1. Check Settings › Overview
Settings › Overview shows the steps left before you can take bookings, each with a button to the right place. When they are done, it says Ready to book. These steps don’t set up payments, SMS or Medicare.2. Practice details
In Settings › Practice details, check your practice name, logo, ABN, contact details, time zone and opening hours. Tick GST registered only if the practice is registered for GST. Select Save, then Confirm details. The practice address comes from your primary location.3. Locations
Each location is a place you see patients. In Settings › Locations, select Add location for each one. The primary location’s address appears on letterhead and invoices. When a location closes, archive it rather than deleting it. Existing records still show it.Private locations
Not every practice has this yet. Bilby turns it on for each practice. If you can’t see it, contact Bilby support.
4. Users
See Invite your team.5. Services & fees
Settings › Services & fees holds what can be booked (services) and what can be charged on an invoice (fees). Then tick each practitioner’s services on their profile. See Choose a practitioner’s services and Billing and payments.6. Payment methods
Settings › Payment methods lists the ways patients can pay, such as card, cash or bank transfer. If you use Xero, choose a Xero account for each one so payments land in the right place.7. Connect what you need
Connect only what your practice uses, under Settings › Integrations:- Medicare for bulk bill, patient claims and DVA.
- HICAPS for private health claims on the spot.
- Xero for accounting.
- Payments (Stripe) for card payments and paying online.
- SMS for texts and replies.
- Email sending to send email from your own address.