You’ve been invited to Practice, now what? Here are a few steps to ensure you get set up and get rolling into your new Practice account.
Step 1: Create your account
Accept the email invitation sent by your administrator
Step 2: Set your username and password
Optionally add a profile picture, but it's important that you set your password here
Step 3: Set your integrations
As part of setup, you'll be able to add your calendar and email account. If you skip these stages, you can always head directly to the settings: app.practice.do/settings to connect it later.
When you access your settings, you'll see the control here:
Step 4: Set your availability
Head to the “Appointments” tab on the left sidebar and select “Availability” on the upper right-hand corner of the appointments screen
Select “+” to add a new availability
Step 3: Take a quick look around!
There are a couple of other things you can do in your account. If you get stuck, please email our support team or submit a ticket!
FAQ:
I’ve been told I was invited but I haven’t gotten any emails.
No worries! Sometimes the invites head to your spam folder, be sure to check there.
Where can I join the sessions that I’m hosting?
There’s a few place you can locate and join your sessions from. You’ll see a list of upcoming sessions on your homepage as well as on each client’s timeline.
My client no-showed, where do I mark that in Practice?
When you click into each session, you’ll see in the upper right hand corner where the “outcome” can be specified. It’s important to note that every session needs an outcome in order for everything to track properly! Here’s a quick workflow many of our providers on the platform find easy to use!
My client wants me to schedule their appointment. How do I do that?
No problem! Head to the client record and click on the “+” button on the top right. From there, select “new appointment” and fill in all the details. Here’s a quick tutorial to help you out!