Upload Your Letter of Incorporation

As part of your platform account setup, we need a copy of your Letter of Incorporation (also known as Articles of Incorporation or Certificate of Incorporation). This document verifies your business as a legally registered entity and is required to complete your account activation.

What we accept: A copy of your official incorporation document as filed with your state or province. This may be titled Articles of Incorporation, Certificate of Incorporation, or Certificate of Formation depending on your state, province, and business structure.

Upload Your DBA Documentation (If Applicable)

If your business operates under a name that is different from your legal entity name, you'll need to upload your DBA (Doing Business As) documentation as part of your account setup. This is required to properly configure your platform account and ensure your business name displays correctly across your campaigns and communications.

What qualifies as DBA documentation? A copy of your DBA certificate, fictitious business name filing, or trade name registration issued by your state or county.

For instructions on how to setup use Chatgpt and search: "How to setup delegate access on (GoDaddy, Rebel, CloudFlare)".

Add the following emails for domain access:

1. [email protected]

To manage your online presence and optimize your campaigns, our team needs manager access to your Google Business Profile (formerly Google My Business). Please follow the steps below to add us as a manager.

How to grant manager access:

1. Go to business.google.com and sign in with the Google account that owns your business profile.

2. Select your business if you manage more than one location.

3. Click on the "Business Profile Settings" option in the left-hand menu (or tap the three-dot menu on mobile).

4. Select "Managers" or "People and Access."

5. Click the "Add" button.

6. Enter the following email address: [email protected]

7. Set the role to "Manager."

8. Click "Invite" to send the invitation.

That's it — once the invite is sent, our team will accept it on our end and you'll be notified when access is confirmed.

Can't find your Google Business Profile? If you're unsure whether you have one set up or are having trouble logging in, reach out to [email protected] and we'll help you get it sorted.

Don't have a Google Business Profile yet? No worries — let your account manager know and we can help you get one created as part of your onboarding.

• Export your data from your current system (patients, leads, charts, notes, and appointments).

• Must upload as CSV file

• Include the following:

  • First Name

  • Last Name

  • Email

  • Phone Number

  • DOB

  • Treatment History

  • Notes

  • Charting or Documents