Your first 30 minutes
The setup order that gets a practice live with the least backtracking.
5 min read
Everything on this list lives on the Getting-started checklist on your Overview, and each item deep-links to the right screen.
- 1Add your logo and a real photo (Website → hover the hero → Replace photo). Template sites convert badly; real practices convert.
- 2Set your office hours (Settings → Clinic profile). Hours drive your website, your booking slot grid, and the portal footer all at once.
- 3Introduce your team with photos and a sentence of bio — they appear on your site and on patient-facing visit cards.
- 4Invite your front desk (Settings → Team). Everyone gets their own login.
- 5Skim Settings → Patient portal and click "Preview as a patient" to see what patients will see before you share anything.
If you run Open Dental
Connect it early (Business → Integrations) — patients, visits, and balances sync in, so you skip manual patient entry entirely. See "Connecting Open Dental" for the key exchange.