Getting Started: A Checklist To Practice

As you get rolling with your Practice account, here's a helpful checklist to get the most out of your account. 

The Essentials ✔️

• [ ] Connect your Google account (via Settings)
• [ ] Connect your Zoom account (via Settings)
• [ ] Connect your Stripe account (via Settings)
• [ ] Import your first client
• [ ] Set your default calendar availability via “availabilities” inside of your appointments tab
• [ ] Download the Practice Mobile App (for iOS users currently)
• [ ] Add a profile picture (via Settings)

Appointments

• [ ] Customize the schedulers on your public profile
• [ ] Embed a scheduler on your website
• [ ] Add an additional Google account (if applicable)
• [ ] Customize your smart actions within a scheduler
• [ ] Host an event on Practice — maybe an office hours or webinar

Clients

• [ ] Add a few customized labels and apply them to your client
• [ ] Create your first custom fields (via Client Template)
• [ ] Invite a client to the client portal to use Practice with you

Payments

• [ ] Create a package or a product
• [ ] Create a coupon for external or internal use

Forms

• [ ] Make your first form
• [ ] Edit an existing form
• [ ] Create a testimonial form
• [ ] Create a feedback form

Library

• [ ] Upload your first file to the library
• [ ] Create a link in your library
• [ ] Download a few resources from the resource library

Other

• [ ] Give us some feedback using Send Feedback ❤️
• [ ] Add a biography, links (and maybe a testimonial) to your public profile
• [ ] Join the community! community.practice.do

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If you need any help with your account, please send us a note directly: support@practice.do