Connect Core Tools & Settings

⏱️ 10 min

Link Google, Facebook and Instagram, and your payment processor, so leads and payments flow in automatically.

4 tools

Core Tools & Settings

Four connections make up this lesson. Tap one to see what it covers.

01

Google

Connect your Google Business Profile and calendar so reviews, messages, and scheduling flow into the system.

02

Facebook & Instagram

Connect your pages so DMs and comments land in your unified inbox with everything else.

03

Payments

Connect Stripe so you can send payment requests, invoices, and take payments directly from a conversation.

04

Business Info Settings

Round out your profile: business hours, holidays closed, and any other integrations relevant to you.

"Connecting these tools once means every conversation, whether it starts on Google, Instagram, or a text, lands in the same inbox automatically."
Key terms

Definitions

Tap any term to expand it.

A connection between the system and an outside tool, like Google or Facebook, that lets data flow between them automatically.
Your business's Google listing. Connecting it routes its messages and reviews into your unified inbox.
The part of Conversations where messages and comments from connected social accounts appear alongside email and text.
The service, like Stripe, that actually moves money when a client pays an invoice or request sent from the system.
The settings that tell the system when you're open, closed, or on holiday, used by workflows and booking pages.
In practice

Common Use Cases

📍

Google Reviews in One Place

New reviews and Google messages route straight into your unified inbox instead of a separate app you have to check.

📸

Social DMs, Unified

Instagram and Facebook messages sit next to your email and texts, so nothing gets missed across channels.

💳

Payments Mid-Conversation

Send a Stripe payment link right from a text or email thread the moment a client is ready to pay.

🗓️

Accurate Booking Hours

Business hours and holidays feed directly into your booking pages, so people can't schedule you when you're closed.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

⚡ Tips

  • Connecting Google and Facebook is faster if you're already logged into those accounts in the same browser.
  • Test each connection with a message to yourself before you trust it with a real lead.
  • You only need to connect the tools you actually use, skip anything that doesn't apply to your business.
  • Set your business hours accurately now, several later features depend on them being correct.
  • If a connection ever drops, you can always reconnect from the same integrations screen.
Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Where do messages from a connected Facebook or Instagram page show up?

A connection between the system and an outside tool like Google is called an ____.

True or false: business hours you set here can affect what shows on your booking pages.

The payment processor most commonly connected for taking payments is ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

📌 Integration Priority Planner

You are an operations consultant helping me decide which tools to connect first, since I don't need all of them on day one. My context: - My business type and where my leads currently come from: [describe] - Whether I take payments online today: [yes / no] Give me: - A ranked list of which integrations to connect first, second, and third for my situation - One sentence on what I'm missing out on by not connecting each one - One integration I can safely skip for now Finish by asking me: "Which channel brings you the most leads today? Tell me and I will confirm the priority order.".

✅ Unified Inbox Test Plan

You are a QA-minded consultant helping me confirm my connected tools are actually working before I rely on them. My context: - Which tools I just connected: [Google / Facebook / Instagram / Stripe, list what applies] Give me: - A short test to run for each connected tool to confirm it's working - What a working result looks like versus a broken one - One thing to check first if a test fails Finish by asking me: "Which tool did you connect most recently? Tell me and I will start the test there.".

Your core tools are connected. Now let's put them to work with your first lead capture setup.