8 Steps to getting started with Coviu

This article will guide through the initial 8 steps needed for you to configure your Clinic for first time use.

Last updated: Dec 2021

On this Page:

  1. Choosing your specialty
  2. How to add Team Members to you Clinic
  3. How to set your time zone and Clinic Waiting Area operating hours
  4. Setting patient Photo requirement (Optional)
  5. Update/Complete your profile
  6. Set your call notifications
  7. Using App Marketplace
  8. Add a Meeting Room
  9. More Support Options

The below steps are what we recommend when setting up your account. Some you will need to do and others will help you get the most out of your trial and future usage.

Choosing your specialty

Choosing your specialty will assist us in directing you to features and tools which may be relevant to your profession. You can find instructions and guidance on how to achieve this via the below link:

How to Choose your Clinic Specialty

How to add Team Members to your Clinic

Before you begin using your Coviu account it is important to Add in any additional Team members/ Users to your account. These may include Reception staff, Physicians or any other person that you would like to be able to use the account and have access to the rooms available for Virtual Sessions. 
You can find further information and instructions on how to achieve this in the below Help Centre Article:

How to Add, Remove and Manager Users on your Coviu account


How to set your time zone and Clinic Waiting Area operating hours

Before scheduling your first in call session, It is important to set your waiting area time zone in order to avoid any scheduling issues and to set your Clinic operating hours.
You can find instructions on how to achieve this in the below Help Centre Article:

How to set your Waiting Area Timezone

How to set your Clinic Waiting Area operating Hours


Setting Patient Photo Requirement (Optional)

In your Configuration settings you have the option to request that a Participant submit/take a photo before allowing them entry into the call. 
To learn how to enable this setting follow the instructions in the below Help Article:

How to set photo Entry as Optional

Update/Complete your Profile

Coviu user profile includes updating your sign-in email, password, username and authorised application integrations.
Further information and instructions can be found in the below Help Centre Article:

How to update your Coviu User Profile


Set your call notifications

Setting notifications for your waiting area is important as this ensures you don't overlook a participant that may be waiting to enter a call or appointment.  For more information and instructions on how apply these notifications please use the below link.

How to set up Alerts for your Waiting Area


Using the App Marketplace

Apps are modules and Tools you can add to your account that extend the functionality and workflow capabilities of your clinic. More information can be found on this in the below Help Article, including how to install Apps and use the Marketplace.

Coviu App Marketplace


How to Add a Meeting Room

Coviu users have access to two types of  'rooms' with their account. These rooms are designed to assist you and your colleagues to work together in a familiar manner to the usual brick and mortar clinic environment. More information and instructions can be in the below help Article:

Adding a Meeting or User Room to your Clinic

More Support Options

You have completed another Coviu help article. You now know the 8 Initial Steps required to set your Clinic up for its first online use. 

If this is not what you were looking for, explore our knowledge base and search for another article from here.

If you still require any assistance, please do not hesitate to get in touch with our friendly Customer Success team using any of the contact methods available here.”


Author: KB