Getting Started with Practice Ignition

Looking to get started on your account setup and implementing Practice Ignition? A new user of Practice Ignition looking to learn how to use it? These concise, simple steps are…

18 articles in this collection
Written by Tom Maxwell and Hugh Walker

Stage 1. Setting up your account (10 mins)

Setup 1: Integrate your cloud ledger (3 mins)

Integrating your Xero or QuickbooksOnline account

Written by Hugh Walker
Updated over a week ago

Setup 2: General account settings (2 mins)

The overall settings controlling your PI account

Written by Hugh Walker
Updated over a week ago

Setup 3: The Payment Gateway (2 mins)

Letting Practice Ignition automatically get you paid

Written by Hugh Walker
Updated over a week ago

Setup 4: Branding, taxes & team members (3 mins)

The final touches to your PI account settings

Written by Hugh Walker
Updated over a week ago

Stage 2. Your library of services & templates (1 hour [+ workflow setup])

Library 1: Adding your services (1 min)

Creating your service library in Practice Ignition

Written by Hugh Walker
Updated over a week ago

Library 2: Reviewing your Services (2 mins per service)

Ensuring the contents of your services are ready to be used on client proposals

Written by Hugh Walker
Updated over a week ago

Library 3: Importing your Letter of Engagement (1 min)

Getting a copy of your terms in to Practice Ignition

Written by Hugh Walker
Updated over a week ago

Library 4: Reviewing your Letter of Engagement templates (10 mins)

Ensuring your Letter of Engagement templates are ready to be used for client proposals

Written by Hugh Walker
Updated over a week ago

Library 5: Email templates (5 mins)

The emails that practice ignition can send to your clients

Written by Hugh Walker
Updated over a week ago

Library 6a: Using workflow integrations - Xero Practice Manager (10 mins per service)

Adding XPM workflow automation in to Practice Ignition

Written by Hugh Walker
Updated over a week ago

Library 6b: Using workflow integrations - Karbon (10 mins per service)

Adding Karbon workflow automation in to Practice Ignition

Written by Hugh Walker
Updated over a week ago

Stage 3. Creating your first proposals (7 mins)

Proposals 1: Creating a new proposal (2 clicks)

How to create a new proposal inside Practice Ignition

Written by Hugh Walker
Updated over a week ago

Proposals 2: General proposal settings (2 mins)

Editing the general settings for a proposal, giving it a framework

Written by Hugh Walker
Updated over a week ago

Proposals 3: Services (and XPM job settings) (2 mins)

Adding & customising your services, plus jobs if you use XPM

Written by Hugh Walker
Updated over a week ago

Proposals 4: Terms, Messaging, Payments & Apps (2 mins)

The rest of the proposal settings

Written by Hugh Walker
Updated over a week ago

Proposals 5: Reviewing & sending your proposals (1 min)

Now that you've created a proposal, let's check it out and send it off!

Written by Hugh Walker
Updated over a week ago

Stage 4. Rolling Practice Ignition out to your existing client base

Rollout 1: Bulk creation of proposals (1 hour)

How to bulk create proposals for all your clients

Written by Hugh Walker
Updated over a week ago

Learn Guides

Learning Guide 1 - Preparing to send your first proposal

This structured guide walks you through everything you need to do in order to send a proposal

Written by Tom Maxwell
Updated over a week ago