Getting Started with Practice Ignition

Looking to get started on your account setup and implementing Practice Ignition? Log into your account and click the Discover tab! Looking for more detail? Continue on below!

20 articles in this collection
Written by Tom Maxwell, Ella Buan, Hugh Walker and 1 other

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Getting Started with Practice Ignition!

If you are a new subscriber, read this article first to see how you can get started with your new Practice Ignition account!

Written by Pat Kuo
Updated over a week ago

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 And 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 New Services (1 min)

Creating your service library in Practice Ignition

Written by Hugh Walker
Updated over a week ago

Library 2: Reviewing The 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 The 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 The 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 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

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

Stage 3. Creating your first proposals (7 mins)

Proposals 5: Reviewing And Sending 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

Proposals 1: Creating A 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 And Apps (2 mins)

The rest of the proposal settings

Written by Hugh Walker
Updated over a week ago

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

Rollout 1: Bulk Creating Proposals (1 hour)

How to bulk create proposals for all your clients

Written by Hugh Walker
Updated over a week ago

Learn Guides

Searching in Practice Ignition

Written by Ella Buan
Updated over a week ago

Getting Started: Account Setup

Chat to your Customer Success Manager, and they will ensure your account will be up and running smoothly and quickly.

Written by Tom Maxwell
Updated over a week ago