Setting Up Your Practice
Setting up your AyloCare workspace is quick and straightforward. The onboarding wizard takes just 2–3 minutes to complete and is required before you can start working with clients.
This isn’t just software setup — you’re creating your own personalized therapy practice space that reflects who you are and how you work.
A progress bar at the top shows you exactly where you are. You can go back to any previous step, and all your choices can be changed later in Settings.
What to Expect
The onboarding is organized into 3 main steps with simple substeps:
Step 1: Tell us about your practice
1.1 Practice Basics
Start by telling us your practice name, whether you work solo or with a team, and your team size. This helps us understand your setup.
[Screenshot: Practice basics form with brand name, practice type selection, and team size slider]
1.2 Practice Details (Optional)
Add your professional fields (e.g., Anxiety, Depression, Family Therapy) and optionally upload your logo. You can skip this and add it later.
[Screenshot: Field selection with searchable specialties and logo upload area]
Step 2: Set up your schedule
2.1 Availability Setup (Optional)
Set your working hours for each day of the week. Define when you’re available for client appointments. You can set this up later if you prefer.
[Screenshot: Weekly calendar grid with time slots for each day]
2.2 Calendar Settings (Optional)
Choose your timezone, decide if appointments should be visible to clients, and set up appointment reminders and notifications.
[Screenshot: Calendar preferences including timezone selector and notification toggles]
2.3 Payment Setup (Optional)
Connect your Stripe account to accept payments for sessions. This step is entirely optional and can be completed anytime from Settings.
[Screenshot: Stripe connection interface]
Step 3: You're all set!
A welcoming confirmation that your practice is ready. You’ll be redirected to your dashboard where you can start inviting clients and scheduling sessions.
[Screenshot: Completion screen with celebratory message]
Why It Matters
Only Step 1.1 (Practice Basics) is required. Everything else is optional and can be skipped if you want to get started quickly!
- Get started fast: Skip optional steps and start working with clients immediately
- Customize at your own pace: Come back to Settings anytime to refine your setup
- Your practice, your way: Whether you’re a solo therapist or managing a group practice, AyloCare adapts to you
After Onboarding
Once you click “Finish”:
- You’ll be taken to your personal dashboard
- You can start inviting clients right away
- Create your first appointments and sessions
- All the settings you configured (or skipped) can be found in Settings in the sidebar
New to AyloCare? We recommend exploring the Calendar first, then inviting a test client to see how everything works from their perspective.
Need Help?
If you have questions during setup or want to change something later, you can:
- Visit the Account Settings section in this guide
- Reach out to our support team at support@aylocare.com
- Check out the rest of this documentation for detailed guides on each feature