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Practice Setup

Your setup checklist for getting started in Caspen. Set up your practice details, team, and scheduling basics.

7 articles

Dashboard

Your home base for team updates, tasks, progress notes, and key financial insights.

4 articles

Integrations

Browse available integrations and open the setup guide for each one.

13 articles

Calendar

Learn how to manage your schedule in the calendar from start to finish.

18 articles

Schedule

See all your appointments and activities in a clean, organized list.

1 article

Clients

Create client profiles, manage details, store files, add alerts and more.

12 articles

Progress notes

Learn how to create, edit, and manage client progress notes in Caspen.

3 articles

Billing

Your complete guide to managing invoices and payments in Caspen.

15 articles

Catalog

Set up services and activities, create packages, and manage products and stock.

14 articles

Contacts

Learn how to add and manage contacts for your clinic.

4 articles

Tasks

Learn how to create, schedule, prioritize, and complete tasks to stay organized.

1 article

Online booking

Everything you need to set up and manage your clinic’s online bookings.

8 articles

Client portal

Learn to customize and manage your professional, branded client portal.

2 articles

Inventory & products

Keep products organized, tracked, and ready to sell. Learn how to set up your catalog, track stock, and manage in-store sales.

4 articles

Letters

Learn how to create letters from templates and send them to clients or contacts.

1 article

Forms

Learn how to send and share digital forms with clients and guests.

2 articles

Settings

Learn how to set up and manage your workspace settings in Caspen.

23 articles

Migrations

3 articles