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This section takes a new practice from its first sign-in to its first booking.

Who can use this

In this section

Create an account and sign in

Create your Bilby login, sign in, reset a password and set up two-step verification.

Set up a new practice

Create the practice in Bilby and answer the first setup questions.

Finish setting up the practice

The settings an admin should check, in order, before the first booking.

Roles and what each can see

What admins, practitioners and reception can see and do.

Invite your team

Invite staff, accept an invitation, change roles and link users to practitioners.

Add a practitioner

Add a practitioner, fill in their profile, locations, services, hours and leave.

Find your way around

The sidebar, search shortcuts, notifications and using Bilby on a phone.

Your account and the sidebar

The account menu, your email signature, switching practice and choosing what the sidebar shows.

Troubleshooting getting started

Fixes for sign-in, invitation and setup problems.