The Set Up Complete page is the final stage in the Onboarding Wizard. It lists the steps that have been completed as part of the Onboarding Wizard. 

It is necessary to acknowledge the completion of these steps before the software allows the practice administrator to exit the wizard. Once the Onboarding Wizard is complete, the Dashboard displays.

The Petly Plans Administrator Training also opens in a separate tab on the browser so practice administrators can start their Petly Plans training.


To acknowledge completion

  1. Select the acknowledge check box to indicate to indicate each step of the wizard has been completed.
  2. Click Complete Setup.