Setup Guide

Wish-list

To add this design to your site, install the free Accelerate Patterns plugin. Wish-list it here, then find it in the plugin’s Catalog.

See it in the Catalog

How to prepare for your first appointment

Worth doing before we meet, and it saves time for both of us.

About 20 minutes

  1. Gather your paperwork

    Pull together anything relevant: past invoices, notes, plans and contracts.

    Hands sorting papers into folders on a desk

  2. Write down your goals

    A few lines on what you want to change, and roughly by when.

    Writing goals in a notebook

  3. List your questions

    Note anything you are unsure about. No question is too small to ask.

    A woman making notes at a kitchen table with a cup of coffee

  4. Confirm the time

    Reply to your confirmation email so we can hold the slot for you.

    A man checking his phone at a desk beside a laptop

About the Setup Guide design

Setup Guide walks a reader through a task as a numbered list of steps, with a note on how long it takes. It turns instructions into something easy to follow, and it fits on help pages, onboarding pages or within a how-to article.

You write a title, an intro and the time it takes, then add steps to a list, each with a heading and a short explanation. An option adds a picture to each step.

Good for

  • a clinic's first visit instructions
  • a software help center article
  • a contractor's preparation checklist