Onboarding - SmileSnap

Your priorities are our priorities.

SmileSnap’s onboarding services are here to support you, every step of the way. When you purchase onboarding with SmileSnap, we’ll build a customized onboarding plan together that’s designed to help you reach your most important goals, faster.


Why onboard with SmileSnap experts

With any new software, it can be hard to figure out where to start, how to measure impact, and how to see results quickly. Our services team is here to help people who want to grow their business, but are concerned about:


A custom onboarding plan based on

Your highest priority goals with SmileSnap
 The size & complexity of your practice
 The SmileSnap package you purchased
 Your current workflows and how they integrates with SmileSnap

When you complete your onboarding with SmileSnap, you’ll be confident using SmileSnap to reach your goals.

Two purposeful sessions to ensure success

Looking for a top-to-bottom tour of the SmileSnap platform? Let our team of friendly onboarding experts be your guide. This is the best choice for maximizing the value you get out of SmileSnap.

Foundational Onboarding Session

During your first 50 minute session, an Onboarding Specialist will work with you to:
– Explore tools and features of particular interest
– Get your widget setup and ready for integration
– Familiarize with the dashboard & create a plan of action
– Provide a recording for other team members

Customization Onboarding Session

1-2 weeks after your Foundational Session, you’ll have a 50-minute customization session to go over:
-Develop workflow and processes to easily and successfully manage your virtual consultations
-Identify and assign team members specific roles in the process
-Review scripting and messaging to communicate your virtual consultation option to new patients and leads
-Create a follow up protocol to increase your number of starts!

Want to learn more? We can help customize an onboarding plan that's right for you.

Get more information!

Get More Information or Schedule Onboarding