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Complete the onboarding wizard

After signup you're routed to a 5-step wizard — practice info, business hours, services, AI voice, and a test call. Each step autosaves, you can skip and come back, and your AI starts answering as soon as you finish.

Updated May 20, 20261 min read

When you sign up, FrontDesk creates your organization, your first practice (location), and a free subscription automatically. You're then redirected to /onboarding and walked through 5 steps. You can use the rest of the app, but you'll be sent back to the wizard until the required steps are finished.

The 5 steps

Step 1 — Practice info

Business name, business type (dental, vet, med spa, etc.), main phone, address, timezone, and primary language. The business type you pick determines the service templates offered in step 3 and the terminology used across the app ("patient" vs. "client" vs. "pet owner").

Step 2 — Business hours

Set open/close times for each day of the week. Slots are in 15-minute intervals. These hours control when your AI greets callers normally vs. uses your after-hours behavior.

Step 3 — Appointment types

Pick the services you offer from a pre-populated list based on your business type. You can adjust names, durations, and add custom services later from Settings → Services.

Step 4 — AI voice

Choose from a curated 6-voice subset (Emma, Layla, Clara, Nico, Neil, Sid). Click ▶ to preview. The full 12-voice catalog is available afterward from Settings → AI Voice.

Step 5 — Test the system

Run a scenario-based test call so you can hear how your AI handles common requests before any real caller does.

What happens when you finish

Your OnboardingProgress record is marked completedAt, the wizard stops redirecting you, and the Dashboard → Getting Started checklist takes over to guide your first week.

What's next

Frequently asked questions

Can I skip a step and come back?
Yes. Every step has a Skip option and your progress is saved automatically. You'll be returned to the onboarding flow next time you log in until all required steps are complete.
What if I close the browser mid-step?
Form fields autosave as drafts. When you return you'll land on the same step with your inputs restored.
How long does onboarding take?
About 10–15 minutes for a single-location practice. Multi-location organizations can finish the first location, then add more from Settings → Locations afterward.

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