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Teamio Teamio Help Center

How can we help?

Short guides and videos for everything in Teamio — search above or pick a topic.
Getting started
FAQ — common questions Quick answers to the questions we hear most — start here.
Getting started New to Teamio? Start here.
Patient outreach Recall, unscheduled treatment, aging, broken appointments.
Conversations & texting Text patients and chat with your team.
Forms Create, send, and manage patient forms.
Workflows Automate texts, emails, tasks, and forms.
Wiki Your knowledge base and message templates.
Tasks, Kanban & Huddle Your team's daily operations.
Campaigns Email and text many patients at once.
Payments & Tx Presenter Collect payments and present treatment plans.
Online scheduling & AI Online booking, reminders, and the AI assistant.
Troubleshooting Something not working? Check here.