Quick Start Guide
Quick Start Guide Apotheo is set-up by default for weekly check-ins. The quickest way to get up and running is to add a test client, or yourself, then adjust your settings after your first check-in. Connect your Stripe account Add your branding Adding your first client Customizing your check-in questions (/en/article/customizing-your-check-inPopularCustomize your check-in questions
Check-in questions can be configured at Settings Service Settings Check-In Questions. Check-in question settings Add your check-in questions to the form and choose which are required (required fields must be entered before the form can be submitted). You can drag questions to re-order them. There are a several built-in questions that you can choose to enable: Behavior - prompts cSome readersAdd your branding
You can add your branding to Apotheo under Settings Business Settings Branding Your business name is displayed in email notifications, payment pages, and in the service agreements signed by clients during onboarding. Branding settingsFew readersAdd your first client
Add clients via the Signups Add client menu. Adding a client There are two options when adding a client: Add client - adds the client and promptsPopularConnect your Stripe account
Connect your Stripe account To begin collecting payments from clients via Apotheo you must connect Stripe. Click the Connect with Stripe button on your Dashboard to being the process. Connect to Stripe Follow the prompts to connect your existing Stripe account, or create a new one. Connecting Stripe (https://storage.crisp.chat/users/helpdesk/website/916842d9772b4800/screFew readers