Account Setup Progress
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Organization Setup
3/5Scheduling Setup
2/4Payments Setup
1/3Quick Actions
Settings Categories
Organization
Company settings
3 providers active
Scheduling
Appointments & availability
5 appointment types
Payments
Billing & invoicing
Not configured
Notifications
Alerts & reminders
Email only
Automation
Workflows & AI
2 active workflows
Security
Access & compliance
HIPAA compliant
Branding
Theme & customization
Default theme
Integrations
API & connections
3 connected
System Health
Payments not fully configured
Connect a payment processor to accept payments
SMS not connected
Enable SMS for appointment reminders
Scheduling active
All providers are available for booking
Compliance settings configured
HIPAA compliance is active
AI Recommendations
Enable automated reminders
Reduce no-shows by 30% with automated SMS reminders
Add buffer time between appointments
Avoid overlaps and reduce provider stress
Complete compliance setup
Enable audit logs and access controls for better security