Schedule Your Onboarding Call
During this call we will set your system up, which includes
Working Session: You must be logged into your account. Make sure you have passwords to your email , social Media and payment processors as you will need these to connect to your CRM.
Account Set UP: We will set your phone number, integrate social media, integrate your email, Set Up your appointment calendar, Connect your Stripe account, import contacts, Add additional Users (If applicable)
Download the Mobile App: We will show you how to download the mobile app and make sure you are logged in.