Volition New to Volition? Work through these phases in order — the same checklist lives in the app under Getting Started, where steps tick themselves off as you complete them.
Practice essentials
The configuration you need before anything else works.
1 Read the guide →
Add your practice details
Contact details and ABN appear on invoices and patient communications.
2 Read the guide →
Add your first location
Appointments, availability, and online booking are all location-based.
3 Read the guide →
Add your practitioners
Practitioners are who patients book in with — add everyone who treats.
4 Read the guide →
Set practitioner availability
Working hours drive the calendar and what patients can book online.
5 Read the guide →
Review your appointment types
We added starter types (initial and follow-up) — rename them or add your own.
6 Read the guide →
Review services and set your fees
We added starter service codes without fees — set your prices before invoicing.
Get paid
Invoicing defaults, payers, and payment integrations.
1 Read the guide →
Set your invoice defaults
Bank details, payment terms, and footer text shown on every invoice.
2 Read the guide →
Add third-party payers Optional
Bill NDIS plan managers, insurers, or employers directly.
3 Read the guide →
Map funder item codes Optional
Link your services to Medicare, DVA, and health-fund item codes for claiming.
4 Read the guide →
Connect a payment provider Optional
Tyro for in-clinic terminals and claiming, Stripe for online invoice payments.
Communications
Reminders, email sending, and templates.
1 Read the guide →
Set up appointment reminders
Automatic reminders cut no-shows — configure timing and channels once.
2 Read the guide →
Add an email sending identity Optional
Control the sender name and reply-to address patients see on your emails.
3 Read the guide →
Create letter templates Optional
Reusable referrer and patient letters save time on every report.
Go further
Optional extras once the basics are in place.
1 Read the guide →
Invite your team Optional
Reception and practitioners get their own logins with the right permissions.
2 Read the guide →
Add your logo and brand colours Optional
Shown on invoices, emails, and your online booking page.
3 Read the guide →
Enable online booking Optional
Let patients book their own appointments from a link you share.
See it in action
Run one patient through the full loop to check your setup.
1 Read the guide →
Create your first patient
Add a test patient (you can delete it later) to see the patient record.
2 Read the guide →
Book your first appointment
Book the test patient in on the calendar to check types and availability.
3 Read the guide →
Raise your first invoice
Invoice the test appointment to confirm your services, fees, and defaults.
More getting-started guides
Getting Around Volition
The navigation bar, pinning, search, tasks, alerts, feedback, and the help menu — how the shell of the app works.
getting-startednavigationshortcuts
Customise Your Dashboard
How to choose the stat cards and widgets shown on your home dashboard.
dashboardgetting-startedwidgets
Find Anything with Search
How to use the command palette to jump to patients, invoices, inventory, and pages.
getting-startedsearchshortcuts
Work Your Alerts Inbox
How to triage stock, expiry, billing, and security alerts.
getting-startedalertsnotifications
Create and Assign Tasks
How to create tasks with assignees, checklists, and links to patients and invoices.
getting-startedtasksteam
Secure Your Account
How to change your password, review active sessions, and set up two-factor authentication.
getting-startedsecuritymfapassword
Create an Account
How to sign up for Volition and set up your own practice.
accountsignuponboarding