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DocsStart hereThe first-run setup wizard

The first-run setup wizard

Three steps before your first dashboard visit: location, scheduler, billing.

For psychologistsUpdated September 19, 20261 min read
  • Why the wizard exists
  • What each step asks for
  • What happens if you stop partway

On this page

  • Why a wizard
  • The three steps
  • Stopping and resuming

Why a wizard

Appointments, availability and billing documents all need a practice location and a confirmed billing identity to exist. The wizard collects that once, before you touch the dashboard.

The three steps

  1. 1

    Location

    Your practice's address, city, state and postal code.

    Location
  2. 2

    Scheduler

    Weekly working hours, default session length and the buffer between sessions.

    Scheduler
  3. 3

    Billing

    Legal name, GST status and document numbering, confirmed once by you.

    Billing

Stopping and resuming

Closing the tab is safe. Signing back in returns you to the exact step you left.

Related guides

  • Create your account
  • Practice locations
  • Hours, buffers and time off
  • Billing setup
PreviousCreate your accountNext Your profile

On this page

  • Why a wizard
  • The three steps
  • Stopping and resuming

Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

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