Setup Guide

Be ready before you begin.

A few simple items will make onboarding faster, smoother, and easier to complete without getting stuck.

Before you sign up

This is the shortest checklist for a cleaner start.

Important note

Stripe setup is part of onboarding, not an optional later step.

Have the right billing owner ready before you begin. Shono works best when Stripe setup can be completed during onboarding rather than postponed.

That usually means the person doing setup should be able to handle account details, billing ownership, and policy decisions in one pass.

What happens during setup

Onboarding is short when the right information is ready.

Who should complete onboarding

Pick one owner for setup, even if others help later.

The best owner is usually a practice manager or decision-maker who can approve policy and billing details.

If multiple people will be involved, choose one person to drive the process so setup does not stall between steps.

Ready to start with clearer expectations?

If your practice is ready to complete Stripe setup and create its first policy during onboarding, you can start the guided flow now.