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.

Account Settings to customize your account
Waiting Rooms for live telemedicine
Payments how to set up your account to accept payments
Adding team members to your account

We also cover just a bit about the Library, Templates and custom Programs.

Note: Are you joining an existing team? We have a guide for that too!
Take a look here >

1. Add your account info, logo, subdomain, phone number, and time zone (Total time: 2 minutes)
Add your logo and check your address, phone number and time zone.

2. Sign BAA (Total time: 2 minutes)
Execute a BAA with Storyline to stay HIPAA compliant.

3. Connect a payment gateway to accept payments (Total time:10 minutes)
Connect your Storyline account through a secure payment gateway to accept payments. No financial data for you or your patients ever transits Storyline or is stored on our servers.

2 minute video:

1. Setup your first Waiting Room (Total time: 3 minutes)

2. Set notification preferences (Total time: 1 minute)

3 minute video:

1. Add team members and...

2. Set permissions for your team by role (Total time: 5 minutes)

1 minute video

1. Set your profile picture and info (Total time: 2 minutes)

Congratulations! Your Storyline account is set up and now you're ready to get going.