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!
Create a new practice Lifecycle
- Select DASHBOARD
- Select LIFECYCLES
- Click ADD NEW LIFECYCLE
- Type 'Practice Lifecycle' in the Name field
- Choose 'Practice Lifecycle' from the Template drop-down list
- 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.
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).