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Guide 02 / Getting started

Set up your practice

Introduce your practice, add your team and prepare your first service.

Screen 3 of 5

Add a person or delivery team

Make it clear who will actually deliver the appointment. You can assign services to them in the next step.

Demonstration account · Scroll within the image to see the full screen, or open it full-size.
  1. Choose Person or Team

    Use Person for an individual practitioner and Team for a group that families can book with.

  2. Use a recognisable name

    Enter the person's or team's name. Add a role where it helps families understand the support they offer.

  3. Add the person and check the list

    Use the add action to include them. Cancel closes the optional form without adding the entry.

Guide updated 10 September 2026. Illustrations use sample data; your account details may differ. These guides do not create accounts, services, bookings or availability.