Getting started

Open your practice and set up your workspace, services and plan.

6 articles

Setting up your workspaceSet up your own profile, your organization contact details, branding and privacy setting, and the locations and rooms your team works from.9 min read

Working across multiple locationsSet up organization contact details, physical sites, rooms and your provider profile for a multi-location practice. Learn what belongs in Organization, Locations and My Profile.9 min read

Setting up services and packagesCreate the services, packages and memberships your practice offers. Set prices, visit defaults, booking rules, reminders, billing defaults and patient screening.12 min read

Your Ona plan and subscriptionReview your organization's subscription, update billing details, view invoices, choose a billing cycle when pricing is ready, and open checkout or subscription management from Settings.7 min read

Branding your patient-facing pagesUpload your practice logo and icon, choose brand colors for patient-facing pages, and manage the public welcome page from Organization settings. Learn where those changes appear and what is set separately for the booking widget.8 min read

Turning features on and offUse this reference to find which setting controls each optional feature, which menu items it shows, and why a feature may not appear for a team member.7 min read

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