Workspace setup

Setting up a workspace takes about 15 minutes. You'll create the practice profile, add at least one location, invite team members, and confirm baseline settings.

1. Create the practice

1. Sign in and accept the workspace invitation, or create a new workspace from onboarding.
2. Enter the practice name, time zone, and primary contact email.
3. Choose the practice type (general, specialty, multi-location).

2. Add locations

Each location has its own schedule, recall lists, and follow-up queue. Add every physical location your team operates so chair time and recall stay scoped correctly.

3. Invite the team

Invite users from Settings → Team. Assign roles based on responsibility (see Team permissions). Use the lowest privilege that lets each person do their job.

4. Verify settings

• Confirm time zone and business hours per location.
• Set the staff approval requirement on for clinical and patient-facing automations.
• Decide whether AI features are enabled for the workspace (Settings → Integrations).