Schedule Your Onboarding Call

During this call we will set your system up, which includes

During this call you can expect (based on your plan):

  • 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.

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