You've chosen Heydoc. Welcome! 

We want to make sure your journey setting up your new system is as seamless as possible.

Click on the image below to get a quick breakdown of what happens next:

Here's a little more detail:

1. Heydoc welcome email

Once you receive an email from the customer success team, you will be able to select an appointment time for your Heydoc onboarding call. If the times suggested don't work for you, feel free to request a different time and the team will see what they can do to accommodate your request. Once you've settled on a time and got that all booked in, sit back and look forward to your call!

2. Heydoc onboarding call

On the day of your call, the account manager conducting your onboarding will send you a link which will allow you to see their screen. At the scheduled time of your appointment, you will need to click this link and you will receive a call. During this call you will be shown how to set things up and will have the opportunity to ask any questions. Click here for a virtual onboarding.

3. Heydoc follow up email

Once your call ends, you will receive an email with basic instructions on how to proceed with learning your new system. This will also include a link to the Heydoc Learning Centre.

4. Heydoc migration (if required)
If previous to Heydoc you used another system, you may want us to migrate your data over to Heydoc for you. During the onboarding call, the account manager will be able to give you more insight into how this works. Migrations usually take up to 3 business days to complete, this can may vary depending on the type of data, size of the data set and the system you are coming from.

5. Heydoc data check (in case of migration)

The customer success team will send you an email letting you know that your migration has been completed. From the point of receiving this email, you will have two weeks to check your data and ask any questions you may need to with regards to your data migration.

6. Heydoc check-ins

You're all set and ready to go! The customer success team will check-in every now and then to see how you are getting along with your new system and will offer their assistance in case you need it. We want to make sure your set-up is as smooth as possible!

Setting you up for success

Throughout this process do feel free to browse our FAQs and other step-by-step guides in the Heydoc help centre. You can also easily access it while you are using Heydoc by clicking on your username in the top right hand corner of your screen and then clicking "Help centre".

If you don't find your answers there do send an email to and one of the team will be able to assist you.

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