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Getting Started as a Clinic or Group Practice

Step-by-step guide to setting up your clinic workspace in Bravely Connect.

Updated over 2 weeks ago

Bravely Connect helps you manage your clinic, your team, and your clients—all in one secure, collaborative space. Whether you’re launching a new group practice or expanding your existing one, here’s how to get started.

Setting Up a New Clinic

  1. Click Sign Up.

  2. Select Clinic as your account type.

  3. Enter your details and clinic information.

  4. Follow the prompts to complete the setup.

  5. Invite your team and assign their roles.

Your clinic workspace is now live!

Next Steps for Directors & Admins

To get your workspace ready, we recommend completing the following:

  1. To start scheduling appointments:

    1. Ensure practitioners connect their Google Calendar

    2. Add your first client

    3. Create a session type

    4. Assign the session type to your client

    5. Either invite the client to book, or manually add a session

  2. To accept payments:

    1. Clinic administrators must complete BravelyPay onboarding, including eKYC verification

    2. Once approved, choose your payment methods (card, PayNow)

    3. Create and send your first invoice

Next Steps for Practitioners

  1. Connect your Google Calendar

    1. Select the calendar to save appointments to

    2. Choose which calendars to check for conflicts

  2. Set your availability for bookings

Privacy Matters

Bravely is built with data security and supervision in mind. You control access to notes, forms, and session records — keeping sensitive information protected while supporting collaborative care.

💬 Need support? Contact us anytime. We’re here to help your team get up and running smoothly.

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