Demo Videos
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WellBI Walkthrough’s
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How To : Navigate the WellBi Mobile App
A step-by-step guide to easily finding and using all your program resources, assessments, and profile information within the WellBi mobile app.
Play VideoHow To : Take Attendance on the Wellbi Portal
Quick steps for logging participant attendance using the Wellbi Portal.
Play VideoHow To: Login & Select your Organisation on the Wellbi Portal
The essential first steps to securely logging into the Wellbi Portal and correctly selecting your affiliated organization to access your data.
Play VideoHow To: Export beneficiaries' information for a custom report on Wellbi
Generate the raw data file you need! A quick guide to selecting and exporting beneficiary information from Wellbi for your custom reporting and analysis.
Play VideoHow To: Detect and Merge Duplicates on the Wellbi Portal
Learn the quick, step-by-step process for identifying and consolidating duplicate beneficiary records on the Wellbi Portal. Keep your data clean, accurate, and reliable to ensure you have a single, complete profile for every person you serve.
Play VideoFrequently Asked Questions
01
What are Wellbi’s minimum system requirements?
To use the Wellbi mobile app, you need:
• iOS: version 14 or higher
• Android: version 8 or higher
The Wellbi portal can be accessed from any device with a stable internet connection
and a modern web browser, so it works on laptops, desktops, and tablets without any
special requirements.
02
Can Wellbi integrate with existing systems?
Yes, we’re open to integration discussions and have an API to support this. The exact possibilities depend on the software you want to connect, and our teams and developers will need to discuss it to ensure the integration is safe and reliable.
03
Can we access Wellbi offline?
Yes, the Wellbi mobile app can be used offline to capture information. When you’re without signal or Wi-Fi, the data is safely stored on your device. Once you’re back online, you can sync the information to the Wellbi portal.
Keep in mind that while you can capture information offline, you won’t be able to view or retrieve existing data until you have an internet connection, as Wellbi is a cloud- based system.
04
Can we customize fields on Wellbi?
Yes! Wellbi allows full customization through both custom notes and individual profile fields. You can design your own note templates and create fields specific to your organization’s needs.
Custom field types include:
• Text fields
• Dropdown options
• Checkboxes
• Date fields
• Section headers
• Number inputs
• Tables
This flexibility ensures that Wellbi captures exactly the information that matters most to your team.
05
I’m unsure who to contact if I have a problem or question about Wellbi.
You’re never on your own with Wellbi! Our support structure ensures that every
question or issue is handled quickly and by the right person.
If you need help, click on the “?” icon at the bottom right corner of your Wellbi portal
screen and select “Contact Support.” Here, you can log a support ticket. Our support
team will respond within an hour.
If your query is more specific, the support team will notify your client coach, who will
reach out to assist you personally.
06
How long does the onboarding process take?
On average, onboarding takes about 2 months. The timeline can be shorter or longer
depending on two main factors:
1. How quickly you provide your beneficiary data to our onboarding team.
2. The level of customization you’d like in Wellbi.
Some onboardings can be completed in as little as 2 weeks, while others may take up
to 3 months.
07
Can I import my current beneficiaries, or do I have to add each beneficiary one by one?
You don’t have to add everyone manually! Just send us your current beneficiary
database or Excel sheets, and our team will handle the bulk import for you. After that,
you can easily add new individuals one by one as they join your organization.
08
How does Wellbi keep my beneficiaries’ information safe, and is it POPIA compliant?
Wellbi prioritises the security and confidentiality of your organisation's sensitive data
with our advanced data security features.
Our platform ensures compliance with all relevant legal regulations, including the
Protection of Personal Information (POPI) Act, providing peace of mind regarding data
protection laws and regulations.