The Get Started page walks you through everything needed to get your workspace running: adding locations, creating services, inviting your team, importing clients, and setting up online payments.
The five setup steps
Each step opens inline on the same page. Fields are identical to those in Settings, so anything created here does not need to be redone later. Select a step to open it, fill in the details, and click Save and continue to mark it complete.
1. Add your locations
Create a location with a type and display name. Completed locations appear under your locations with POS codes and edit or delete options.
2. Add your services
Add a service with name, code, duration, price, location, and a bookable online toggle. Expand Customize more for description, colour, group events, and sales tax options.
3. Invite your team (Team plans only)
Share an invite link or send email invitations to multiple addresses. Set default view and edit permissions once for all invitees and track them under Your team.
4. Import your clients
Import from SimplePractice, TherapyNotes, Ensora Health, Tebra, or a spreadsheet. You can also add clients manually. They are auto-assigned to you and confirmed with a success banner.
5. Set up online payments
Connect Stripe to start accepting payments. Carepatron covers processing fees on your first $1,000 in payments.
Skipping steps: Any step can be skipped without blocking the others. Skipped steps are not marked complete and can be returned to at any time within the 30-day window.
What happens after all steps are finished
Once every applicable step is complete, the checklist collapses into a You're all set state and a set of personalised recommendation cards appears.
These cards surface the features most relevant to your practice based on your profession and activity.
Show checklist: A Show checklist control lets you reopen the checklist at any time within the 30-day window if you need to make changes.
FAQs
Do I have to complete every step?
No. Steps can be completed in any order or skipped entirely. Only the steps that apply to your plan are shown — solo accounts do not see the team invite step.
Is anything created here different from what I would create in Settings?
No. Each step uses the same fields as its Settings equivalent. Items created here are identical to those created the traditional way and do not need to be redone.
How long is the Get Started page available?
It is available automatically for the first 30 days of a new workspace. After that, it no longer appears, but everything created during setup remains in your Settings as usual.
Can I reopen the checklist after completing all the steps?
Yes. A Show checklist control is available at all times within the 30-day window to reopen the checklist and review or update completed steps.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.