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Onboarding - Core Business Setup - Your Account Information.

Let's setup the core details of your account. Watch this quick video, then hit the link "Go To Business details" to add in your profile information.

Go To Add Business Details. >>

<< Go BackClick here to go back a step.

Next Step >>Click here to go to the next step.

Already started onboarding, but need to finish a specific section?

Click the links below to pickup where you left off.

Navigation OverviewGet a quick tour of the platform.

Client QuestionnaireLet's get a feel for your product, brand and audience.

Core Business Details SetupClick here to start add in your core account details.

Grant LoginsAre there other software we need access to?

Platform IntegrationsLet's get you integrated to take full advantage of the platform.

AI and BotLets get your open AI account and Bot setup

App DownloadGet our platform on your mobile!

Upload Your DatabaseUpload past customer lists.

Add Additional UsersNeed to add staff to the platform?

Configure UsersAssign users to calendars, leads and more!

Asset UploadSend us your logo or other elements.

A2P Trust Center Setup (US only)Need to get approved to send texts?

OnboardingClick here to get onboarded.

Site CustomizerClick here to quickly customize sites.

Training CenterLearn about your new marketing system.

Client Assets FolderClick here to go to your client folder.

Other Products & ServicesClick here to get onboarded.

Billing PortalClick here to go to billing.

Support PortalClick here for more training & support.

Download AppClick to learn about our phone app!

Join The CommunityJoin other owners in our community.

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