Getting Started with SeeUWell

Welcome to SeeUWell! This guide will help you get up and running with the platform quickly and confidently. Whether you're managing appointments, communicating with clients, or organizing your daily tasks, SeeUWell provides the tools you need to streamline your workflow.

What is SeeUWell?

SeeUWell is a comprehensive all-in-one platform designed specifically for healthcare, dental, and community service organizations. It brings together all your essential tools in one place:

With SeeUWell, you can spend less time on administrative tasks and more time providing excellent care to your clients.

System Requirements

SeeUWell is a cloud-based platform accessible from any modern web browser. For the best experience, we recommend:

Web Browsers (Desktop)

• Google Chrome (recommended)
• Mozilla Firefox
• Microsoft Edge
• Safari

Mobile Devices

• iOS 13 or later (Safari or Chrome)
• Android 8.0 or later (Chrome)
• Native mobile app available for iOS and Android

Internet Connection

• Stable broadband connection (minimum 5 Mbps recommended)
• VoIP calling requires stable connection for best quality

Screen Resolution

• Minimum 1280x720 pixels for desktop
• Mobile-responsive design for smartphones and tablets

Logging In

First-Time Login

1. Receive Your Credentials
   • Your system administrator will send you an email invitation
   • The email contains a secure magic link for first-time access
   • Click the link to begin the setup process
2. Set Your Password
   • After clicking the magic link, you'll be prompted to create your password
   • Your password must:
     • Be at least 8 characters long
     • Include uppercase and lowercase letters
     • Contain at least one number
     • Include at least one special character (@, #, $, etc.)
   • Click "Set Password" to complete setup

   Screenshot: First-time password creation screen

   Image: password-setup-screen.png

3. Access the Platform
   • After setting your password, you'll be automatically logged in
   • Your login URL is typically: account.SeeUWell.com or your custom domain
   • Bookmark this page for easy access

   Screenshot: SeeUWell login page

   Image: login-screen.png

Regular Login

For subsequent logins:

1. Navigate to account.SeeUWell.com (or your organization's custom URL)
2. Enter your email address and password
3. Click "Sign In"

Forgot Password?

1. Click "Forgot Password?" on the login page
2. Enter your email address
3. Check your email for a password reset link
4. Click the link and follow the instructions to create a new password
5. You must reset the password within the given time frame (usually 24 hours)

Understanding Your Dashboard

After logging in, you'll land on your Dashboard – your command center for daily activities. The dashboard provides a live overview of your business performance, appointments, tasks, and key metrics.

Dashboard Components

1. Top Navigation Bar

• Sub-Account Selector – Switch between different locations or accounts (if applicable)
• Search Bar – Global search for contacts, appointments, conversations, and more
• Notifications – Bell icon shows alerts, task updates, and system notifications
• User Menu – Your profile picture/initials with dropdown menu

2. Left Sidebar Navigation Menu

The left sidebar provides quick access to all major platform sections:

• Dashboard – Overview and metrics
• Conversations – Unified inbox for all communications
• Calendar – Appointment scheduling and management
• Contacts – Client database and CRM
• Opportunities – Sales pipeline and deal tracking
• Payments – Transaction history and invoicing
• Marketing – Email campaigns, SMS broadcasts, and social posting
• Sites – Website and funnel builder
• Workflows – Automation builder
• Reporting – Custom dashboards and analytics
• Memberships – Course and membership site management
• Settings – Account configuration and preferences

3. Dashboard Widgets

Your dashboard displays customizable widgets showing:

• Today's Appointments – Upcoming scheduled meetings
• Conversion Rate – Lead-to-customer conversion percentage
• Pending Tasks – Action items requiring attention
• Lead Source Report – Origin tracking for your leads
• Pipeline Value – Total value of opportunities in your pipeline
• Recent Activity – Latest contacts, messages, and actions
• Opportunity Stages – Visual breakdown of where leads are in your pipeline

Note: You can create multiple custom dashboards and set a default view for your team.

4. Quick Action Buttons

The blue "+" button (bottom right) provides quick access to:

• Create Contact – Add a new client
• Create Opportunity – Add a deal to your pipeline
• Create Task – Set a reminder or to-do
• Create Appointment – Book a calendar slot

Navigating the Platform

Using the Main Menu

The left sidebar provides access to all major sections. Here's what each section contains:

Search Functionality

The Global Search Bar (top of screen) allows you to quickly find:

• Contact names, phone numbers, or email addresses
• Appointment details
• Conversation threads
• Opportunities and pipeline deals
• Workflow names

To search:

1. Click the search icon in the top navigation bar
2. Type your search query
3. Results appear instantly with categories (Contacts, Appointments, Opportunities, etc.)
4. Click any result to navigate directly to that record

Setting Up Your Profile

Personalizing your profile helps clients and colleagues identify you easily and ensures proper notification delivery.

Update Your Profile Information

1. Click Settings in the left sidebar navigation menu
2. Navigate to "My Profile" or "Personal Settings" section
3. Update the following information:
   • Profile Photo – Upload a professional photo (appears in conversations and calendar bookings)
   • Full Name – Your display name
   • Email Address – Your work email (used for system notifications)
   • Phone Number – Your direct line
   • Time Zone – Critical for accurate appointment scheduling
4. Click "Save" or "Update"

Configure Notification Preferences

1. Navigate to Settings → Notifications (or access via profile menu)
2. Choose notification channels:
   • Email Notifications – Receive alerts via email
   • SMS Notifications – Get text message alerts
   • In-App Notifications – See notifications within the platform
   • Desktop Notifications – Browser push notifications (requires permission)
3. Customize notifications for specific events: new conversations or messages, appointment bookings and cancellations, task assignments and due dates, opportunity stage changes, workflow completion, system announcements and updates
4. Set Do Not Disturb hours if needed
5. Click "Save Preferences"

Set Your Calendar Availability

If you manage appointments and need to be bookable:

1. Go to Calendar in the main menu
2. Click on "Calendars" tab
3. Select your calendar or create a new service calendar
4. Click "Availability" settings
5. Configure:
   • Working Hours – Set your available hours for each day of the week
   • Date-Specific Hours – Override for specific dates
   • Buffer Time – Add padding between appointments
   • Minimum Notice – Require advance booking (e.g., 24 hours notice)
   • Date Range – How far in advance clients can book
6. Click "Save"

Note: If you're part of a round-robin calendar, both your individual availability AND the calendar's availability must align for bookings to work.

Key Features Overview

1. Appointment Scheduling (Calendar)

SeeUWell's calendar system helps you manage bookings efficiently with automation and flexibility.

Calendar Types:

• Service Calendar (One-on-One) – Personal consultations, coaching calls, or single-person appointments
• Round Robin – Distributes bookings evenly across team members based on availability
• Group/Class Booking – Webinars, group training, or multi-person sessions with capacity limits
• Service Menus – Display multiple services grouped by categories in one scheduling link

Key Features:

• Automated Reminders – Reduce no-shows with SMS and email reminders (studies show 38% reduction)
• Two-Way Calendar Sync – Connect Google Calendar and Outlook to prevent double-booking
• Manual Booking – Book appointments while on a call or for internal meetings
• Payment at Booking – Require Stripe payment before confirming appointments
• Custom Forms – Collect intake information during the booking process
• Workflow Triggers – Automatically move contacts into pipelines or send follow-ups based on booking status
• Embeddable Widgets – Add calendar booking to your website, funnels, or emails
• Timezone Detection – Automatically adjusts for client's timezone

2. Client Communication (Conversations)

The Conversations feature provides a unified inbox for all communication channels, ensuring you never miss a message.

Supported Channels:

• SMS/MMS text messaging
• Email (send and receive)
• Facebook Messenger
• Instagram Direct Messages
• Google Business Chat
• Live Chat widget for your website
• WhatsApp (with integration)

3. AI-Powered Features

SeeUWell includes advanced AI capabilities to automate and enhance your operations.

Conversation AI:

• AI Chat Bot – Handles inquiries, FAQs, and appointment booking automatically
• Multi-Channel Support – Works across SMS, web chat, Facebook, Instagram, and Google Business
• Custom Training – Train the bot with your FAQs and knowledge base
• Pricing – $0.02 per response (Basic) or $79/month unlimited

Voice AI:

• AI Phone Assistant – Handle inbound calls with conversational AI
• Appointment Scheduling – Let AI book appointments over the phone
• Voice Transcription – Automatic transcription of calls and voicemails
• Sentiment Analysis – Gauge client satisfaction from conversation tone

Getting Help

In-Platform Help

Help Center Access:

• Click the question mark icon (?) in the interface
• Search the knowledge base for articles and tutorials
• Watch video guides and walkthroughs

Tooltips:

• Hover over info icons throughout the platform for contextual help
• Most buttons and fields have helpful hover text

Support Resources

Knowledge Base: Comprehensive articles, step-by-step tutorials, video demonstrations, and troubleshooting guides

Contact Support: Email support, live chat during business hours, phone support, and community forum

Next Steps

Now that you're familiar with the basics, here's what to do next:

Immediate Actions

• Complete your profile setup and timezone settings
• Configure your notification preferences
• Explore each section in the left sidebar
• Review today's appointments (if applicable)
• Practice using the global search
• Add a test contact to familiarize yourself with the CRM

Your First Week

• Day 1-2: Set up your calendar and availability
• Day 3-4: Learn the Conversations inbox and practice messaging
• Day 5: Create your first workflow (start with appointment reminders)
• Day 6: Customize your dashboard with relevant widgets
• Day 7: Review reports and analytics

Learning Path

Quick Reference Card

Essential Actions

Task	Steps
Create Appointment	Calendar → Select Calendar → Click time slot → Add details → Save
Add Contact	Click + button → Add Contact → Enter info → Save
Send Message	Conversations → Select contact or New Message → Type → Send
Make Phone Call	Open contact → Click phone icon → Dial
Search Anything	Click search icon → Type query → Select result
Create Workflow	Workflows → Create Workflow → Choose trigger → Add actions → Activate