Carepatron · First-time user experience

First-run flows: goals and plan

Each feature has one job: get a brand-new user to value in their first session, not weeks later. For each one, here is the goal, where it stands today, the proposed target, and the order we suggest building in. Open any prototype and use the Today / New first-run toggle to compare.

Where to focus

  1. Flow 1 · hero AI Scribe. The one feature no competitor gives away free. Card position 1 on the dashboard. Start the engineering feasibility chat early (no deep link, sample render).
  2. Wave 1 · quick wins Billing, then Your Team, then Calendar. Lowest build, routing already unblocked or a narrow ask. Ship these first.
  3. Wave 2 · high impact Templates, then Clients. More design, bigger payoff. Templates also feeds AI Scribe and intake.
  4. Wave 3 · gated Workflows. Needs a template and a booking to exist first, so it follows Wave 2.
  5. Parked Inbox and Insurance. No fast first-session win, secondary track.
Now = verified week 1 rate (new signups who finished onboarding, core markets). Target = proposed lift, to ratify with the team. Week 1 means the user's first 7 days.

Flow 1: the hero

card position 1, the moment that sells the product
AI Scribe

See a finished note in the first session

Goal: generate a real clinical note in the first session. Today the first note typically lands about 30 days after signup.
Now0.67%
→
Target5%
week 1 first note. Starts near zero, so the biggest upside.
Completion: note_generation_validated
Open prototype

Wave 1: quick wins

ship first, lowest build

Billing

Quick win
Goal: connect Stripe and be ready to get paid in the first session. Today that takes about 36 days.
Now~0%
→
Target5%
week 1 real Stripe connect
Completion: Stripe Connect onboarding completed
Open prototype

Your Team

Quick win
Goal: invite a team member in the first few minutes, prompted by a magic link as they land.
Now5.4%
→
Target8%
week 1, team accounts
Completion: create staff
Open prototype

Calendar

Lowest build
Goal: connect a calendar so nothing double-books, in the first session.
Now11.6%
→
Target16%
week 1 calendar sync
Completion: syncCalendar · video meeting started
Open prototype

Wave 2: high impact

more design, bigger payoff

Templates

High impact
Goal: land on a usable template that matches the user's profession, with no confusion over which type to pick.
Now12.1%
→
Target18%
week 1 first template
Completion: create template or Imported template
Open prototype

Clients

Extend Nanz
Goal: get real clients into the list in the first session, with a migration call for switchers.
Now21.5%
→
Target27%
week 1 add or import
Completion: create client or import client data
Open prototype

Wave 3: gated by prerequisites

needs a template and a booking first

Workflows

Dependency-gated
Goal: switch on one prebuilt automation that saves time, in one tap.
Now2.0% / 5.6%
→
Target8% / 10%
week 1 reminders / intake
Completion: new reminder added · workflow enabled
Open prototype

Online Booking

Flow 2
Goal: preview the live booking page and share the booking link in the first session. Strongest conversion-linked action.
Now10.1%
→
Target15%
week 1 share or copy link
Completion: Booking link copied (no real publish event yet)
Open prototype

Branding

Quick win
Goal: brand the booking page with a logo and colors, with a live preview, in the first session.
Now10.3%
→
Target14%
week 1 logo or color saved
Completion: customBranding
Open prototype
Baselines are verified week 1 rates from PostHog (new signups who completed onboarding, core English and Stripe markets). Targets are proposed lifts to ratify with the team, not yet committed. Billing and Online Booking carry instrumentation gaps (the old payments step over-counts; there is no real publish-booking event), noted in each spec. Full specs, the engineering questions, and Inbox sit in the vault under Onboarding-Dashboard / FTUE-Multi-Feature-Index.