We've created this 'Getting started' guide to help you set up your workspace, and then build on the basics! There are lots of ways to support your patients in Storyline (but you don't need to cover them all right away to get started). 

In this article we'll cover what you need to set up your account, add your team members, and set up your first waiting room and Program.

Customize your profile
Permissions and how they work

We also cover just a bit more about next steps.

Note: Are you creating a new account? We have a guide for that too!
Take a look here >

(Total time: 2 minutes)
Add your avatar or photo, title, location, and edit your password.

An overview of roles and permissions and why your account might look different than other team members.

What' next?

Customizing your dashboard and workflow

Patient marketing and Messaging