Onboarding - Riot Creative Studio

Welcome to the TouchPoint Family

Thank you for joining us! It’s a true privilege to help you grow your therapy practice with a therapy website that makes it easy for your people to become clients. To get started, follow the steps below.

Before entering the platform, some essential pieces are required to build your website. After following the onboarding steps below, you’ll have everything you need to get started.

Domain + Hosting

To begin, you’ll need a domain name and hosting. (You can think of your domain name as your home address and your hosting as your monthly mortgage or rent.) Click the option to the right that describes your current situation.

I have a domain name and hosting.

IMPORTANT: The TouchPoint platform is incompatible with Wix, Weebly, and Squarespace. Because all client sites are built on the WordPress platform, you’ll need website hosting capable of running WordPress.

If your current host is capable of running WordPress, you may continue to Step 2. If you’re currently using Wix, Weebly, or Squarespace, please contact erica(@)riotcreative.studio for help.

I have a domain name, but do not have hosting.

To use our recommended host, follow the instructions below. If you’d like to use a different hosting service, please sign up before proceeding to Step 2 below.

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)

2. Hover over WordPress and click Hosting for WordPress. Scroll down and under StartUp, click Get Plan.

3. Choose I Already Have a Domain and enter your domain name. Click Proceed.

4. Enter your account, client, and payment information.

5. Under Purchase Information, choose the desired length of your hosting package

6. Under Extra Services, you may add Site Scanner if you so desire.

7. Check the box to confirm that you have read and agree to the SiteGround Terms of Service and Privacy Policy.

8. Click Pay Now to complete your order.

9. When finished, you may continue to Step 2 below.

I do not have a domain name or hosting.

To use our recommended domain registrar and host, follow the steps below. If you’d like to use a different service, please sign up before continuing to Step 2 below.

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)

2. Hover over WordPress and click Hosting for WordPress. Scroll down and under StartUp, click Get Plan.

3. Choose Register a New Domain and enter your desired domain name (we recommend your company name or first and last name–JohnSmith.com–if available). Click Proceed.

4. Enter your account, client, and payment information.

5. Under Purchase Information, choose the desired length of your hosting package.

6. Under Extra Services, you may add Site Scanner if you so desire. However, we recommend Domain Privacy if you’d like to avoid receiving spam (newly registered domain names are entered into a public database, but you can protect this data using Domain Privacy).

7. Check the box to confirm that have read and agree to the SiteGround Terms of Service and Privacy Policy.

8. Click Pay Now to complete your order.

9. When finished, you may continue to Step 2 below.

Domain Email

Next, you’ll need domain email, which is email that ends with your domain name (ex: jane@janesmith.com). For this service, we highly recommend Google Workspace (formerly G Suite). Click the option to the right that describes your current situation.

I have domain email through Google.

Brilliant! You may continue to Step 3 below.

I would like to use Google for my domain email.

Follow the instructions below to sign up with Google Workspace (Formerly G Suite) to manage your domain email.

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)

2. Click Get Started within the box labeled Business Stater.

3. Enter Business Name, Number of Employees, and Country. Click Next.

4. Enter First Name, Last Name, and Current Email Address. Click Next.

5. On the next page, you’ll be asked if you have a domain. Because you completed Step 1 above, click Yes, I Have One I Can Use. (Note: If you haven’t completed Step 1 above, please do so before proceeding.)

6. Enter your Domain Name. Click Next.

7. On the following page, you’ll be asked to confirm use of domain. Ensure the proper spelling for your domain and click Next.

8. Choose your Username and Password. (Note: The username you choose will serve as your main domain email address. Click Agree And Continue.)

9. Confirm your choice of the Business Starter level. Click Next.

10. Enter your Customer Information and Payment Method. Click Next.

11. You’ll then be asked to verify your domain to begin using domain email. Follow the onscreen instructions. It is going to have you edit your DNS records and this process is different for each registrar. If you need help, have questions, or get stuck in any way please email me at erica(@)riotcreative.studio.

12. When finished, you may continue to Step 3 below.

IMPORTANT: After completing the sign-up process, verify that you are signed up for the Business Starter Package by reviewing your subscription under Billing > Subscriptions.

I have domain email, but not through Google.

Perfect! Continue to Step 3 below.

Email Marketing

You’ll then need an email marketing service. This is used to build and communicate with your email list. Click the option to the right that describes your current situation.

Email Marketing Service Options:

Zoho Campaigns – BAA and encryption available, requires the Standard plan (~$3/mo)
MailerLite – not HIPAA compliant, no BAA available (free for up to 500 subscribers)

Please note that MailerLite is not HIPAA compliant. While we do not intend for you to collect PHI or do anything diagnostic with your email list, that may not be enough to be fully compliant.

If you choose the MailerLite option, we will set this account up for you.

I currently have an existing email marketing service.

Excellent! You may continue to Step 4 below.

I would like to use Zoho Campaigns as my email marketing service.

If you’d like to use Zoho Campaigns as your email marketing service, click here to set up your account. Choose Get Started under the Standard plan. (If you toggle it to monthly, it’s $4 per month. If you want to pay annually, it comes to $3 per month.)

Create your account using your domain email (name@websiteURL.com) and complete the set up steps.

Once inside your Zoho dashboard, confirm your account (they will send you an email) and then enable HIPAA features.

You can request their BAA template by sending an email to legal@zohocorp.com. Let them know that you are a Zoho Campaigns customer and would like to sign a BAA.
In your Zoho dashboard, click Settings icon on the top-right corner of the screen.
Under General, select Compliance settings.
Click HIPAA Compliance.
Toggle the HIPAA compliance settings Switch on. Once you toggle this on, switches that enable restriction of personal health data appear.
Toggle Restrict data export switch or Restrict data export through APIs switch on. This restricts users from sharing data.

Once you pay for your plan, the Zoho onboarding team will reach out to you to see if you’d like to book a call with them. This is available to you within 60 days of purchasing your plan. You are not required to book this call with them.

If you would like to read more about their HIPAA features and setup process, here is a knowledge document from their website.

I would like to use MailerLite and understand it is not HIPAA compliant

If you would like to use MailerLite, we will set up your account for you. You may continue to Step 4 below.

Website Policies

You’ll also need basic website policies to help protect your business and meet legal requirements. We highly recommend Termageddon, a simple, affordable service that automatically updates your policies as laws change. Click the option to the right that describes your current situation.

I use Termageddon for my website policies.

Excellent! You may continue to Step 5 below.

I would like to use Termageddon for my website policies.

If you’d like to use Termageddon, our preferred website policy service, click here and use code RIOT to purchase your annual plan with a 10% discount.

Once you have purchased your subscription, click here to schedule a complimentary onboarding call where the team at Termageddon will walk you through the entire setup process!

On your meeting with them, it might be helpful for them to see a demo site. Feel free to share any of the following:

https://touchpointdemo1.riotcreative.studio

https://touchpointdemo2.riotcreative.studio

https://touchpointdemo3.riotcreative.studio

https://touchpointdemo4.riotcreative.studio

https://touchpointdemo5.riotcreative.studio

https://touchpointdemo6.riotcreative.studio

Once your policies are generated, Termageddon will share the embed codes we need for your site.

Please note that the link above is an affiliate link and if you use it we may get an affiliate payout at no additional cost to you.

You may continue to Step 5 below.

I have existing website policies, but not through Termageddon.

While we recommend Termageddon, you’re not required to use their services for your website policies. If you have existing website policies please contact erica(@)riotcreative.studio.

You may continue to Step 5 below.

Contact Form

Finally, you’ll need a HIPAA-compliant contact form that we can embed on your website. This will allow visitors to inquire about services directly on your Get Started page.

If you don’t already have an EHR/EMR, we recommend SimplePractice. Click the option to the right that describes your current situation.

I use SimplePractice.

Excellent! You may continue to Step 6 below.

I would like to use SimplePractice.

If you’d like to use our preferred service, SimplePractice, click here to sign up and select your plan.

Once you are signed up, you will share your link or embed code on the platform.

Please note that the link above is an affiliate link and if you use it we may get an affiliate payout at no additional cost to you.

You may move on to Step 6 below.

I have an existing HIPAA-compliant contact form.

Perfect! You may continue to Step 6 below.

Client Intake Form

We’ll now gather information to access the accounts above in order to build your website. If you’re uncomfortable sharing current passwords, we suggest creating temporary logins.

Customized Copy Interview

The next step is to collect some information from you so that we can write the copy for your website. The button below will take you to the interview form. Once it is started, it cannot be saved and finished later. You can always start over if you want, but we recommend setting aside an hour or so to focus on answering the questions so we can get a great first draft of your website copy.