Support Center›Read this first

Tap each item to mark it complete. Your progress is saved on this device. These aren't optional — each one is required for your platform to work properly and for your clients to have a professional experience.

Orientation — complete these first

• ✓Read: Getting StartedUnderstand what you have and how it's organized.Open page →
• ✓Read: Understanding Your Plan LimitsKnow what's included before you start building.Open page →
• ✓Read: Email Sending Limits & Best PracticesCritical for deliverability — don't skip this.Open page →
• ✓Read: Support BoundariesWhat's covered, what isn't, and how to submit a request.Open page →

Platform setup steps

• ✓Step 1 — Complete your business profileLogo, business info, time zone, and brand colors.Open step →
• ✓Step 2 — Connect your domainLink your domain to your funnels and pages.Open step →
• ✓Step 3 — Set up email servicesAuthenticate your sending domain so mail reaches inboxes.Open step →
• ✓Step 4 — Phone & SMS setupAdd a number and submit messaging registration early.Open step →
• ✓Step 5 — Set up your calendarBooking links so clients can schedule with you.Open step →
• ✓Step 6 — Import your contactsClean the file first, then import and tag by source.Open step →
• ✓Step 7 — Set up custom fieldsThe data fields specific to your business.Open step →
• ✓Step 8 — Configure user accessAdd your team with the right roles and permissions.Open step →

Final step

• ✓Submit your platform ready check-inTell us you've finished onboarding and we'll confirm your setup looks right on our end.Submit request →

Tips for a smooth setup

• Block 60–90 minutes. Rushed setups create problems later.
• Have your domain registrar login handy. Steps 2 and 3 both need it.
• Use an address at your own domain as your sender, not a free mailbox provider.
• Don't share logins. Add teammates properly in Step 8.

🏁You're operational when

1. A stranger can land on your page, book a time, and get a confirmation without you touching anything.
2. Email you send arrives in an inbox, not a spam folder.
3. Your contacts are imported and tagged by source.
4. You and your team can log in from any device.

← Back to Getting Started