Get Set Up in 30 Minutes or Less

It’s Easy to Get Started With Practice Better

Streamline your setup so you can focus on delivering top-notch care to your clients.

Your Practice Better
Quick Start Checklist

Six steps to a seamless setup — designed to save you time and keep you focused on what matters most: your clients.

Build Your Profile

Your profile helps clients understand your qualifications and services, setting the tone for a professional experience.

How to complete your profile:

Go to My Practice > My Profile
Add your details — Fill in your professional title, designation letters, credentials, time zone, and currency.
Write a bio — Let clients know your expertise, specialties, and approach.
Upload a profile picture — Click the green avatar box to upload an image from your computer.
Save your changes — Click “Save Changes” to finalize your profile setup.

💡 Everything you add here will be added to your profile page and will be visible to clients with access to the Client Portal

💡 Not sure what to include in your profile? Take a look at our example profile.

Keep your schedule synced

Syncing your calendar ensures appointments don’t overlap and that your availability is always up-to-date.

How to connect your Google Calendar:

Go to Settings > 3rd Party Integrations.
Click Link next to Google Calendar, then follow the prompts to sign in and grant access.
Select calendars to integrate with Practice Better — these will show in My Schedule > My Calendar.‍
Choose your sync options— Decide whether to sync events and availability back to Google Calendar.

💡 Don’t use Google Calendar? Check out the instructions for how to sync your Apple Calendar/iCal to Google Calendar here.

💡For more information on how to set availability and automatically sync events, check out this Help Article.

Streamline payments

Secure payments make it easy for clients to book and pay, and for you to manage transactions seamlessly.

How to set up Practice Better Payments:

Go to Settings & Preferences > 3rd Party Integration.
Under Billing & Payments, click Set up next to Practice Better Payments.
Enter your business details – including your entity type and bank account information.
Follow the prompts to complete your setup on Stripe and return to Practice Better

💡For more information on your payments dashboard and how to accept payments, check out this Help Article.

💡If you use Square, please see these instructions instead.

Simplify client intake

Creating a form allows you to collect essential client information, including intake details, consent, and more, ensuring smooth onboarding.

How to create a form:

Go to My Practice > Forms & Waivers.
Click Create to start a new form or select from pre-built templates.
Add questions using the Form Builder, such as name, contact details, health history, and any other relevant information.‍
Customize and save – Add sections, questions, and signature fields as needed, then save your form.

💡 You can use pre-built Practice Better templates to create your forms. Learn more.

💡Not sure what to include in your intake form? Take a look at our example form.

Define your services

Setting up services lets clients book specific sessions with you, whether it's one-on-one consultations or group sessions.

How to create a service:

Go to My Practice > My Services.
Click Add Service and choose the One-on-One or Group Service option.
Fill in service details – add a name, description, and any payment requirements.‍
Set availability and configure booking restrictions, buffer times, and other details to tailor the service to your needs.

💡For more information on service payment options, availability, and notifications, check out this Help Article.

💡 Not sure how to structure your first service? Take a look at our example service.

Test the experience

Using a test client helps you understand the client’s experience and see how things look from their side before going live.

How to add a test client:

Go to My Clients and select Add Client.
Enter your own information (using a secondary email you can access).
Choose Create profile and invite client to join Practice Better.
Open the email invitation and follow the instructions to activate the test client account.

💡 You won't be able to view both your practitioner portal and the Client Portal in the same browser window, even if you're using separate tabs.

💡For more information on setting up a test client, check out this Help Article.