Check List

Below is a list of our suggested next steps, best practices to ensure you have a successful deployment.

1. Branding
2. Service Categories
3. Services
4. Forms  
5. Add Test Client
6. Practice Manager Booking
7. Test Client Booking
8. Test Sharing Pictures, Videos and Notes
9. Payment Acceptance
10. Invoicing
11. Auto - Invoicing
12. Reminders
13. Holiday / Special Rates
14. Holiday Hours
15. Client and Management Notifications
16. Packages 
17. Memberships
18. Reviews
19. Add Staff and explore
    • Permissions
    • Service Assignment
    • Availability
20. Google Cal Integration
21. Import Data
22. Invite Clients
23. Website (Advanced)

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