumes you have completed the AI Coding Bootcamp with Claude Code, or have equivalent experience: you already know how to direct Claude Code, scaffold a Next.js app, work with a database, and deploy. Here you put it all together to ship a product a real practitioner could use on Monday.

Read more

This course has a prerequisite

This project-based course assumes you have completed the AI Coding Bootcamp with Claude Code or have equivalent experience. 

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