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Video Guides

We want your business to thrive! That means getting up and running quickly. We've put together these video guides to help you get started. Please reach out in the community if you have questions or suggestions for more videos.

Getting Started

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Scheduling Setup

Set up your calendar and team member schedules so you can keep track of what is going on in your practice.

Set up team members
Setting up Team Members

Shows how to set up team members in Soundry with important points about different roles and permissions.

Practice Setup
Practice Settings

Learn about setting up your practice. See what settings are important to get right and get tips about working with Soundry.

Signup Process
Sign up process

In this video we show you how to sign up and get started with Soundry.

Using the App

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Accepting Credit Cards

Learn how easy it is to accept credit cards from within Soundry.

Delete Cancel or Reschedule
Delete vs. Cancel or Reschedule

Learn the differences between cancelling, deleting or rescheduling appointments.

View Invoice Details
Viewing your Soundry Invoices and Detailed Fees

See how Soundry makes all your fees and invoices completely transparent, so you always know what you are paying for our services.

Copy Last Visit
Copy SOAP Note From Last Visit

In this quick take video, we show you how to copy over notes from a prior visit. Keep in mind this will only work if the patient/client has a signed visit in the past to copy from!

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Downloading data from Soundry

How to download different types of data from Soundry to do further analysis.

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