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Core Account Setup

  1. Business Profile
      2. 🔗 Lock in your foundation.
      Set your name, brand, and other core settings to personalize your OS.
  1. My Profile
      2. 🔗 Personalize your OS.
      Update your name, photo, and preferences to align your brand across the board.
  1. Integrate Your Payment Provider
      2. 🔗 Get paid faster.
      Hook up Stripe, PayPal, etc., for smooth cash flow.
  1. Email Sync & Warm-Up
      2. 🔗 Set it up + warm it up.
      This makes sure your emails land in inboxes, not spam folders.
  1. Phone Number Setup
      2. 🔗 Call, text, comply.
      Register your number and A2P to stay compliant and deliver texts reliably.
  1. Calendar Sync & Zooma
      2. 🔗 Sync and schedule.
      Connect your calendar and Zoom to make booking calls easy-peasy.
  1. WhatsApp Integration
      2. 🔗 Message where they hang out.
      Enable WhatsApp for fast, familiar, fully integrated convos.
  1. Facebook & Instagram Integration
      2. 🔗 Turn attention into action.
      Connect your social platforms for automated DMs that convert.
  1. Domain Connection
      2. 🔗 Own your space.
      Set your domains to run funnels, emails, and automations under your brand.