Welcome to Bravely! 🎉 Whether you’re working solo or managing a team, here’s a step-by-step checklist to get you up and running.
👋🏼 We highly recommend completing all dependencies to get the most out of Bravely Connect. However, aside from the core platform usage, you don’t need to complete every step to get started.
This setup checklist highlights which features depend on certain steps — so if you’re not planning to use a specific feature, you can skip its related tasks.
1. Solo Practitioner
Feature | Dependency | Duration |
Scheduling | Core Platform Usage |
|
| 1 min | |
| 2 mins | |
| Add Availability | 3 mins |
| Create Session Type | 4 mins |
Book Appointment | Book 1st Client Session [Solo] |
|
| Assign Session Type to Client | 2 mins |
Intake Form | ~ 5 mins | |
Send Invoice | Send 1st Client Invoice [Solo] |
|
| Add Billable Rate to Session Type | 1 min |
Accept Payments | Enrol in BravelyPay | Immediate |
| Accept PayNow: Complete HitPay's business verification | Using Singpass: Immediate |
| Accept Card: Complete Stripe's business verification | Using Singpass: Immediate |
2. Clinics & Group Practices
Feature | Dependency | Duration |
Scheduling | Core Platform Usage |
|
| 1 min | |
| Connect Google Calendar | 2 mins |
| Add Availability | 3 mins |
| Create Session Type | 4 mins |
Book Appointment | Book 1st Client Session [Clinic] |
|
| Assign Session Type(s) to Practitioner | 2 mins |
| Assign Session Type(s) to Client | 2 mins |
Intake Form | ~ 5 mins | |
Send Invoice | Send 1st Client Invoice [Clinic] |
|
| Add Billable Rate to Practitioner's Session Types | 1 min |
Accept Payments | Enrol in BravelyPay | Immediate |
| Accept PayNow: Complete HitPay's business verification | Using Singpass: Immediate |
| Accept Card: Complete Stripe's business verification | Using Singpass: Immediate |
Once these steps are done, you’re all set to book sessions, send invoices, and support clients through Bravely.
Need help setting up?
Book a call with our support team, and we'll help you get up and running.