Getting Started

This guide walks you through the onboarding process and your first steps on Senavida.

Onboarding checklist

When you first join Senavida, an onboarding checklist appears at the top of your dashboard. It tracks your progress as you complete each setup step.

Required steps

These three steps must be completed to activate your account:

1. Sign certification documents

Sign three agreements electronically:

1. eSign Agreement — consent to use electronic signatures
2. User Agreement — platform terms of service
3. Ethics Agreement — professional ethics and conduct standards

After signing all three, you earn the Senavida Certified badge.

2. Verify your phone number

1. Click “Verify phone number” in the checklist
2. Enter your phone number
3. Enter the SMS verification code you receive
4. Your phone is now verified for appointment reminders and notifications

3. Set your availability

1. Click “Set your availability” in the checklist
2. Define your working hours for each day of the week
3. Set buffer time between appointments
4. Save your availability

Optional steps

These are recommended to unlock the full platform:

Step	Time	What It Does
Complete your public profile	10-15 min	Appear in search results and attract clients
Connect a calendar	2-3 min	Sync with Google Calendar, Outlook, or Apple Calendar
Connect your bank	3-5 min	Enable automated transaction tracking and payouts
Connect video conferencing	2-3 min	Set up Google Meet or Microsoft Teams for virtual sessions
Enable credit card payments	5-10 min	Accept online payments via Stripe

Checklist controls

Action	How
Minimize	Click the chevron button (available after required items are done)
Skip	Click “Skip” next to any optional item
Undo skip	Click “Undo” to restore a skipped item

Your dashboard

After onboarding, your provider dashboard includes customizable widgets:

• Snapshot — key metrics at a glance
• Today’s Schedule — upcoming appointments for the day
• Client Activity — recent client interactions
• CRM Pipeline — lead pipeline overview
• Task List — pending tasks and to-dos
• Quick Actions — shortcuts to common actions
• Revenue Overview — financial summary

Drag and drop widgets to arrange your preferred layout.

Next steps

• Set up your calendar
• Add your first client
• Build your public profile