Guides, tutorials, and everything you need to get started.
From first-time setup to advanced workflows, these resources help you get the most out of Soli Forms and Soli Line for your practice.
Getting Started with Soli
Your complete first-steps guide. Create your account, explore the dashboard, configure your first form or phone line, and understand the core features that keep your practice data private.
Read GuideStep-by-Step Guides
Detailed walkthroughs to help you get the most out of every feature.
Setting Up Your Practice Phone
Choose your number, configure voicemail, set business hours, and start receiving calls.
Configuring AI Receptionist
Set up Soli Voice to answer calls, take messages, and handle after-hours inquiries automatically.
Building Automation Flows
Create workflows that send forms after booking, trigger reminders, and route submissions.
Understanding Encryption
A non-technical guide to how Soli protects your data and what zero-knowledge means for your practice.
Group Practice Setup
Add clinicians, set permissions, manage multiple lines, and keep each provider's data separate.
Managing Prospect Pipeline
Track inquiries from first contact to onboarding with built-in prospect management tools.
Google Forms & HIPAA: An Honest Guide
What it really takes to use Google Forms for patient intake under HIPAA — and where it falls short for therapy practices.
Explore Soli Products
See how Soli Forms and Soli Line work together to simplify your practice operations.
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