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Setup Checklist

This checklist walks you through everything you need to start booking sessions, sending invoices, and supporting clients on Bravely.

Updated over 2 weeks ago

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
Without Singpass: ~1 to 3 days

Accept Card: Complete Stripe's business verification

Using Singpass: Immediate
Without Singpass: ~1 to 3 days

2. Clinics & Group Practices

Feature

Dependency

Duration

Scheduling

Core Platform Usage

1 min

Connect Google Calendar
(This is not required for admins and other non-practising roles)

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
(To be completed by clinic director or company owner)

Using Singpass: Immediate
Without Singpass: ~1 to 3 days

Accept Card: Complete Stripe's business verification
(To be completed by clinic director or company owner)

Using Singpass: Immediate
Without Singpass: ~1 to 3 days

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.

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