Account Setup

Part 1: Enter business info

• Step 1: Location
• Step 2: Practitioners
• Step 3: Office staff
• Step 4: Services

Part 2: Customize your settings

• Step 5: Scheduling Settings
• Step 6: Payment Settings
• Step 7: Reminders and Confirmations
• Step 8: Customize your treatment notes
• Step 9: Customize your forms

Part 3: Getting started

• Step 10: Add online scheduling to your website
• Step 11: Add online scheduling to Facebook and Instagram
• Step 12: Import Clients
• Step 13: Book A Test Appointment
• Step 14: Choose A Subscription Plan

Importing into ClinicSense

• What can be imported into ClinicSense
• Importing from Acuity
• Importing from Genbook
• Importing from Jane
• Importing from Massagebook
• Importing from MindBody

See all 9 articles

Setup Checklists

• Checklist 1: The basics
• Checklist 2: Getting ready for appointments
• Checklist 3: Accepting payments
• Checklist 4: Building notes and forms
• Checklist 5: Getting the most from ClinicSense
• Checklist 6: Connecting with your clients