Onboarding Setup
Setting up your AyloCare workspace starts with a quick and user-friendly onboarding process. This setup takes only 5–7 minutes to complete and is mandatory before you can begin using the platform.
You’re not just getting a tool — you’re building your own digital mental health business with your unique style, branding, and needs in mind.
You can revisit any previous step before finishing, and a progress bar at the top of the screen shows you exactly where you are in the process.
What to Expect
The onboarding is divided into 5 simple steps:
Welcome Step
A warm introduction to AyloCare and what’s coming next. It’s your invitation to build something personal and professional with ease.
Brand Settings
Set your brand name, practice type (Solo or Group), main fields of service, and contact details. This step helps personalize your platform from the start.
(Note: Social media links and advanced branding options are available later in Settings.)
Theme Settings
Choose your color theme, upload your logo, select a font family, and set your preferred language. This step is identical to the full Theme Settings page.
Client Portal Settings
Enable or disable key features like Notes, Tasks, File Sharing, Google Login, Email Confirmation, and Calendar access. This matches the full Client Portal Settings available later in your workspace.
Final Settings
Set your timezone, availability by day, and choose whether to enable appointment visibility, notifications, SMS alerts, and more. These final touches prepare your system for real-world usage.
Why It Matters
You must complete the onboarding to activate your account and access the platform.
- It ensures your platform is fully configured and personalized from day one.
- You’ll save time later by setting up the essentials early.
- All choices made during onboarding can be revisited and modified from the Settings section at any time.
After Onboarding
Once you complete the process:
- You’ll be redirected to your personalized AyloCare dashboard.
- From there, you can invite clients, create appointments, upload documents, and much more.
- Want to refine your settings? Visit the Settings section in the sidebar to adjust branding, domains, notifications, and more.
If you need additional assistance or have questions about your onboarding, please reach out to AyloCare Support.