Support & Training Hub

your go-to space for step-by-step trainings, quick fixes, and clarity on demand for onTap Marketing Suite clients.

Everything you need to set up, automate, and grow your business — all in one simple hub.

Need Help? We’ve Got You.

Support tickets are here to help you overcome roadblocks so you can stay on track and get results inside your program.

Please note that support is limited to tools and tactics covered in your program. Requests must include a video or step-by-step screenshots so we can clearly see, replicate, and resolve the issue

Support Ticket

  • Submit your support ticket and expect an initial response within 24 hours on business days.

Email

  • After your support request is submitted, additional communication may happen through [email protected] if needed.

training

Here you’ll find categorized video walkthroughs covering everything from setup to automation. Start wherever you need most. From setup and scheduling to payments, marketing, automations, and beyond, it’s all right here.Can't find something you need help with? Submit a support ticket!

Get Set Up

  1. Set Up Your Business Info

  2. Connect Your Email & Phone

  3. Integrate Your Social Media

  4. Trust Center & A2P Setup

  5. Integrating Zoom & Stripe

  6. Adding Users + Setting Permissions

Conversations

  1. Navigate the Conversations Inbox

  2. How to Reply by Email, SMS, or Social

  3. Assign to Team Members

  4. Understand Conversation History

  5. Custom Fields & Values

Calendars & Scheduling

  1. Calendar Overview & Integrations

  2. Create Calendars & Calendar Groups

  3. Set Your Availability + Preferences

  4. Syncing Google or Outlook Calendars

  5. View Appointments & Booking History

  6. Adding Calendar to Websites

Contacts & Management

  1. Importing & Exporting Contacts

  2. Adding / Restoring / Deleting Contacts

  3. Custom Fields & Tag Best Practices

  4. Building Smart Lists

Opportunities & crm

  1. What is a Pipeline?

  2. Creating + Customizing Pipelines

  3. Adding Leads to a Pipeline

  4. Automating Stage Movement

Payments & Invoicing

  1. Connect Stripe or PayPal

  2. Create + Send Invoices

  3. Use Payment Links

  4. Manage Documents & Contracts

Marketing Tools

  1. Schedule Posts with the Social Planner

  2. Email Campaigns vs. Automations

  3. Designing Email Templates

  4. Setting Up Brand Boards

Automation & Workflows

  1. Creating Workflows

  2. Understanding Triggers & Actions

  3. Reviewing & Testing Workflows

  4. Using Recipes to Save Time

Sites & Funnels

  1. Creating a Funnel Step-by-Step

  2. Designing Forms & Embedding Them

  3. Using Website Templates

  4. Surveys, Quizzes, & Chat Widgets

Memberships & Courses

  1. Schedule Posts with the Social Planner

  2. Email Campaigns vs. Automations

  3. Designing Email Templates

  4. Setting Up Brand Boards

Reputation & Reviews

  1. Creating Workflows

  2. Understanding Triggers & Actions

  3. Reviewing & Testing Workflows

  4. Using Recipes to Save Time

Bonus Training

  1. Affiliate Tools

  2. Reporting & Analytics

  3. App Marketplace

  4. Mobile App & Notifications

RESOUrCES

APPROVED VENDORS

  • Connect with an approved vendor to take your business to the next level!

PROJECT CALL

  • Request a call with our team to discuss a specific done-for-you project or idea.