Setting up Tenvara

The setup helper: a discovery interview, a plan in the right order, guided sections that apply and check your settings, go-live and Health.

1. 1 The setup helper The Setup hub: your readiness score, the plan by phase, the recommended next step, who is on what, exporting the plan and how the rail changes after go-live.
2. 2 Discovery and your plan Answer the ten-minute discovery interview, see how it shapes the sections, their order and estimates, and rebuild the plan when things change.
3. 3 Working through a section The six beats of a setup section, pick for me, Why this, the preview, test mode, applying and undoing, live checks, and sharing the work with assignments, comments and step links.
4. 4 Go-live and Health The must-pass checks before go-live, pressing We're live, the Health view that keeps watching afterwards, the 30 and 90 day reviews and What's new to set up after an update.
5. 5 The practice customer and plan export Make a practice customer to try things on without touching billing, reports or your licence, remove it when you are done, and export the plan as a PDF or CSV.