When you first access your account in Lupa, most of your key information will already be in place. This comes from the data you or your team supplied during the onboarding process.
To get started:
Open the Settings Section
Head to the Settings area using the menu bar.On a desktop or laptop, you’ll find the Settings option listed clearly in the main menu.
If you’re using Lupa on a mobile device or if your window is a bit narrow, tap the three line icon in the top corner to expand the menu and find the Settings section.
Review Your Account Information
Once you're in Settings, Lupa will have already uploaded the information you provided in the “Data to be Supplied to Lupa” form. This may include practice details, contact info, or any other setup information.
Complete Your Setup
From here, take a few minutes to go through each section in Settings. Check that everything looks correct and fill in any missing details.Look out for any empty fields that may need to be completed.
Make sure your practice information, team members, and any necessary preferences are up to date.
Taking this time now ensures everything runs smoothly later on—reports will be accurate, client communications will use the right details, and your team will be set up with the right permissions.