Your first-week checklist

Work through this list during your first week and you'll be fully set up.

Day 1: the basics

1. 1Finish the setup wizard (business info, registration, services, working hours).
2. 2Upload your signature and logo in Settings → Business info → Receipts & insurance. Insurers ask for your signature on receipts.
3. 3Turn on two-step verification in Settings → Security.

Day 2: your clients

1. 1Import your client list from Clients → Import clients, or add clients one by one.
2. 2Add insurance details on client profiles for clients who claim.

Day 3: online booking

1. 1Add a photo, bio and specialties in Settings → Business info → Public profile.
2. 2Check your booking rules in Settings → Booking.
3. 3Share your booking link on your website, Instagram bio and email signature.

Day 4: reminders and emails

1. 1Check that email reminders are on in Settings → Business info → Reminders.
2. 2Choose which automatic emails to send in Settings → Notifications.

Day 5: try a full visit

Book a test appointment for yourself, complete it, write a note, record a payment and email yourself the receipt. You'll have seen the whole flow end to end.