Welcome - Account Setup for Success

4 stops

Getting Oriented

Four things worth knowing before you touch a single setting. Tap one to see what it does.

01

Your Dashboard

The first screen you land on after logging in. It won't have much in it until you start using the software - you get out of it what you put into it.

02

Left-Side Menu

Every feature lives here, plus the features within those features. Don't try to learn it all at once - get set up first, then go deep one feature at a time.

03

Settings

This is where most of onboarding happens - business info, billing, phone, email, integrations, and eventually your team, right at the bottom of the left menu.

04

Quick Flashcard

Add a contact fast, book an appointment, send a review request, or create a new opportunity, right from the dashboard, no digging through menus required.

Key terms

Definitions

Tap any term to expand it.

The first screen you land on after logging in - a live view of what's happening in your business, once you start putting things into the system.

The main navigation running down the left edge of the screen - every feature, and the features within those features, lives here.

Everything related to the administrative side of managing your account - business info, billing, phone, email, integrations, and your team.

The navigation habit that gets you around the software - click a feature top to bottom on the left menu, then explore everything inside it left to right.

If you have franchise or multiple business locations, this is where you switch between them - found on the left side panel.

What's ahead

What You'll Set Up

🏢

Core Account

Your business profile, your own admin profile, and billing - the foundation everything else builds on.

💬

Communication

A local phone number with A2P registration, and a dedicated email domain, so you can text, call, and email professionally.

🔗

Connections

Google, Facebook, Instagram, Stripe, and your very first automated workflow.

📅

Daily Tools

Your calendar, the CRM essentials you'll use every day, and the mobile app to manage it all on the go.

Help me do it

Things To Do

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

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Download the Reference Guide so you have it handy for every step ahead

Log in and spend two minutes exploring the left-side menu without changing anything

Open Settings once, just to see what's there before we start filling it out

⚡ Tips

Don't try to learn every feature today. Get set up first, then go deep on one feature at a time.
The software updates often, colors and layout may shift, but everything stays in the same general place.
If you have multiple business locations, use the dropdown on the left side panel to switch between them.
Remember the habit: top to bottom to pick a feature, left to right to explore what's inside it.
If you ever feel lost, there's always a button to take you back to the main menu you were just in.

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.

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Where do you land immediately after logging in?

The main navigation on the left side of the screen is called the ____ menu.

True or false: most of the administrative setup in this course happens inside Settings.

The navigation habit to remember is ____ to bottom, then left to right.

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.

🗓️ My Setup Session Planner

You are an onboarding consultant helping me plan how to actually get through my software setup without it eating an entire week. My context: - My business type: [describe your business in 1-2 sentences] - How much time I can realistically block this week: [for example a few 30-minute sessions, or one long afternoon] - What I'm most eager to start using: [for example texting customers, email, booking appointments, or automations] The 9 setup steps are: Account Basics, Phone Setup, Email Setup, Connect Core Tools, Get a Workflow Running, Calendar Setup, CRM Essentials, On the Go Mobile, and Add Your Staff. Group these into sessions that fit my available time, and for each session tell me: - Which steps belong together, and why grouping them that way makes sense - Roughly how long the session will take - Anything that needs to "sit and wait" afterward (like A2P approval or email domain warmup) so I know to start it early Finish by asking me: "Which session do you want to schedule first? Tell me and I will help you write a simple reminder for it."

📋 Business Profile Checklist for My Business

You are an operations consultant helping me make sure I fill out my business profile completely and correctly the first time, since it affects branding, compliance, and scheduling later. My context: - My business type: [describe your business in 1-2 sentences] - Whether I already have an EIN or business registration number: [yes / no / not sure] - Whether I have multiple locations: [yes / no] Give me: - A checklist of every field worth filling out, grouped logically (branding, legal/compliance, contact info, scheduling) - One sentence per group explaining why it matters later, not just what it is - The 2-3 fields most people skip that they shouldn't - One reminder of what to double check before I click update Finish by asking me: "Do you have your EIN and business address ready right now? Tell me what's missing and I will help you figure out what to do about it."