Welcome to the Practice Ignition family! This article will show you how to get started in the quickest way possible.
We'll need you to log into your account first, so go ahead and login first!
The quickest way to get started
This is our Discover page which will run you through (step by step), the most important aspects in order to get your account up and running. Most are accompanied by super short tutorial videos (1-5 minutes) that you can follow.
You can also perform most of the setup actions from within this page! Remember to click Continue when you are done with the step.
This includes account setup aspects like:
- Setting up your branding
- Uploading your engagement letter / terms and conditions (for our team to format)
- Setting up Practice Ignition Payments
- Connecting your accounting ledger (Xero or QuickBooks)
- Drafting your first proposal
Weekly Getting Started Webinar
Customers on a Starter plan will be able to attend our weekly Getting Started with Practice Ignition webinar as of September 1 2020.
Our Customer Success team will cover account setup aspects, the proposal creation process and you can even ask questions live that our team can answer!
Your own Customer Success Manager
Customers on a Professional or Scale plan will be assigned your very own Customer Success Manager (CSM) in your specific region (APAC, EMEA, AMER) for the first 90 days of your subscription as of September 1 2020.
They will assist you with account setup and implementation tailored to your business!
Click on the specific link pertaining to your region below and book your introductory call with our Customer Success team!
Please note: The links below are monitored and only applies to brand new accounts.
If you'd like to set up your account yourself, you can continue reading through our short articles here, although we do encourage you to book in some time as your dedicated CSM can help answer any questions and assist with any issues!
Preparing for your introductory call
After you book a call, we strongly suggest jumping into the Discover page and completing all the tasks there since it relates to the account setup process.
Performing all the tasks before your call will be extremely beneficial as you and your CSM can then focus on creating proposals and implementing Practice Ignition across your business.
If you'd like some further information while you complete these steps, you can read through our collection of short articles here.
Below are a few recommended articles as you complete the Discover page.
- Linking your accounting ledger of choice
- Getting your service list into your account either by adding and editing our example list or importing your own.
- Uploading the latest copy of your engagement letter
- Setting up Practice Ignition payments (make sure you have your bank account and the principal's details handy for verification purposes!)