A new hire's first day

This guide takes a new staff member from the invite email to answering their first family text. An admin does the first part. The new hire does the rest, usually within the first hour.

Before you start

• The admin needs to be an organization admin.
• Have the new hire's work email address ready.
• Know which team they'll work on, for example Front Desk, so they see that team's shared inbox.

For the admin: send the invite

1. In the left bar, click Directory.
2. Click + to invite a coworker.
3. Type the new hire's first name and last name.
4. Type their work Email. The invitation goes to this address.
5. Click Invite.
6. Add them to their team, so the team's chats show in their Inbox. See Create, edit and delete teams.

If the email doesn't arrive, click Resend invite on their row of the Members tab. See Invite teammates and choose their role.

For the new hire: log in and get set up

1. Open the invite email and follow the link.
2. Set a password. If your practice asks for it, verify your phone with the code BloomText texts you.
3. Install the app on your phone and computer, then log in with the same email. See Download BloomText.
4. Allow notifications when your phone asks, so new texts reach you.
5. You land on Chats, your Inbox.

For the new hire: send your first reply

1. When a family texts your team's number, their chat jumps to the top of the Inbox. Click it.
2. Read the message and the history above it.
3. Type your reply in the message box.
4. Press Send, the paper-plane button. It goes out from the team number the family texted.

That's day one done: you're logged in, you see the team inbox, and the family has an answer.

Good to know

• If the Inbox looks empty, ask your admin to add you to your team.
• If your phone doesn't alert you to new texts, see Fix missing phone notifications.
• On a shared front-desk computer, a quick-login PIN saves typing your password. See Log in fast with a quick-login PIN.

Related

• Invite teammates and choose their role
• Create, edit and delete teams
• Download BloomText
• See new texts and reply
• Fix missing phone notifications