Getting started
Set up your practice, your offerings and your brand.
- Set up your practice
What the Setup wizard covers and how to move through it.
- Basics: website, VAT number and address
Fill in your website, VAT number and business address in Setup.
- Choose your offerings
Turn on the services you offer and rename them if you like.
- Brand your practice: name, logo and colour
Set your practice name, upload a logo and pick an accent colour.
- Optional steps: scheduling, contracts, client import
The three Setup sections you can safely leave for later.