Quickstart: your first 15 minutes
The shortest path from empty workspace to your first booked session.
5 min read · Updated Wednesday, 15th July, 2026
Welcome. This is the shortest path to a working ClientWell practice.
The five steps 1. Add your first client under Clients → New client. 2. Set your weekly availability in Settings → Availability. 3. Create one session type (e.g. "60-min consult") in Settings → Session types. 4. Turn on the default intake form in Settings → Intake. 5. Share your booking page - the link is in Settings → Booking page.
That's it. Everything else - automations, packages, treatment plans - layers on top once you have a few sessions in the calendar.
What to do next - Book yourself a test session to see the client-side experience. - Turn on the 24-hour reminder in Settings → Reminders.
FAQ
- Do I need to fill in every setting before I can start?
- No. Availability + one session type is the minimum. Come back to the rest later.
- Can I import existing clients?
- Not yet via CSV - add them manually for now. Bulk import is on the roadmap.