Set up your workspace
The foundations: your account, branding, services, locations, and team. Set these up first and the rest of Carepatron falls into place.
Start course
Your progress saves in this browser. No account needed.
What you'll learn
Find your way around the left sidebar and Settings, and set up in the order that avoids rework
Brand your workspace so your logo shows on your booking page, client emails and invoices
Add the physical and virtual locations you work from, alongside Carepatron's built-in video calls
Define your services and invite your team, then set what each person can see and do
Lessons
1
Take the tour
3 min
2
Brand your workspace
3 min
3
Add your locations
3 min
4
Add services & products
3 min
5
Invite your team & set permissions
4 min
?
Check your knowledge
5 questions · 3 min
About this course
Every lesson is a real task in your workspace, not a lecture. You'll see the outcome and the exact product path up front, do the steps, then run a short "Check it worked" list to confirm the task succeeded with your own data.
The course ends with a short quiz on its own page. Five questions, one at a time, no pass mark and nothing recorded. If a question surprises you, the lesson to revisit is one click away.