To create your practice, on the first step of onboarding, choose "For other clients" from the options presented:
Clicking continue will ask you to name your practice. Typically, this will be the name of your firm, or the section of the firm you're working with (for example, "Harper Lowe South East"):
At this point, you can optionally invite your teammates to Practice HQ, to help you get set up:
You can choose to skip this step if you prefer.
Note: If any of your teammates are already using Mayday for client accounts, those accounts will become part of your Practice when they accept your invite. This allows you to easily consolidate all the existing Mayday accounts.
Once this is done, you'll be taken into Practice HQ, and you're ready to move on to Step 2:
