We're thrilled to have you on board! This guide walks you through the first steps to get your team up and running with HappyDoc.
If you ever get stuck, our team is one click away — just hit the chat bubble in the bottom-right corner, or email [email protected].
Getting Started
Follow these four steps to go from new account to confident user.
Step 1: Log in & bookmark
Log in using your email address and bookmark your dashboard for quick access. We recommend adding it to your browser's favorites bar so it's always one click away.
Step 2: Try your first recording
Test out Scout with a quick practice recording to see how it works. Our Quick Start Guide walks you through everything you need to know to capture your first visit.
Step 3: Invite your team
Add your DVMs, technicians, and front-desk staff so everyone can start saving time on documentation. You can manage roles and permissions from your dashboard settings.
Step 4: Download the mobile app
Take HappyDoc with you into every exam room.
⚠️ Note: Not recommended for Google Pixel devices.
📚 Helpful Resources
Help Center Access training videos and helpful tips anytime in our Help Center.
Microphone Recommendation Most device microphones work great, but for upgraded quality we recommend the Blue Snowball iCE — a simple plug-and-play USB mic that's a favorite among our customers.
From the HappyBlog
A few favorites from our team to help you make the most of HappyDoc:
Need a hand?
We're here to help — anytime.
💬 Chat with us in-app (bottom-right corner)
📧 Email [email protected]
Welcome to the pack — we're so glad you're here. 🐶