Define how your organization groups patients and staff. Teams drive dashboard views, daily email summaries, and pipeline groupings. Most agencies create one team per location — but you can define teams however works best for your organization.
+ Add Team
Auto-create teams from your branch locations?
Brand Board
Brand Colors
Typography
Logos
Tagline
Brand Voice
Essentials Required
▶ Additional Brand Voice Details
These fields enhance the quality of generated content but aren't required to get started.