Ultimate Onboarding Checklist

☑️ Convert Your Zanda Trial Account

Already checked one off your list! You're off to a great start. Let's keep going!

⏹️ Choose Your “Start” Date
Choose the date when your clinic will fully switch to Zanda. Mondays often work well for a fresh start.

General Importing Guidelines

⏹️ Add Business Details
Enter your business contact details in Settings > Practice > Business Info.

Updating Your Business Information
 
⏹️ Add Your Locations
If you have multiple locations, add them to Settings > Practice > Locations.

Setting Up and Using Multiple Locations

⏹️ Add Practitioners
Set up each practitioner by going to Settings > Team > Practitioners and selecting + Add Practitioner.

Adding a New Practitioner to Your Account

⏹️ Set Up Availability
Configure availability for each practitioner under Settings > Team > Availability.

Setting Up and Editing Availability

⏹️ Add Your Services
Populate your business services by going to Settings > Billing > Services and selecting + Add Service.

Adding and Editing Services

⏹️ Connect to Stripe
Connect with Stripe in Settings > Payments > Stripe to enable credit card payments.

Setting up Your Stripe Integration

⏹️ Add Clients
Add client information by going to People > Add. You can also add clients in bulk through our data import service if needed.

Adding New Clients 4 Ways

⏹️ Set Up Appointment Reminders
Configure automatic reminders under Settings > Communication > Reminders.

Configuring Appointment Reminders

⏹️ Add Appointments
Schedule future appointments by selecting an available time in the calendar and adding client information.

Creating, Editing and Deleting a Client Appointment

⏹️ Add Users
For optimal security, provide each staff member with their own username and password in Settings > Team > Users.

Managing Users

⏹️ Enable Practice Operations Manual

Enable the Practice Operations Manual to customize over 100 policy and procedure templates for your business in Settings > Practice > Practice Manual.

Enabling and Managing Your Practice Manual

⏹️ Enroll in Zanda Academy
Whether you’re a solo practitioner or managing a large clinic, our free Zanda Academy courses are designed to make learning Zanda simple, efficient, and even fun!

Zanda Academy

⏹️ Connect With Us
Follow our Facebook page for all the latest updates, and join the Health Practice Buzz Facebook Group to connect with other practitioners.