Account Activation Guide — getting your clinic live

A complete walkthrough of the six steps to activate your Healthaide clinic account: create your login, set brand identity, confirm domains and email, invite your team, publish your catalog, and run a test order to go live.

Overview.

Our team has already built your platform — portals, branded domains, product catalog, provider connection, and automations are all configured. This guide covers the final steps only you can complete. Most clinics finish in under an hour. Follow the steps top to bottom.

The six steps.

01 — Create your account and log in

02 — Set your brand identity and colors

03 — Confirm your domains and email sending

04 — Invite your team

05 — Review and publish your catalog

06 — Run a test order and go live

See the individual SOPs below for detailed instructions on each step.