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Getting started

Set up your workspace, team, services, and payments.

4 articles

Setting up your workspaceSet up your profile, organization details, locations, and opening hours — the three Settings pages every new practice fills in first.3 min read

Inviting your team & rolesInvite team members by email and combine the Admin, Clinician, and Staff roles to control what each person can do.2 min read

Setting up servicesCreate the services your practice sells — price, duration, booking rules, questionnaires, and the billing codes claims are built from.4 min read

Connecting Stripe for patient paymentsConnect Stripe Express so invoices can actually be paid — onboarding, charges, and payouts, and what each pending state means.2 min read

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