Once your account settings are ready, all you need to do before you can start using Practice Ignition is get your templates into the software.
We'll start with Services, which are the unique services that you offer to your clients. You can access this by going to 'Library' on the left-hand menu. This will go straight in to the Services section.
You now have 3 options for adding services in here, depending on which of these best describes your situation:
1) You're an accountant or bookkeeper and don't currently have a defined list of services
If this is the case then you can use Practice Ignition's industry-standard list of 49 services as a framework to create your own.
First use the select box to select the '(Sample)' services, then click on 'Bulk Actions' and 'Delete' to remove these. Now click on 'Example services' to import PI's.
2) You have, or will create, a spreadsheet of your services
First use the select box to select the '(Sample)' services, then click on 'Bulk Actions' and 'Delete' to remove these. Now click on 'Import'. It's here you'll be able to import your spreadsheet, and also where you'll be able to find a CSV template to format your services prior to importing them.
3) You wish to create your services within Practice Ignition
In this case you can click in to the '(Sample)' services and edit these or use them as a framework, and you can also click on the red '+ New Service' button at the top right to create new ones.
Once you've got your service library framework in to Practice Ignition you'll then just need to review them and they're good to go!