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Practice Panda Marketing Basics
Getting Started with your Practice Panda Marketing Content
Getting Started with your Practice Panda Marketing Content

Get your marketing content set up and working for you! Whether you have Silver, Gold, Platinum, or Diamond plan, you can start here!

Updated over a week ago

How to Login to your Practice Panda account

You can login to your Practice Panda account at https://portal.practicepanda.com/login

  • (1.) Enter your Practice Panda Username.

If you don't remember your username, click "Username help" (b.)

  • (2.) Enter your Practice Panda Password.

If you don't remember your password, click "Password help" (a.)

  • (3.) Click "Log in"

Approve your contact information

First things first, you need to approve your contact information. This is a required step before any marketing content can be sent out. Your contact information is under your Account Settings page in your Practice Panda account.

Click the button below for steps on how to approve your contact information:

IMPORTANT: Until you approve your contact information, no marketing content will be sent out to your social media accounts or client lists.

Add you logo

Next, you may want to get your logo uploaded to Practice Panda so it will be applied to all of your marketing content. Your logo can be added under your Account Settings.

Click the button below for steps on how to upload your logo:

Connect your social media accounts

In order to have Practice Panda auto-post your marketing content to your social media accounts, you must first get them connected on your social management page.

Click the button below for steps on how to connect your social media accounts:

Upload your client lists

Once you have your social media accounts connected, the next thing you will want to is upload your client list(s) under "List Management".

Click the button below for steps on how to import your client lists:

Configure your autosend & autopost settings

Once you've approved your contact information, uploaded your client lists, and / or connected your social media accounts to Practice Panda, you will want to set up your autosend settings so your clients and social media accounts can start receiving content. You can configure your autosend settings on the Autosend & Autopost Settings page.

Click the button below for steps on how to setup autosend/autoposting:

You now have all the basics set up for your clients to start receiving your content.

Check out our other guides here at http://help.practicepanda.com/en/

How to contact Practice Panda support

For any support questions or concerns regarding your Practice Panda service, we recommend sending us a ticket through our Contact Us page in your Practice Panda portal.

To do this, expand "Support" in the left navigation menu in your Practice Panda account, and select "Contact Support". (as shown in the screenshot below)

Click the button below to Submit a ticket to your Practice Panda Support team:

What if I need to speak to a live person?

While most of our support is done via email, You can always schedule a check in call by logging into your Practice Panda account, expanding "Support" in the left navigation menu (near the bottom as shown below) and clicking the "Schedule Call" button.

Click the button below to schedule a check-in call:

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