Using the setup wizard

The setup wizard opens when you first sign in and walks you through the essentials:

1. 1Business info: your practice name, address and phone, printed on receipts.
2. 2Registration: your association (for example CMMOTA) and registration number, which insurers need on every receipt.
3. 3Services: at least one treatment with its length and price.
4. 4Working hours: the days and times clients can book you.

You can close the wizard any time. Until it's finished, Setup wizard stays at the top of the sidebar with your progress, and Settings shows a "Practice setup" tile so you can pick up where you left off.