The Practice workspace is the owner's and manager's front door. It puts the whole practice on one page and keeps configuration, staff and money one click away.
Before you start
- The Practice workspace is available to owners, practice managers and administrators.
- Other roles will not see it in the workspace switcher.
Steps
- Sign in. Owners, practice managers and administrators land in the Practice workspace automatically. If you are elsewhere, use the workspace switcher at the top of the side menu and choose Practice.
- Read the Practice overview page. Across the top are today's figures: Staff, Invitations open, Diary used today, Recalls overdue, Failed sends, 7d and Set-up.
- Use the quick actions: Invite staff, Configure practice, Performance and Book appointment.
- While setup is incomplete, work through the Getting started card. It lists what the practice still needs and opens each screen for you.
- Check Today's schedule and Up next for the day's appointments, and the Patients panel for recent patient activity. Add appointment and Book start a booking without leaving the page.
- Use the side menu. In this workspace the main items are Overview, Diary, Patients, Recalls, Performance, Ledger, Treatments, Staff & access, Audit and Settings.
- Open More for the tools you use less often: Concierge, Welcome & forms, Treatment plans, Scribe, Referrals and Aura.
- Open Audit to see who did what. Every change to patients, bookings, notes, payments, staff and settings is recorded.
What happens next
The Overview refreshes each time you open it. Failed sends, 7d rises if patient messages are not going out; open Settings → Patient messaging to check the Email and SMS rows. Recalls overdue links to Recalls.
If your practice is part of a group, a practice selector appears and some pages offer an All practices view for group-level reading. Record-level work stays inside one practice at a time.
Common problems
- Performance is missing from the menu — you are an administrator. Practice-wide revenue is for owners and practice managers only.
- The Getting started card has gone — it retires when every required item is complete. The full checklist remains under Settings → Getting started.
- I keep landing in Reception — Maxillo remembers your last workspace. Switch back to Practice and it will remember that instead.