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Guide 02 / Getting started

Set up your practice

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

Open practice setup (opens in a new tab)

Screen 5 of 5

Review your setup

Check the summary before opening your dashboard. You can return to edit the practice, team or first service.

Follow the numbered points belowOpen full-size screenshot (opens in a new tab)
Review your setup: practitioner dashboard example. The numbered instructions below explain the controls.123
Demonstration account · Scroll within the image to see the full screen, or open it full-size.

  1. Review what has been saved

    Read the confirmation and check that the summary matches the details you want families to see.

  2. Correct anything that is missing

    Use Edit beside the relevant section to go back. If you deferred your first service, the summary will say Add later.

  3. Open your practitioner dashboard

    Choose Open practitioner dashboard to finish setup. Profile, Services, Calendar and Reviews are available from the dashboard navigation.

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