Introduction
This article serves as a guide for new organizations on Spruce and it includes all of the most important concepts to understand and actions items to complete to get started using Spruce.
Exploring Spruce: How to make the most of your trial
Welcome to Spruce! We’re glad you have made the choice to explore the platform. If you’re in your trial period and are still evaluating whether Spruce is the right platform for you, you’re in the right place. Here are three important items to complete while you’re in a Spruce trial!
- Watch this introductory video showing the valuable features of Spruce
- Watch this video that shows you how to best utilize your trial period
- Obtain a Spruce phone number and test out some of the functionality
- Test placing calls through Spruce by calling our test number, (415) 275-6421
- Test receiving calls on Spruce by calling your Spruce number from your cell phone
- Test receiving SMS on Spruce by texting your Spruce number from your cell phone
- Once ready, sign up for a paid plan here so you can proceed with your onboarding process
Getting Setup with Spruce
Once you’ve signed up for a paid plan, the next step is to get your account fully configured and ready for use. To get fully onboarded onto Spruce, work through the items in the below checklist.
CRITICAL
- Sign up for one of our group training calls
- Transfer (port) your phone number
- Configure your phone number
- Register your business
Highly Recommended
- Obtain a Spruce fax number (can skip if you don’t plan to use Spruce for eFax)
- Add your teammates (can skip if you’re a solo practitioner)
- Add your first contact
- Upload your patients as contacts
- Set up your practice hours (Communicator Plan only)
- Create your call flow (Communicator Plan only)
- Invite a patient to Spruce
- Send a secure message
- Post an internal note
- Page a teammate (or yourself)
- Assign a conversation to a teammate
Bonus!
- Create a saved message
- Schedule a message to be sent at a later date
- Set up an auto-reply
- Set up an auto-welcome message
- Configure your integrations: Stripe, Hint Integration. or Elation Integration
- Send a bulk message
Material / Assets
- Video: The Fundamentals of Spruce
- Video: Perfecting Your Setup
- Video: All Specialty Demo
- Video: Why Spruce is valuable
- Video: How to make the most of your trial period
- Group Call, offered two times per week: The Fundamentals of Spruce
- Group Call, offered two times per week: The Communicator subscriber onboarding webinar