Set up your practice

The first time you sign in, Coachstra opens a short wizard to get your practice ready. It has four core sections and three optional ones, plus a final review.

1. On the Welcome screen, either click Continue → to go through everything in order, or click one of the chips (🏷️ Basics, 🧭 Offerings, 🎨 Branding, 🎥 Video & Comms, and the optional 📅 Scheduling, ✍️ Contracts, 📥 Client Import) to jump straight to that section.

2. Fill in each section and click Continue → at the bottom to save it and move to the next one.

3. Use ← Back to return to the previous section, or click any section's chip in the bar at the top to jump there directly.

4. On an optional section (Scheduling, Contracts, Client Import) you can click Skip — set up later from Settings at the top instead of filling it in.

5. When you reach You're all set up!, review what's ready and what's been skipped, then click 🏠 Go to my dashboard.

A section shows a ✓ in the bar at the top once it's saved. Basics, Offerings, Branding and Video & Comms aren't optional, but nothing stops you using Coachstra before every section is filled in — you can always reopen Setup later to finish or change something.