Documentation
The Field Guide
Field is a practice management platform. This guide covers how it works, how to set up your practice, and — if you're a client — how to use the portal your operator set up for you.
How Field works — the pipeline
New to Field — start here
Start here
Step 0
What Field is
The platform, the template model, the pipeline, and the three relationships.
Read first →
Step 1
Set up your practice
Create your account, choose your plan, and configure your hourly rate.
Get started →
Step 2
Add your first client
Onboard a client, run a scan, and start your first work cycle.
Add a client →
Step 3
Configure AI
Set up your API key for email triage, inline assessment, and Cmd-K.
Set up AI →
OperatorsGuides for running your practice
Understanding FieldPlatform concepts & reference
Platform concepts
Your WordPress template
For clients
Your operator set up Field to manage your website. Here's how to use it.