Setting up your practice

When you first sign up, a short setup wizard gets your practice ready. You can work through it in one go, skip steps, or leave and finish later from Settings.

Note

Haven’t created your account yet? Start with Creating your account. Prefer a worked example? See Your first day: setting up a solo practice or Bringing your team across.

1. Welcome — a quick introduction.

2. Practice details — name, contact details, address, and (optionally) your company number.

3. Professional registration — add your HCPC number (optional; you can add it later in Settings → Profile).

4. Client types — whether you work with children, adults, or both. This sets the default for new clients.

5. Working hours — your usual working days and times, which shape the calendar and availability.

6. First client — add your first client, or skip and do it later.

Tip

You can skip the whole wizard and set everything up whenever suits you — practice details live in Settings → Practice, working hours in Settings → Profile, and you can add clients any time.

Note

Exploring with the sample data? Your dashboard shows a Delete sample data banner to clear the demo clients, appointments and invoices in one click when you’re ready for the real thing.