Setup Checklist

Getting Started: Setup Checklist

1. My Profile. Add a bio, contact info and accreditations.
   
   
2. 3rd Party Integration. Link your Stripe/Square to collect payments, Google Calendar to help manage your schedule, and more!
   Accepting Payments
   Integrating your Google Calendar
   
   
3. My Services. Create services and packages so that clients can book with you online.
   Adding a Service
   Working with Packages
   
   
4. My Availability. Manage your schedule and set when clients can book with you.
   Managing your Availability
   
   
5. Client Forms & Waivers. Create your forms in Practice Better for clients to complete and sign online. (We have a few templates available that you can modify for your own needs).
   Creating Forms & Waivers
   
   
6. Automations. Schedule your forms to be delivered automatically after you confirm a booking so you don’t have to send forms manually.
   Send Forms after a Booking is Confirmed
   
   
7. Add a test client. Add a test client to Practice Better (yourself and/or a family member or friend) to better understand your workflow and client experience.

Working with a test client

Add yourself as a test client using a secondary email address to see both Practitioner and Client experiences.

• Add yourself as a client
• Activate your client account
• Request a session as a client
• Confirm session request as the practitioner
• Complete forms/waivers as a client
• View completed form as the practitioner by going to the test client's file > Forms & Waivers.

As mentioned, you can use as much or as little as you want to begin and continue to build on as you get more familiar.