Practice manager
Setting up your practice
Business details, locations, rooms, taxes and importing your data.
9 lessons · 8 core
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Role
Practice manager
Set up the practice, your team, services, inventory and compliance.
7 courses
31 lessons
26 core lessons earn the certificate
Courses
Courses for practice manager
Take them in order, or start with the one you need today. Each course counts toward every role it is part of.
Practice manager
Building your service menu
Services, packages, add-ons, classes and online booking rules.
5 lessons · 3 core
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Practice manager
Your team
Add your team, then set permissions, schedules and time off.
5 lessons · 5 core
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Practice manager
Client communication setup
Reminders, templates, sender addresses, credits and Engage numbers.
5 lessons · 3 core
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Practice manager
Stock and inventory
Products, kits, orders, counts and inventory across locations.
1 lesson · 1 core
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Practice manager
Reports and analytics
Financial, client and team reports, plus custom reports.
4 lessons · 4 core
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Practice manager
Compliance, disputes and integrations
Disputes, GDPR and HIPAA, integrations and the API.
2 lessons · 2 core
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