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) (walkthrough)
• [ ] Connect your Zoom account (via Settings) (walkthrough)
• [ ] Connect your Stripe account (via Settings) (walkthrough)
• [ ] Import your first client (walkthrough)
• [ ] Set your default calendar availability via “availabilities” inside of your appointments tab (walkthrough)
• [ ] Add a profile picture (via Settings) (walkthrough 1) (walkthrough 2) 

Appointments

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

Clients

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

Payments

• [ ] Create a package or a product (walkthrough 1) (walkthrough 2) (walkthrough 3)
• [ ] Create a coupon for external or internal use (walkthrough)

Forms

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

Library

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

Other

• [ ] Give us some feedback using Send Feedback ❤️
• [ ] Add a biography, links (and maybe a testimonial) to your public profile (walkthrough)

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