Docs
Open app
  • Practice Setup
    • Update practice profile
    • Understand user roles
    • Add more users
    • Update user information
    • Add new locations
    • Set your availability
    • Next steps
  • Dashboard
  • Integrations
  • Calendar
  • Schedule
  • Clients
  • Progress notes
  • Billing
  • Catalog
  • Contacts
  • Tasks
  • Online booking
  • Client portal
  • Inventory & products
  • Letters
  • Forms
  • Settings
  • Migrations
HomePractice Setup

Practice Setup

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

Articles

Update practice profile

How to edit the practice location profile in Caspen?

1 min read

Understand user roles

How to setup user permissions and roles in Caspen?

2 min read

Add more users

How do I add more users in Caspen?

1 min read

Update user information

How to edit user information in Caspen?

2 min read

Add new locations

How to add a new location in Caspen?

1 min read

Set your availability

Control when practitioners can be booked by setting their available days and times.

3 min read

Next steps

A quick checklist of the most common setup tasks after you create your workspace.

1 min read