Onboarding

Welcome to Otto. Getting started begins with a short onboarding session, where we help you invite Otto to your practice, assign your first clients, and set him up to fit how you work.

If you are on a trial, the trial guide has suggestions for getting the most out of it.

Related pages

• Making the most of your trial - suggestions for your trial period - Giving Otto access to your clients - invite Otto and assign the clients he should work with