Client Onboarding Questionnaire

Welcome to meddkit!

We are thrilled to begin our partnership. To hit the ground running and ensure a seamless setup, we need to gather some essential information and secure access to your digital ecosystem.

How to provide access:

As you answer the questions below, specific instructions for your providers will appear automatically.

Save as you go: If you need to stop and find information, click the “Save and Continue Later” link at the bottom of the form. You can email yourself a secure link to resume exactly where you left off.
Security First: We recommend inviting us as a user rather than sharing passwords.

Need the full list? If you’d prefer to see all instructions at once, you can view our Access Guide here.

Practice Name(Required)

Contact Name(Required)

First Last

Email(Required)

Where is your website address (domain name) registered?(Required)

Action Required: Invite Meddkit to manage your domain at GoDaddy

1. Log in to GoDaddy → Account Settings → Delegate Access.
2. Click Invite to Access.
3. Enter Name: Meddkit | Email: [email protected].
4. Choose access level: Products & Domains (Recommended) – Manage domains, DNS, hosting.
5. Click Invite.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my GoDaddy account.

Action Required: Invite Meddkit to manage your domain at Squarespace

1. Log in to Squarespace → Settings → Permissions.
2. Click Invite Contributor.
3. Enter Name: Meddkit | Email: [email protected].
4. Toggle Administrator to ON.
5. Click Invite.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my Squarespace account.

Action Required: Invite Meddkit to manage your domain at Wix

1. Log in to Wix → Settings → Roles & Permissions.
2. Click Invite People.
3. Enter Email: [email protected].
4. Select the Admin role.
5. Click Send Invite.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my Wix account.

What is the name of your registrar?(Required)

Action Required: Invite Meddkit to manage your domain

Most registrars have a “Delegate Access” or “Permissions” section in their settings. Please invite [email protected] as a user/manager with Administrator or DNS Management access.

If you aren’t sure how to do this in your specific provider, don’t worry—just complete the form and we will send you a direct guide for your registrar.

No problem! We can help you track this down.

If you aren’t sure where your domain is registered, please provide the Name and Email of your IT manager, Office Manager, or the person who originally set up the website below. The Meddkit team will reach out to them directly to coordinate access so you don’t have to worry about the technical details.

Contact Name(Required)

Contact Email(Required)

Who is your website host?(Required)

Action Required: Invite Meddkit to manage your website at Squarespace

1. Log in to Squarespace → Settings → Permissions.
2. Click Invite Contributor.
3. Enter Name: Meddkit | Email: [email protected].
4. Toggle Administrator to ON.
5. Click Invite.

Confirmation(Required)

I have invited [email protected] as an Administrator to my Squarespace site.

Action Required: Invite Meddkit to manage your website at Wix

1. Log in to Wix.com.
2. Go to Settings in your site’s dashboard.
3. Click on Roles & Permissions.
4. Click Invite Collaborator.
5. Enter Email: [email protected].
6. Select the Admin (Co-Owner) or Website Manager role.
7. Click Send Invite.

Confirmation(Required)

I have invited [email protected] to my Wix site.

Action Required: Invite Meddkit to SiteGround

1. Log in to SiteGround → Websites tab.
2. Click Manage next to your website.
3. Go to Users → Add New User.
4. Select Collaborator.
5. Enter Name: Meddkit | Email: [email protected].
6. Click Add.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my SiteGround account.

Action Required: Invite Meddkit to Bluehost

1. Log in to your Bluehost dashboard.
2. Go to Account → Users.
3. Click Add User.
4. Enter Name: Meddkit | Email: [email protected].
5. Select Full Access (or similar administrative role).
6. Click Invite.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my Bluehost account.

What is the name of your website host?(Required)

Action Required: Invite Meddkit to your hosting account

Please log in to your hosting provider (e.g., HostGator, DreamHost, etc.) and invite [email protected] as a user or collaborator with Full or Administrator access.

If you aren’t sure how to do this, just complete the form and we will send you a guide for your specific host.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my hosting account.

No problem! We will help you find your hosting info.

Since you aren’t sure who your host is, the Meddkit team will use the domain information you provided above to track down your hosting provider and will reach out to you with next steps.

What platform is your website built on?(Required)

Action Required: Add Meddkit as a Website Administrator

1. Log in to your WordPress Dashboard (usually yourdomain.com/wp-admin).
2. Go to Users → Add New.
3. Username: meddkit | Email: [email protected].
4. Role: Administrator.
5. Check the box: Send User Notification.
6. Click Add New User.

Confirmation(Required)

I have added Meddkit ([email protected]) as an Administrator on my WordPress site.

Action Required: Invite Meddkit to Squarespace

1. Log in to Squarespace → Settings → Permissions.
2. Click Invite Contributor.
3. Name: Meddkit | Email: [email protected].
4. Toggle Administrator to ON.
5. Click Invite.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my Squarespace site.

You’re all set!

Since you already invited Meddkit to your Squarespace account in the first section of this form, we already have the access we need to manage your website.

Action Required: Invite Meddkit to Wix

1. Log in to Wix → Settings → Roles & Permissions.
2. Click Invite Collaborator.
3. Email: [email protected].
4. Select Role: Admin (Co-Owner).
5. Click Send Invite.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my Wix site.

You’re all set!

Since you already invited Meddkit to your Wix account in the first section of this form, we already have the access we need to manage your website.

What is the name of your website platform?(Required)

Action Required: Invite Meddkit to your website

Please log in to your website’s administrative dashboard and invite [email protected] as a user with Administrator or Owner access.

If you aren’t sure how to do this in your specific platform, just complete the form and we will send you a direct guide for your website.

Confirmation(Required)

I have invited Meddkit ([email protected]) to my website account.

No problem! We will help you get access.

If you aren’t sure which platform your website uses, don’t worry. As long as you have provided your Hosting or Registrar access above, our team can usually use those to gain entry and set up your admin account for you.

Would you like Meddkit to set up, support, or administer your Google Workspace account (company emails, docs, etc)?(Required)

Yes

Great! We will coordinate with you to set up or migrate your Google Workspace account as part of your onboarding.

Who is your email host?(Required)

Action Required: Invite Meddkit to Google Admin Console

1. Log in to your Google Admin Console (admin.google.com).
2. Go to Users → Add New User.
3. Name: Meddkit | Primary Email: [email protected].
4. Once the user is created, click on the user name and go to Admin Roles and Privileges.
5. Assign the Super Admin role (required to manage email technical records).
6. Click Save.

Confirmation(Required)

I have added Meddkit ([email protected]) as an Admin in my Google Admin Console.

Action Required: Invite Meddkit to Microsoft 365

1. Log in to the Microsoft 365 Admin Center (admin.microsoft.com).
2. Go to Users → Active Users and click Add a user.
3. Name: Meddkit | Username: [email protected].
4. Under Roles, select Global Administrator.
5. Complete the setup and click Finish Adding.

Confirmation(Required)

I have added Meddkit ([email protected]) as an Admin in my Microsoft 365 account.

Perfect.

Since your email is hosted with your website host, we will use the access you provided in the previous section to manage your email settings.

What is the name of your email host?(Required)

We will verify your provider’s requirements. To ensure your practice’s email remains secure and uninterrupted, the Meddkit team will review the technical settings for your specific provider and reach out with a guide on how to grant us the necessary access.

No problem! We will help you identify your host.

Since you aren’t sure who hosts your email, the Meddkit team will use the domain information you provided earlier to track down your provider. Once we have identified it, we will reach out with instructions on how to provide access.

Names of your electronic medical record and practice management systems(Required)

What is the URL of your existing website?(Required)

Client Onboarding Questionnaire

Welcome to meddkit!

How to provide access:

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