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Starting a Trial Account

Sign up for a 14-day free Zanda trial to explore features and streamline your practice operations. Follow our setup guide for an easy start. No credit card required!

In today's fast-paced business environment, finding the perfect tools to streamline your operations is more than a mere convenience—it's a necessity. We understand that the journey to optimizing your practice operations can often feel overwhelming. With a myriad of options available, how do you choose the right client management software that not only meets your unique needs, but also seamlessly integrates into your current workflow?

This is where the power of trial accounts comes into play. Signing up for a 14-day free Zanda trial account offers a risk-free exploration of its features, functionalities, and fit. In this article, we will explore how to sign up for a free trial account and go through the basic setup. 

In this article:

Starting a Trial Account

  1. To start a new trial account, use one of these links:
    1. for the USA / Canada region: https://us.zandahealth.com/Instant-Account
    2. for the UK/EUregion: https://uk.zandahealth.com/Instant-Account
    3. for the AUS/Oceania region: https://my.zandahealth.com/Instant-Account
  2. Sign up for the 14-day free trial account. You only need to enter the basic information, such as your name, email address, business name, select your country, and set up a password. You can start a trial as a sole practitioner, or add more practitioners and admin users to your trial account at this stage or few days later.
    Do not worry, you will be able to add or remove practitioners at any day later. Also, no credit/debit card is required to start a trial.
  3. Click "Start for free now" button to finish creating your trial account. 

Note💡

Your full-access trial account is valid for a 14-day period from the date of creation. To keep your account active beyond this time you will need to sign up.

  • You can sign up at any time during your trial period and will not be charged until after your free trial has ended.
  • With Zanda, there are no lock-in contracts and you can therefore cancel at any time.

Zanda Setup Wizard Overview

    1. The Zanda Setup Wizard will meet you at your first step into your Zanda account. 
    2. Click the 'Next' button to proceed to the next step.
    3. The required step is your Business Information. You can come back and update the rest of the information later. 
    4. The Setup Wizard will guide you through setting up the practitioner information, services for billing, online portal for 24/7 appointment bookings, and provide an overview of additional resources. 
    5. During your 14-day trial period, the Setup Wizard will always be available via the sidebar menu.
    6. There is no button to dismiss or remove the Setup Wizard yourself—it disappears from the sidebar menu on its own. During your free trial it stays available for the whole trial period and is removed once your trial ends. If you have upgraded to a paid subscription, the Setup Wizard remains for two weeks after you subscribe and then disappears automatically.

Sample data in your new account

When your new account is created, Zanda adds a couple of sample clients—such as "John Smith" and "Mary Lee"—along with a sample appointment on the calendar (you'll usually see it dated for the next day). This is example data to help you see how clients and appointments look in Zanda before you add your own. It isn't a real client or a real booking, so there's nothing you need to do about it and no one is actually scheduled.

When you're ready to clear the sample data, you can remove it the same way you'd remove any client—deleting a sample client also removes its sample appointment. See Archiving, Deleting, Unarchiving and Restoring Clients for the steps.

More Zanda Support

We have over 100+ features to support your business and as you are still getting to know the software, we just want to let you know we are here to support you.

Here are some of the ways we can help get you started!

  1. Support Calls: Book a call with one of our Customer Success Members here. 
  2. Knowledge Base & Training Videos: Access our digital resources that include videos, support articles and tutorials here. 
  3. Enrol in the Zanda Academy for comprehensive expert-lead courses.
  4. If you need anything further, we’d love for you to get in touch via email at support@zandahealth.com or a Live Chat, and we'll do our best to help out!