Carepatron · First-time user experience

Per-feature first-run flows

Clickable prototypes of the first-run experience for each feature, in the in-product design system. Each one gets a brand-new user to a real magic moment in seconds. Open any page and use the Today / New first-run toggle (top right) to compare against the current experience.

Flow 1 · the hero

AI Scribe

The card opens with a preloaded, profession-matched sample transcript. One Generate turns it into a finished clinical note in seconds, then hands off to the user's own first session.
Completion ticks on note_generation_validated
Open prototype

Online Booking

Flow 2
Preview your live booking page, prefilled with your services, then copy the link in one tap.
Booking link copied
Open prototype

Billing

Quick win
An empty table becomes a branded sample invoice and one Connect Stripe.
Stripe Connect onboarding completed
Open prototype

Your Team

Easy win
A magic-link invite takeover replaces the demo teammate on first landing.
create staff
Open prototype

Calendar

Lowest build
Connect Google or Outlook over a demo week so nothing double-books you.
syncCalendar · video meeting started
Open prototype

Templates

High impact
A profession-matched, type-labelled starter set with one-tap Use this. Fixes the type confusion.
create template or Imported template
Open prototype

Clients

Extend Nanz
Paste a few clients and watch them land, with a migration call offered to switchers.
create client or import client data
Open prototype

Workflows

Dependency-gated
Turn on a prebuilt automation with a plain-English line for exactly when it fires.
new reminder added · workflow enabled
Open prototype

Branding

Quick win
Drop in a logo and brand color and watch your booking page repaint live.
customBranding
Open prototype
Inbox is deprioritised and not included: it is a shared email inbox with near-zero usage and no clean completion event. The specs, build order and consolidated engineering questions live in the vault under Onboarding-Dashboard / FTUE-Multi-Feature-Index.