SET UP PROCESS

1. Enquiry & Discovery

Get in touch to discuss your practice needs. We will explore whether your systems are already in place or if a consultancy session would help optimise your workflows.

2. System Review & Consultancy

If you already have systems in place, a System Review is a great place to start. This involves taking a closer look at how tasks are currently being completed day-to-day, with the aim of identifying opportunities to make things more streamlined, automated, and efficient. We will highlight what’s working well, where things may be feeling time-consuming or manual, and suggest practical improvements to better support you and your practice.

For practices in the early stages, or those requiring guidance around workflows, structure, or compliance, Consultancy sessions provide tailored, strategic support to help you build or refine your systems with confidence.

3. Preparation

Before setup begins, you will be asked to provide any required information, documentation, and system access. You will also receive a questionnaire to help gather all necessary details.

Once everything is ready, we can commence the setup process.

4. Setup

The setup work is completed on your behalf, with progress updates provided via email. If clarification is required, we may contact you by email or arrange a brief meeting.
All setup work and related meetings are charged at $120 per hour.

5. Handover & Training

Once setup is complete, a handover session will be scheduled to walk you through the changes, review workflows, and ensure you feel confident using your systems.
Additional training sessions for you or your team can be booked if required.