Getting Started
Set up your practice workspace and complete first-day onboarding.
Summary
Use this guide to move from new account to your first active workflow.
Prerequisites
- An active Sapling account.
- Practice details (name, phone, email, address).
- At least one practitioner profile to schedule against.
Steps
- Sign in and complete onboarding prompts.
- Confirm practice profile details in settings.
- Add practitioner users and validate role permissions.
- Configure appointment availability windows.
- Create your first client record and test an appointment.
Troubleshooting
- If onboarding loops back unexpectedly, log out and sign in again, then continue from your latest onboarding step.
- If practitioner availability does not appear in booking flow, confirm online booking is enabled on that practitioner profile.