Simple Onboarding Service

It doesn’t matter if you are getting setup with your first clinic CRM, or switching from a different system. Our onboarding experts will create a custom plan for your circumstances so you can hit the ground running.

Looking for a CRM upgrade?

Welcome to the perfect solution!

Data Transfer
Seamlessly import your data from your old system, ensuring no data is lost in the process.

Template Replication
As part of the migration, you can reproduce any document templates you’ve previously set up.

Fast Transition
Switching to our system is quick and hassle-free. On average, the process takes only a few days.

Our Onboarding Support
Our dedicated team is committed to helping you set up on our platform, from importing contact data to providing pre-made document templates.

Tailored Onboarding Plan
Whether you’re setting up your first clinic CRM or migrating from another platform, our onboarding specialists will devise a customized plan that ensures a quick and smooth start.

Calendar & Payment Setup
Activate your calendar in just 30 minutes. Our system is already integrated with most clinic services. Simply update the names, input your prices, and you’re good to go.

Ready-made Templates
Avoid the labour of creating documents from scratch. Our wide range of templates are ready for use, and we’ll guide you on the necessary templates needed for a quick setup.

Start working immediately

We'll assist you in setting up on our platform

From pre-made document templates to importing contact data from other systems, our onboarding team is committed to helping newcomers establish their accounts.

Our Onboarding Assistance

Whether you’re initializing your first clinic CRM or migrating from a different platform, our onboarding specialists will design a tailored plan to suit your needs and ensure a quick start.

Calendar & Payment Setup

Activate your calendar within 30 minutes. Our ready-made options mean that most clinic services are already integrated into our system. All you need to do is update the names, input your prices, and you’re all set.

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WHY USE US?

Our team are the experts in business management software! We have 16 years of experience in the industry, so you can trust that you’re in good hands.