Setting up your CompanyOn Account
Overview
Before starting the setup, identify who is responsible for configuring the account. This ensures the correct structure is applied from the beginning.
Segment
Solo practitioner: The practitioner sets up the account.
Multi practitioner clinic: The business owner or main administrator sets up the account.
Agency or multi site organization: The owner or system administrator sets up the account.
Important note: For solo practitioners, the main account is usually the practitioner. For clinics or agencies, the main account is typically the administrator who manages users, licenses, permissions, and business settings.
Proceed to complete the practitioner profile before configuring business settings.
How to access and complete your practitioner profile in CompanyOn
The practitioner profile controls scheduling, online booking visibility, documentation, and parts of billing.
Step by step
Go to Admin
Click View My Profile
Add personal and professional information
Enter first name and last name
Complete demographic information
Add professional details and registration if applicable
Select preferred language
Configure profile visibility and display
Enable visibility for online booking if required
Assign a calendar color
Add a professional bio
Assign services and requirements
Assign services the practitioner provides
Track HR related requirements if applicable
Connect Google Calendar
Link practitioner Google account if synchronization is required
Set availability
Define working days
Define working hours
Add breaks
Important note: Availability directly impacts calendar scheduling and online booking. If not configured correctly, booking will not function as expected.
Proceed to configure the business profile.
How to set up your business profile in CompanyOn
The business profile defines branding, invoicing, business identity, and online services configuration.
Step by step
Go to Admin
Click My Business
Complete business information
Upload logo
Enter business name
Add phone number, email, and website
Confirm demographic details
Configure invoice settings
Set invoice prefix
Set receipt prefix
Add footer notes
Configure automations and booking window
Set how many months in advance clients can book
Enable or disable business automations
Add social and branding elements
Add social media links
Review presentation for online services
Set time zone
Confirm correct time zone
Important note: The time zone affects bookings, reminders, and all scheduling logic.
What to do next: Activate online services.
How to activate online services in CompanyOn
Online Services enables client facing booking, business visibility, and the client portal.
Step by step
Go to Admin
Click My Business
Scroll to Online Services
Enter subdomain name
Save changes
What this creates
Online booking page
Business profile page
Client access portal
Important note: Without a subdomain:
Clients cannot book online
No client portal exists
Common issues
Subdomain not created
Services not visible online
Availability not configured
What to do next: Create and configure services.
How to create and configure services in CompanyOn
Services define scheduling, billing, online booking, and documentation workflows.
Step by step
Go to Admin
Click Services
Click Create Service
Configure service basics
Service name
Duration
Fee
Cancellation fee if needed
Define service type
In clinic
Home visit
Virtual
Assign practitioners
Select one or more practitioners
Configure online booking
Enable or disable online visibility
Configure padding time
Add buffer time between appointments
Assign chart entries
Attach pre selected chart template
Configure taxes
Go to Taxes tab
Create and assign taxes
Enable prepayment
Enable if required
Requires Stripe connection
Important note: If a practitioner is not assigned, the service will not appear correctly in scheduling or booking.
What to do next: Set up chart templates.
How to customize chart templates in CompanyOn
Chart templates are used for documentation inside the client case file. Please refer to this tutorial video for reference.
Step by step
Go to Admin
Click Templates
Use Template Library
Select a template
Add to Form Builder
Customize template
Edit labels
Modify structure
Add or remove fields
Save template
Save changes
Template becomes available in client case file
Important note: Templates must be in the Form Builder to be usable.
What to do next: Assign templates to services or use in client records.
How to create a dynamic form in CompanyOn
Dynamic forms allow full customization of documentation templates.
Step by step
Go to Create Dynamic Form
Start with blank template
Drag and drop components
Label template
Configure fields
Preview template
Save
Usage workflow
Open client case file
Go to timeline
Select template
Complete documentation
Save
Review full setup checklist.
CompanyOn initial setup checklist
Confirm the following
Practitioner profile completed
Availability configured
Business profile completed
Time zone verified
Subdomain created
Services created
Practitioners assigned
Online visibility configured
Taxes configured
Stripe connected if needed
Templates added to Form Builder