Guided Tours
Praxi includes a built-in guidance system that walks you through key features with step-by-step tours. Each tour spotlights individual interface elements and explains what they do, so you can learn at your own pace.
Learn the workspace first
Start with Home and Navigating Praxi for a short guide to desktops, widgets, toolbar icon grids and saved pages. The welcome orientation points out the toolbar, quick search, Praxi AI and notifications. Tours are optional; you can use the toolbar immediately without completing one.
Spotlight tours are currently available on desktop. On a small screen, use these guides and the responsive Getting Started checklist instead.
Getting Started Widget
When you first log in, you'll see a Getting Started card on your Home page. It shows your onboarding progress and contains a checklist of setup tasks.
Each checklist item links to a specific page and — where available — launches a guided tour that highlights the important elements on that page.
Checklist Items
The checklist is tailored to your role. Practice owners see billing and team setup items, while practitioners see clinical-focused items. Common items include:
| Item | Tour | Who sees it |
|---|---|---|
| Complete your profile | Account Settings Tour | Everyone |
| Set up practitioner profile | Practitioner Profile | Practitioners, supervisors, interns |
| Add your first client | Clients Page Tour | Everyone |
| Schedule an appointment | Calendar Tour | Everyone |
| Write a clinical note | Clinical Notes Tour | Practitioners, supervisors, interns |
| Set up billing | Billing Settings Tour | Practice owners, managers, accounts |
How Tours Work
When you click a checklist item:
- You're navigated to the relevant page
- A spotlight overlay highlights the first element
- A callout card explains what the element does
- Use Next / Back to step through, or Skip to exit
- Keyboard shortcuts:
→orEnterfor next,←for back,Escto skip
Each tour step may include a Learn more link that opens the relevant documentation page in a new tab.
Dismissing Tours
- Skip a tour: Click the X button or press
Escon any step. The tour won't show again unless you reactivate it. - Close the widget for now: Click the close dropdown and select Close for now. It reappears on your next session.
- Hide permanently: Select Don't show again. You can reactivate later.
Reactivating Tours
If you've dismissed the Getting Started widget or completed all items, you can restart the tours:
- Go to Settings > System > Praxi AI
- Turn on Show Getting Started Guide
This brings the Getting Started card back on your Home page so you can revisit the checklist and relaunch its tours.
Available Tours
Account Settings Tour
Walks through your profile photo, name and title fields, contact details, practitioner profile link, and password security.
Learn more: First Login
Practitioner Profile Tour
Covers your AHPRA registration number, endorsements and modalities, and qualifications.
Learn more: AHPRA Compliance
Clients Page Tour
Shows you how to add clients, search and filter the client list, and navigate client records.
Learn more: Managing Clients
Calendar Tour
Introduces the appointment creation button, view switcher (Day/Week/Month/ Agenda), and availability mode.
Learn more: Calendar Overview
Clinical Notes Tour
Guides you through creating notes with templates, filtering by status, managing templates, and searching notes.
Learn more: Creating Notes
Billing Settings Tour
Walks through online payment setup (Stripe), payment terminal configuration, and health fund claiming.
Learn more: Billing Overview
Billing Page Tour
Shows the invoice creation flow, status filters, and export functionality.
Learn more: Invoice Management
Tips
- Tours only play when you activate them — they never auto-start
- You can revisit any completed checklist item to replay its tour
- Each tour step's Learn more link opens documentation in a new tab so you don't lose your place
- The AI assistant can also help -- the checklist sends a contextual greeting to the AI panel when you click an item