The setup checklist

Until your practice is ready, your home page shows a card called Get ready for your first client (after your first booking, Finish setting up). Each step has a button that takes you to the right page.

The steps

• Add the sessions you offer: a service with its length and fee, so bookings and invoices fill in by themselves.
• Add your first client: a name and a phone number or email is enough.
• Book your first session: Bliss sends the confirmation and the reminders your policy sets.
• Set your working hours: for therapists. Clients who use your portal can book only inside these hours.
• Invite your team: for clinics. Therapists and front desk join with a link you share.

Some steps are optional and say so:

• Let clients book themselves: for your own practice. A page you share where clients pick a service and an open time inside your hours.
• Choose a Clinic plan: for clinics. The free plan has one therapist seat.

How it ticks off

• You never tick a step by hand. Bliss looks at what you have set up, so adding a service ticks Add the sessions you offer.
• You see only the steps you are allowed to do. A therapist in a clinic sees their own hours, for example, not the clinic's services.
• When every required step is done, the card goes away. Optional steps you have not done stay in a smaller card until you do them or dismiss them.