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For solo providers only

How to complete first-run setup as a solo provider

Prepare your own practice in the provider portal.

  1. Confirm your account

    Start the solo-practice setup walkthrough and confirm your email when prompted.

  2. Enter practice and professional details

    Review your practice name, country, timezone, and credentials. These details identify your practice and set its scheduling context.

  3. Add the essentials

    Add a location, a service with duration and price, and your weekly working hours. Complete the walkthrough or return to skipped items from the Home checklist.

  4. Finish payment setup separately

    Open Practice settings → Billing to complete the online-payment connection when available. You can then review booking and intake settings before inviting patients.