One of the biggest barriers to adopting new practice management software is the perceived setup headache. Many therapists stay with inefficient systems or no system at all because they assume that migrating to a digital platform will consume an entire weekend of their time.
ReadySetConnect was designed to eliminate that barrier. The platform is intentionally built for therapists who don’t have an IT department, who don’t have time for a multi-week implementation process, and who need to be up and running as quickly as possible.
This guide walks you through the actual setup process, step by step, from creating your account to scheduling your first client session. For most users, the entire process takes less than 15 minutes.
Step 1: Create Your Account (2 Minutes)
Head to app.readysetconnect.com and click Sign Up. You’ll need your name, email address, and a password. That’s it. No credit card is required for the Free plan, and there’s no approval process or waiting period. Your account is active immediately.
Once you’re in, you’ll see the main dashboard. This is your command center that manages scheduling, client records, documentation, and settings are all accessible from here.
Step 2: Complete Your Profile (2 Minutes)
Click on your account settings and fill in your practice information: your name, credentials, practice name, phone number, and address. This information populates your session records and any client-facing communications, so accuracy matters.
If your practice has a logo, you can upload it here. This is especially relevant if you plan to use the platform’s document features, where your branding appears on records and communications sent to clients or caregivers.
Step 3: Add Your First Client (3 Minutes)
Navigate to the Client Management section and click Add Client. You’ll enter the client’s name, date of birth, contact information, and any relevant clinical details. For pediatric practices, this is also where you add caregiver information.
ReadySetConnect supports bulk imports for practices transitioning from another system. If you have client data in a spreadsheet or another platform, you can upload it in bulk rather than entering each client manually. This is available on the Essential plan and above.
Each client gets their own secure profile where all session notes, progress data, assessments, and documents are stored in one accessible location.
Step 4: Set Up Your Schedule (3 Minutes)
Open the Calendar and Scheduling section. Here you’ll set your available hours, create time blocks for different service types, and schedule your first appointment.
To schedule a session, simply click on a time slot, select the client, choose the session type, and confirm. If it’s a recurring appointment, which most therapy sessions are, you can set the recurrence pattern (weekly, biweekly, etc.) and the system will automatically populate future sessions.
Appointment reminders are enabled by default. Clients and caregivers receive automated text and email reminders before each session, which dramatically reduces no-shows without any effort on your part.
Step 5: Configure Your Documentation Templates (3 Minutes)
Before your first session, take a moment to review the documentation templates available in ReadySetConnect. The platform comes with pre-built SOAP note templates that you can use as-is or customize to match your clinical workflow.
For speech therapists, the templates include fields for articulation targets, language goals, and fluency measures. For ABA providers, there are behavior data fields and skill acquisition tracking. For occupational therapists, you’ll find motor skills assessment sections and ADL tracking.
You don’t need to build templates from scratch. Browse the pre-built options, select the ones that fit your specialty, and you’re ready to document.
Step 6: Run Your First Session (2 Minutes of Setup)
When your scheduled session time arrives, everything you need is already in place. Open the client’s profile, review their information, and start your session. If you’re conducting a teletherapy session, ReadySetConnect’s built-in HIPAA-compliant video platform launches directly from the client’s profile—no separate app needed.
During or immediately after the session, open the documentation template and complete your notes. Progress data is captured automatically to the client’s tracking dashboard, building a clinical record that grows with every interaction.
Click save, and your first session is documented, stored securely, and accessible from any device.
What About the Mobile App?
If you work across multiple locations or provide home-based services, the ReadySetConnect mobile app (available for iOS and Android) gives you full access to your schedule, client records, and documentation tools from your phone or tablet. You don’t need to wait until you’re back at your desk to complete notes or check tomorrow’s schedule.
What Happens After Setup?
Once your account is configured, your ongoing workflow becomes remarkably simple. Each day, you check your schedule, run your sessions, document as you go, and the system handles reminders, progress tracking, and record storage automatically.
As your practice grows, you can upgrade to the Essential plan for unlimited clients and teletherapy, add team members, and explore the integrated CEU courses for professional development without leaving the platform.
The key takeaway: the 15 minutes you spend setting up ReadySetConnect today will save you hours every week for the life of your practice. That’s not a sales pitch—it’s simple arithmetic.
Set up your free ReadySetConnect account in 15 minutes. No credit card. No sales call. Just go to readysetconnect.com and click Sign Up. ➔
Frequently Asked Questions
Do I need any technical skills to set up ReadySetConnect?
None. If you can use email and a calendar app, you can set up ReadySetConnect. The interface is designed for clinicians, not IT professionals.
Can I import data from my current system?
Yes. The Essential plan supports bulk imports from spreadsheets and other platforms. If you’re migrating from another EHR, you don’t need to re-enter client data manually.
What if I get stuck during setup?
ReadySetConnect includes live support on every plan, including the Free plan. You can reach the support team by phone at 725-210-6670 or email at rsc@readysetconnect.com.
Is the Free plan really free, or is there a catch?
The Free plan is genuinely free forever. It includes scheduling, documentation, appointment reminders, progress tracking, and live support for up to 5 clients. The only limitation is the client cap and the absence of teletherapy, both of which unlock on the Essential plan at $29/month.
