Getting Started

Understanding your first steps with your new practice management system

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

Welcome to Semble!

We want to make sure your journey setting up your new system is as seamless as possible.

Click on the image below to get a quick breakdown of what happens next, or select a topic from the table of contents for more detail:


1. Welcome Email

When you have received an email from the Onboarding team, you will be able to select an appointment time for your Semble onboarding call. If the times suggested don't work for you, feel free to request a different time and the team will see what they can do to accommodate your request. In this email you will also be sent a check-list which will need to be completed before your call.


2. Onboarding Call

On the day of your call, at the scheduled time of your appointment, you will need to click the video link in the meeting calendar invite to start the call.

During this call, the specialist will make sure that you were able to complete all items on the check-list and you will have the opportunity to ask any questions.


3. Follow Up Email

When your call ends, you will receive an email with instructions on how to proceed with learning your new system. This will also include links to the Semble Help Centre.


4. (Optional) Semble Migration

If your practice previously used a different management system, you may want to migrate your data over to Semble. During the onboarding call, the account manager will be able to give you more insight into how this works. For more information on migrations, see here.


5. Data Check (if migrating data)

If you have signed up for a migration, the Customer Success team will send you an email letting you know that your migration has been completed. From the point of receiving this email, you will have two weeks to check your data and ask any questions related to your data migration.


6. Check-ins

You're all set and ready to go! The Customer Success team will check-in every now and then to see how you are getting along with your new system, and will offer their assistance in case you need it. We want to make sure your setup is as smooth as possible!


7. Setting you up for Success

If you need any additional help throughout this process, then please browse the following resources:

For any other questions, please contact our Customer Success team at: support@semble.io . They are available between Monday and Friday 8am-6pm (excl. bank holidays). Over the weekend we do have an emergency team available, but for urgent cases only.

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