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Home Getting Started with Owl

Getting Started Guide

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    • Step 1 - Logging In

      Before you can start using Owl, you'll need to master Logging In. Logging in to Owl is a two step...

      February 4th, 2025 407 views 0 likes

    • Step 2 - The Essential Settings

      Welcome to your Owl account! When you first login to Owl Practice, you will open on the Calendar. Before we...

      February 4th, 2025 368 views 0 likes

    • Step 3 - Adding and Managing Clients

      Owl keeps all of your clients organized in a central system, known as Clients on the navigation bar. Here is...

      February 4th, 2025 416 views 0 likes

    • Step 4 - Add a Service

      Services are the different types of sessions you offer, and the fees, duration, and tax rates associated with those sessions....

      February 4th, 2025 395 views 0 likes

    • Step 5 - Scheduling Sessions

      To start booking clients you need to schedule them in your Calendar.  You need two things to create a session:...

      February 4th, 2025 413 views 0 likes

    • Step 6 - Write a Session Note

      Every session you book will have its own unique session note in Owl. You can work on this session note...

      February 4th, 2025 411 views 0 likes

    • Step 7 - Bill for the Session

      Your client has attended their session, you've written their session note. The next big step is to bill your client!...

      February 4th, 2025 384 views 0 likes