Pre-Launch Checklist

Calendar Configuration

Calendar Setup

• Have you created Event Types for every practitioner?
  • Have you added descriptions for these event types for online booking?
  • Have you configured your auto-reminder settings for each event type?
  • Have you added a confirmation message for your confirmation emails?
• Have you set up Hours of Operation for each practitioner?

Online Booking

• Have you set up your online booking page for each office and practitioner that needs one?
  • Check the General Preferences — magnetic booking, breaks between visits, minimum booking notice.
  • Confirm which services are enabled for online booking.
• Go to your online booking pages to ensure they are set up correctly.
• Share your booking URL — see Accessing Your Booking Page for the URL formats and how to add a Book Now button.

Practitioner and Office Profiles

Office Profile

• Have you completed your office profile?
  • Have you uploaded an office logo?
  • Have you verified your office contact details?

Practitioner Profile

• Have you completed your practitioner profile (and ensured other clinic practitioners have done the same)?
  • Have you added a practitioner picture for every practitioner?
  • Have you confirmed that all practitioners have added a bio?
  • Have you ensured that all practitioners have uploaded their signatures?
  • Have you confirmed that all practitioners have filled out their titles, credentials, and license numbers?

Dispensary Configuration

• If you requested an import of your dispensary data, have you verified the import?
• Have you confirmed that all your products have the correct pricing?
• Have you done an initial inventory count?
• Have you verified the dispensary access permissions for your staff and practitioners?
• Have you set up your tax rates and tax groups?