Caspen
  • Getting Started
  • Using Caspen
    • Calendar & Appointments
      • Appointment Management
    • Waitlist
    • Clients
      • Add Client
      • View Client
      • Edit Client
    • Billing
      • Invoices
        • Create Invoice
        • Delete Invoice
        • Void Invoice
      • Payments
        • Adding Payment to Invoice
        • Add New Payment
        • Refund Payment
        • Void Payment
    • Services & Categories
      • Add Services
      • Add Category
    • Contacts
      • Add Contact
      • View Contact
      • Edit Contact
    • Practice Setup
      • Update practice profile
      • Update user information
      • Organize user groups
      • Understand user roles
      • Add new locations
      • Archive Locations
      • Add more users
      • Availability setup
    • Settings
      • Account settings
      • Billing
        • Invoice settings
        • Taxes
        • Payment methods
      • Templates
      • Appointments
        • Cancellation Reasons
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  1. Using Caspen

Practice Setup

How to setup your practice in Caspen?

Before you can begin scheduling appointments, it's essential to set up and verify your practice and business information.

This section delves into the fundamental prerequisites for initiating your business and maintaining compliance with local regulations. You will gain insights into tasks such as modifying your practice profile, incorporating additional practice venues, managing user information, understanding the concept of groups, utilizing them effectively, and familiarizing yourself with the existing user roles.

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Last updated 1 year ago