Make it familiar
Open the sample profile. Find where you would edit contact details, add your test email and enable portal access.
Step 1 · Plan your move
Start with your practice
Choose who is setting up the practice and the system you’re moving from.
Review export access and timing before closing your current account.
Step 2 · Prepare your migration
Find your export guidance
Step 3 · Set up your workflows
What will you use when you go live?
Step 4 · Try a 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.
Looking for help finding care?
Our getting-started resources can help you find and contact a therapist.
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