Finishing setting up your practice

Who this is for: Practice administrator

Enter your practice details

1. Enter the Time zone, Practice phone and Practice address under Practice details, then select Save practice details.

   

Add services

2. On Services, add a service or select Skip for now to return to it later. Follow Adding a visit type for the service fields.

   

Set practice hours

3. On Practice hours, choose the days and times the practice is open. Select Finish setup on the last page. See Setting practice hours.

Read your progress

4. Read the count at the top of the panel to see how many steps are done. Use Back to revisit an earlier page.

Return to unfinished setup

5. On the dashboard, find Finish setup. Each row leaves the card when that work is done; completed rows do not remain as a ticked checklist.

   

Set your working hours

6. If you see clients, select Set my hours. Select Set hours to choose your own, or Use practice hours to keep the practice's. See Setting your working hours.

   

Invite team members

7. Select Invite team to open the invitation panel. Follow Inviting a colleague to send an invitation.

   

Choose two-factor authentication

8. Select Require two-factor authentication to ask everyone at the practice to use a second step, or Make it optional to leave it to each person. For your own second step, follow Setting up two-factor authentication.

   

Last checked against Weft on 31 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.