Practice Setup

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

Practice details Add the information that appears on invoices, letters, and online booking.

• Update practice profile

• Add new locations

Team and access Invite your team and set the right access for each role.

• Add more users

• Understand user roles

• Update user information

Scheduling basics Set when your practitioners are available for bookings.

• Set your availability

Next steps Common setup tasks after the basics are done.

• Next steps