Using Storyline: How to...
Learn how Storyline works from top to bottom!Account Settings
How do I add my photo?
Uploading your photo or avatar to your account
How to create a new Storyline account
How to sign up for Storyline.
Setting up your account
How to set up and configure your account.
Storyline Intelligence
How to enable, disable, and configure Storyline Intelligence for your account.
Set up your account Subdomain
How to set up and edit your subdomain.
Download Your Business Associate's Agreement (BAA)
How to genearate and downlaod your Business Associates Agreement (BAA)
Adding & Deactivating Team Members
Inviting and managing team members accounts and setting roles and permissions.
Connect your bank account to accept payments
How to connect your bank account to accept credit card payments for your programs and waiting rooms.
Importing contacts
How to upload a list of contacts into your account (CSV file)
Customize Your Workspace
Using your dashboard filters to create custom automations and patient workflows.
How to set up your dashboard filters to create custom automations and patient workflows.
Programs
How to add someone to a Program
Adding a patient or person to any Program
Creating a new program
How to create and launch a new program
How to activate a Program
Change your program settings to "live".
Using manual ratings and evaluations
How to add human evaluations and ratings.
Add automated triggers and actions to your Program
How to set filters, triggers, and actions that run automatically.
Using Openstory self-enrollment
Get more people in your program automatically with automated self-enrollment
Set up paid programs and subscriptions
How to collect payments and subscriptions for paid programs.
Directed Sessions
How to use Directed Sessions to start and control in-person programs and sessions.
Using intro & exit videos
How to use intro and exit videos in your program sessions.
How to remove someone from a program
How to remove or delete a patient or study participant from an existing program.
The Library
The Library
How to use the Library.
Adding a Library component to your Program
How to access and and use the Library.
Waiting Rooms
Waiting room settings, access, patient intake, and payments
How to set up and configure your waiting rooms.
Set up waiting room payments, co-pays, and subscriptions
How to accept customized payments, co-pays, and subscriptions for your waiting rooms?
Data & Analyisis
Automated Data Payments
Enabling and disabling automated data and analysis payments
Directed Sessions
How to start a Directed Session
Generate a new Directed Session code
Troubleshooting
Why aren't some contacts receiving messages or invitations?
Why your massages may not be getting through.
Why is the page loading slowly?
What can make your pages take longer to load