CRM

File Sharing

iPhone App

E-Signature

Patient Portal

Book a demo

Book a demo

Free Trial

Free Trial

Quick help center

How-to guides

How-to guides

How-to guides

Fast walkthroughs for setting up accounts, adjusting portal settings, and learning the everyday workflows inside 360io.

Fast walkthroughs for setting up accounts, adjusting portal settings, and learning the everyday workflows inside 360io.

Account setup

Create Patient Account

Create Patient Account

Show patients how to create an account and reach their portal in under a minute.

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Patient portal

Customize Patient Portal

Customize Patient Portal

A quick guide for updating portal settings and matching the patient experience to your clinic.

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Scheduling

Book an Appointment

Book an Appointment

A quick walkthrough for booking a visit and confirming appointment details.

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Account access

Reset Your Password

Reset Your Password

Help patients recover access and sign back into their portal safely.

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E-Signature

Sign Documents

Sign Documents

Show patients where documents appear and how to complete signatures online.

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File sharing

Upload Files

Upload Files

Guide patients through sending photos, records, and clinic documents securely.

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Patient messages

Message Your Clinic

Message Your Clinic

Explain how patients can contact the clinic from their portal inbox.

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Clinic setup

Update Clinic Branding

Update Clinic Branding

A future guide for adjusting logo, colors, and portal presentation settings.

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