Carlos's practice
CM
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Setup

Welcome, Carlos. One quick question.

Are you switching from another tool, or starting fresh?

Step 1 of 3

Let's get your clients in first.

Upload a CSV from your old system. We'll map the columns automatically.

I'll add them manually later →
Step 1 of 3 — Imported

Looking good.

Your client list is ready. We've kept the formatting clean.

12 clients imported.

Sarah Chen, James Miller, and 10 others.

Switching from

Which tool did you switch from?

We'll show you tips for migrating notes, sessions, and billing history.

SimplePractice
TherapyNotes
Jane App
Other

Migration tips

    Step 3 of 3

    Connect Stripe so you can charge them.

    Takes two minutes. Skip if you're not ready — your clients are already imported.

    Stripe payments

    Card payments, invoices, and recurring billing in one place.

    You're set up

    Your practice is live.

    Here's what we just built together. Jump in anywhere.

    Clients

    12 total
    Step 1 of 3

    Let's create your first client.

    A name and email is all we need. You can fill the rest later.

    Please enter a name.
    Please enter a valid email.
    Skip — I'll add later
    Step 2 of 3

    Sarah Chen is in your practice.

    Schedule an appointment with her — pick a time, we'll send a confirmation.

    SC Sarah Chen
    Pick a date.
    Pick a time.
    Skip
    Step 3 of 3

    Connect Stripe to charge her.

    Card payments and invoicing. You can connect now or later — Sarah's appointment is already on your calendar.

    Stripe payments

    Card payments, invoices, and recurring billing in one place.

    You're set up

    Your practice is live.

    One client in. Add more anytime — Carepatron scales with you.

    Clients

    1 total

    You're ready.

    Jump into your dashboard whenever you're set. We'll keep your setup tips handy.