HELP · SETUP
Setup
Create your practice and see which setup steps are still outstanding.
Before you start
- A signed-in account.
What you provide
- A practice name, a slug, and a default time zone.
What you can do
- Create the practice. Nothing else is asked for, and no payment details are taken.
- Work through the stored requirements one at a time. Each one names the action that completes it.
- Choose the services you offer, which shapes starter content and your sample workspace.
What you get
- A practice you belong to, with the setup requirements the API records as complete or outstanding.
- A dashboard that has something real to rank once there is real work in the practice.
Common problems
- A requirement says it completes on its own
- One requirement is provisioned automatically the first time a calculation needs it, so it has no screen of its own. It completes itself and is not a step you are missing.
- A setup step is listed as not in this build
- The screen names the steps this version does not implement instead of showing a control that does nothing. Nothing is silently missing.