Make it familiar
Open the sample profile. Find where you would edit contact details, add your test email and enable portal access.
Let’s get you started
Choose your product for the setup steps that fit your account.
A short practice run
See how the pieces connect
Start with a sample client, then follow the journey through a session and billing.
First, set the basics in Practice Details
Review your practice name, contact information, time zone and locations. Add a service with its duration and fee, and confirm the practitioner who will provide it.
Use Hillary Hootkins, the sample client already in your ZPM account. Open the existing record to explore a session and invoice.
Create a new fictional client with a different name, such as Alex Example — Test Client. Use an email you control only if you want to try the portal.
Try the calendar
Create a new test session for that client. Choose your practitioner, service, date and time; review how you would update it.
Follow it to billing
Mark the test session attended and review the resulting invoice. Explore editing it and where a payment or receipt would appear.