ATC Onboarding Concierge Service

Step 1 - Let's Get Started

 

Welcome to the ATC Onboarding Concierge Service. My name is Sam, and I am your concierge. I am going to take you through the steps to get you up and running as quickly as possible.

Let's get started!

 

1
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Invite me to join your Crowd

  1. Log in to ATC here
  2. Select DASHBOARD
  3. Select INVITE NEW USERS
  4. Enter my email address (sam.light@triaster.co.uk)
  5. Click SEND INVITE

Don't worry! ATC is entirely secure and confidential, I will show you how to remove me from your Crowd as soon as onboarding is finished.

 

2
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Create a new practice Lifecycle

  1. Select DASHBOARD
  2. Select LIFECYCLES
  3. Click ADD NEW LIFECYCLE
  4. Type 'Practice Lifecycle' in the Name field
  5. Choose 'Practice Lifecycle' from the Template drop-down list
  6. Click ADD

Lifecycles are an incredibly important part of working with ATC. We will be focusing on them a great deal during the onboarding process.

3
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Wait for my practice input

Look out for my input which I will post shortly (you will receive an email informing you), and we will take it from there!

 

 

 

 

(Should you prefer not to work with me or to go at a faster pace through the introduction to ATC, our help articles give detailed methods of configuring your Crowd and processing your first feedback. You can view the help here).