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Restarting the Onboarding Tour

Learn how to restart the onboarding tour in LinkHMS to revisit essential setup steps and ensure a smooth start with the platform.

Updated today

When you first register with LinkHMS, the system offers an onboarding tour to help you get familiar with the platform. This tour guides you through essential features and provides quick tips for setting up your clinic. However, if you skipped or completed the tour, you can easily restart it at any time.

How to Restart the Onboarding Tour

  • Locate the Tutorial Icon:

    On the bottom-left side of your LinkHMS dashboard, you’ll find a small graduation cap icon. This icon is used to access and restart the onboarding tour. Сlick the icon, and the onboarding tour will begin from the first step, guiding you through the setup process again.

  • Follow the On-Screen Instructions:

    As you progress through the tour, follow the prompts to revisit steps like creating departments, adding users, and setting up services.

Why Restart the Onboarding Tour?

The onboarding tour is designed to ensure that you have a smooth start with LinkHMS, covering key features necessary for setting up your clinic. Restarting the tour can be helpful if:

  • You need a refresher on specific functions.

  • You have new staff members who need an introduction to the platform.

  • You’d like to review any steps you may have skipped.

For more detailed information on each feature, check out our Help Center articles covering various aspects of LinkHMS.

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