Getting started with Owl Practice is easy! Follow the guided video series below to help you learn the essentials quickly, build confidence using the platform, and start getting value right away.

Step 1 - Establishing Your Practice Profile

Learn how completing your practice details — name, contact info, logo— sets the foundation for a professional client experience. 

Step 2 - Configuring Your Therapist Profile & Preferences

Set your profile preferences, from licenses and credentials to calendar colors and portal visibility — so you and/or your team can stay compliant and organized.  

Step 3 - Creating Services That Fit Your Practice

Understand how defining your services and fees drives consistent scheduling, accurate billing, and clear communication to clients — while showcasing specialties like EMDR, couples therapy, or assessments.

Step 4 - Activating Payments to Get Paid Faster

Walk through connecting Stripe for secure, automated payments — and learn how integrated billing saves time, improves cash flow, and reduces no-shows with card-on-file policies.

Step 5 - Adding Clients & Streamlining Intake

Discover how simple client setup enables smooth onboarding — from adding basic info to triggering intake forms and portal invitations, setting the tone for a professional first impression.

Step 6 - Scheduling Sessions Efficiently

Explore how to use the calendar to manage your day with ease — view therapist availability, reschedule in one click, and sync client reminders to reduce cancellations.

Step 7 - Documenting Notes & Progress Securely

Understand how structured notes, non-session logs, and templates support compliance and clinical clarity — while keeping everything secure and searchable.

Step 8 - Managing Attendance & Billing Readiness

See why marking attendance is key to accurate billing and reporting — plus how to review financial transactions in client ledgers and issue payment reminders with confidence.

Step 9 - Building Stronger Connections Through the Client Portal

Show clients how to book sessions, sign forms, and make payments through their secure portal — creating transparency, autonomy, and better communication between sessions.

Step 10 - Sending Assessments & Forms to Deliver Insightful Care

Discover how to send, score, and interpret measures like PHQ-9 or GAD-7 — turning data into actionable insights to support treatment outcomes.

Step 11 - Accounting Insights to Grow Your Practice

Explore reports that track revenue, attendance, and client engagement — empowering you to make informed decisions and forecast growth.