Welcome to Therapal!
Congratulations on starting your Therapal journey! This guide will walk you through everything you need to know to get your practice up and running.
Step 1: Complete Your Profile
First things first - let's set up your profile.
Basic Information
Practice Details
Billing Information
Step 2: Configure Your Calendar
Your calendar is the heart of your practice. Let's set it up right.
Set Your Availability
1. Go to Settings > Calendar
2. Click "Set Availability"
3. Define your working hours for each day
4. Add any recurring blocked time (lunch, admin time)
Create Appointment Types
Define the types of sessions you offer:
For each type, set:
Sync Your Calendar
Connect your existing calendar:
Two-way sync prevents double-booking and keeps everything in one place.
Step 3: Set Up Client Portal
Give your clients a professional experience.
Customize Your Portal
Enable Features
Create Intake Forms
Set up the forms clients complete before their first session:
Step 4: Import Your Clients
Already have existing clients? Import them easily.
From a Spreadsheet
1. Download our template
2. Fill in client information
3. Upload the file
4. Review and confirm
From Another System
We can help migrate data from:
Contact support for assisted migration.
Step 5: Configure Billing
Get paid faster with automated billing.
Set Up Payment Processing
1. Connect Stripe account
2. Configure payment settings
3. Set up automatic payments
Insurance Billing (if applicable)
1. Add your credentialed payers
2. Configure claim settings
3. Set up clearinghouse connection
Create Fee Schedule
Define your rates for each service type.
Step 6: Explore AI Features
Therapal's AI can save you hours every week.
AI Documentation
AI Treatment Plans
Step 7: Schedule Your First Client
You're ready! Here's how to schedule your first appointment:
1. Click "New Appointment"
2. Select or create client
3. Choose appointment type
4. Pick date and time
5. Send confirmation
Getting Help
Need assistance? We're here for you:
What's Next?
Now that you're set up, explore these resources:
Welcome to the Therapal family!
Emily leads Therapal's customer success team and has helped hundreds of practices get started.
