When you sign up, your dashboard shows an onboarding checklist — the handful of things worth doing so you can send invoices, collect payments, and book clients. Here's what each item means.
1. Connect Stripe
Connect Stripe so clients can pay invoices by card, with money flowing straight to your bank — Cradled takes no cut beyond standard Stripe fees. You can skip this if you only take e-transfer, cash, or cheque; just describe how to pay in your Payment instructions.
2. Set your availability
Tell Cradled when you're available so connected clients can book appointments with you.
→ Set your weekly availability
3. Create a contract template
Set up at least one contract template — clone one of Cradled's starter agreements or write your own — so you can send agreements without starting from scratch each time.
4. Add your first client
Add a client to your pipeline. Everyone starts as a managed client and becomes connected when they sign your contract.
5. Download the mobile app
Install the Cradled mobile app — it's where you handle at-a-glance prep, after-session notes, messaging, and logging births.
Everything else can wait
The checklist covers what you need to start. Templates beyond your first, reports, inbox preferences, and Google Calendar sync are all things you can set up once real work begins.