When we launched, getting a clinic from sign-up to live appointments took an average of four hours and required a dedicated onboarding call with our team. That was acceptable for ten clinics. It was not acceptable for hundreds. We rebuilt the onboarding experience from scratch — and the result is a guided, self-serve workflow that takes under an hour.
The new onboarding flow
The new onboarding wizard has seven steps, each taking under five minutes: clinic profile setup, staff invitation and role assignment, appointment type configuration, availability calendar setup, document template selection, payment settings and patient invite flow. The wizard can be completed entirely without a call with our team — though our onboarding specialists are available via chat throughout.
What happens after onboarding
Once the wizard is complete, the clinic is live: patients can book appointments, the clinic can issue documents and record access is enabled. There is no waiting period and no approval process for clinics that have passed our standard registration verification.
Support beyond day one
Onboarding is a beginning, not an end. Every new clinic is assigned a customer success manager for the first 90 days, with monthly check-ins to review adoption metrics and identify any features that haven't been configured but would add value.