When getting started with Updox Forms and Text, make sure to follow this checklist to ensure your practice will be set-up for long-term success. The links will take you to relevant articles as needed!
- Create user accounts under Menu - Admin - Users with this guide.
- Watch this quick video on getting started with Forms.
- Review the following articles:
- Set-up templates and review the most common text template to use with forms.
- Register for the Updox Community to unlock customer only content, be connected to thousands of users across the nation and ask questions around best practices.