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UI onb new page - omnipractice

Onboarding -new page after parctise info

About your role

Are you seeing clients as part of this practice?

This helps us create a relevant profile and personalize your setup.

Buttons:

Yes, I see clients

No, I manage the practice

Follow-up (if Yes)

Select your license type

Optional image : a snippet of user dp profile and owner and clinician tag

Option B: Slightly more activation-oriented title

If this step sits right before scheduling:

Before you schedule your first session

⁠

The "License Type" Win

Your idea to add License Type (LMFT, LCSW, MD) is excellent for two reasons:

Low Friction, High Ego: It takes 2 seconds to select from a dropdown, but it immediately makes the product feel "Medical" and "Professional" rather than generic.

The "Payoff": As you noted, you can display this in the scheduling modal later ("Amy Adams, LMFT"). This is a subtle "Value Moment"—seeing their professional title in the software makes it feel real.

Most users in self serve funnel a provider themselves and this allows to create a provider profile for them , so that they are ready for scheduling

Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.