Six steps from a fresh account to a published booking page. Your dashboard's setup checklist tracks the same flow, so you can come back later if you need to step away.
1. Practice profile
In Settings, fill in your practice name, contact email, phone, address, and timezone. This information shows on your booking page, in confirmation emails, and on invoices, so it's worth getting right up front.
2. Add at least one service
In Services, create the offerings clients will book. Each service needs a name, duration, and price. Add a description if you want clients to see one on the booking page.
3. Set your availability
In Availability, create rules for the hours you work each week. Most practices start with something like Monday-Friday, 9 to 5. You can add overrides later for vacations, holidays, or one-off changes.
4. Customize your booking page
In Booking Page, pick a theme, font pairing, and layout. Preview how it looks on desktop and mobile, then click Publish when you're ready. Practices on Solo and above can override colors with their own brand palette.
5. Add your first client
In Clients, add a client manually, or wait for someone to self-book through your published page. Either path creates a real client record you can edit later.
6. Take your first booking
Create a booking from the Calendar or watch the first one come in from your booking page. You and the client both get a confirmation email automatically.
Once you're live
Explore intake forms, clinical notes, invoicing, and your practice website. The setup checklist on the dashboard keeps prompting next steps until your practice is fully configured.