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Frequently Asked Questions

Find quick answers to common questions

How do I create my first campaign?

Navigate to the Campaigns section in your dashboard, click 'Create Campaign', choose your platform (email, SMS, social media), and follow the step-by-step wizard to build your campaign content.

What's included in my free trial?

Your 14-day free trial includes access to all features: Campaign Builder, Patient CRM, Reputation Management, Website Optimization, Social Media Marketing, and Practice Settings. No credit card required.

How do I invite team members?

Go to Settings > Team Management, click 'Invite User', enter their email address and select their role. They'll receive an email invitation to join your practice account.

Can I import my existing patient data?

Yes! You can import patient data via CSV file upload. Go to Patients > Import Data and follow the mapping instructions to match your existing data fields.

Still Need Help?
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