Next steps

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

Get ready to take bookings

• Set up your catalog: Add your services, classes, and pricing.

• Set up online bookings: Choose what clients can book and when.

Set up templates and automation

• Set up templates: Create letter templates, form templates, and customize invoice templates.

• Reminders and notifications: Configure appointment reminders and notification settings.

Set up billing and accounting

• Connect payments: Set up Stripe so clients can pay online.

• Set up tax settings: Configure tax rates and defaults so invoices calculate correctly.

• Connect accounting: Link Xero or QuickBooks.

Connect calendars and telehealth

• Sync calendars: Connect Google Calendar or Microsoft Outlook Calendar to keep schedules aligned.

• Video sessions: Connect Google Meet or Microsoft Teams for telehealth links.

• Calendar feed: Use Calendar feed sync to view your Caspen calendar in Apple Calendar or other apps.

Need a hand?

Explore the rest of the docs to learn more about Caspen. If you can’t find what you need, or you just want a helping hand, contact our support team.