Master your practice automation and get certified with our fun, self-paced learning platform designed for pros like you! Learn how to use the Getting Started Checklist and the ALOHA Academy, both located right inside your chat bubble, to master the platform.
✨ When You Need This Guide
You just logged in and want to know where to find your training tasks.
You want to be fully prepared before your launch call.
You are looking for the ALOHA Academy to start your certification.
What This Covers (And What It Doesn't)
✅ Covers: Finding the Getting Started Checklist and Academy via the chat bubble and Tasks Tab.
❌ Doesn't Cover: Technical troubleshooting for your specific computer hardware.
Prerequisites/You'll Need
An active ALOHA account.
A preferred email address for your Academy profile.
✅ Your Step-by-Step Learning Path
We’ve made it easy to find everything you need in one place. Here is how to access your training:
Step 1: Open Your Chat Bubble
When you first log in to your ALOHA profile, look for the Chat Bubble in the bottom corner of your screen.
Click the Chat Bubble to open the menu.
On the Home Page of the chat window, you will see your Getting Started Checklist.
Right below the checklist, you will see the section for the ALOHA Academy.
Step 2: Complete Your Getting Started Checklist
This is your "Day 1" priority!
Click the Checklist directly from the chat bubble Home Page.
Complete all tasks before your official launch call to ensure your onboarding is focused on customizing the account to your practice.
Pro Tip: You can also find your checklist at any time by clicking on the Tasks Tab.
Step 3: Jump Into the ALOHA Academy
Once your checklist is done, it's time to become an expert.
Click the Academy link in the chat bubble (or go to academy.getaloha.com).
Sign up with your name and email.
Complete 12 modules to earn your Patient Engagement Certification and milestone badges!
⚠️ Important: Enter your full name exactly as you want it to appear on your final certificate!
💡 Common Questions
What You Might Notice | Why It's Happening | What to Do |
I can't finish it all in one sitting. | Life happens! The checklists and Academy are self-paced. | Just log back in whenever; your progress is saved automatically. |
I don't see the checklist in the chat bubble. | You might be on a different tab in the chat window. | Make sure you are on the Home Page of the chat bubble or check the Tasks Tab. |
I need more detail on a specific feature. | The Academy gives a high-level overview. | Click the Help Center links inside the lessons for deep-dive articles. |
🎉 You'll Know It's Working When:
You see your Getting Started Checklist progress bar moving forward.
You can access all 12 ALOHA® Academy modules directly from your ALOHA account.
You feel "launch-ready" because you completed your tasks before your onboarding call.
💬 Need Help? We're Here!
If you have any trouble accessing the Academy or claiming your rewards, reach out to our team. We've got your back!
Phone: 800-563-0469
Email: support@getaloha.com