๐Ÿ›Ÿ

Core Account Setup


  1. Business Profile
    1. Set your name, brand, and other core settings to personalize your OS.
  1. My Profile
    1. Update your name, photo, and preferences to align your brand across the board.
  1. Integrate Your Payment Provider
    1. Hook up Stripe, PayPal, etc., for smooth cash flow.
  1. Email Sync & Warm-Up
    1. This makes sure your emails land in inboxes, not spam folders.
  1. Phone Number Setup
    1. Register your number and A2P to stay compliant and deliver texts reliably.
  1. Calendar Sync & Zooma
    1. Connect your calendar and Zoom to make booking calls easy-peasy.
  1. WhatsApp Integration
    1. Enable WhatsApp for fast, familiar, fully integrated convos.
  1. Facebook & Instagram Integration
    1. Connect your social platforms for automated DMs that convert.
  1. Domain Connection
    1. ๐Ÿ”— Own your space.
      Set your domains to run funnels, emails, and automations under your brand.