Practice administration training plan

A focused path through clinic setup, staff access, payments, migration, and recovery.

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Understand the operating model

Your first clinic dayFollow one visit from booking through payment and handoff. 7 min

Understand team rolesKnow what admins, veterinarians, technicians, and front desk can do. 4 min

Configure the clinic

Set up your clinicConfigure the practice information staff use every day. 8 min

Invite and manage staffGive each teammate an individual account and appropriate role. 5 min

Send appointment remindersUse configured email or SMS to reduce missed visits. 4 min

Prepare financial workflows

Set up client card paymentsConnect and verify Stripe before accepting online payments. 6 min

Move and protect clinic data

Import your dataDry-run reviewed CSV imports before anything is saved. 8 min

Export and back up your dataKeep clinic records portable and prove that recovery works. 7 min

Practice each workflow before marking it complete.

Use sample or non-production records until the team is comfortable with the full handoff.