get setup

Adding a Client to a Workflow from Conversations

Feeling lost in a sea of tabs and features? Don’t worry — we’re starting simple. This training will walk you through the dashboard layout inside onTap Suite, so you know exactly where everything lives and how to find what you need.

Whether you’re booking a call, building a funnel, or sending a text — it all starts here.

Watch the Training Video Below

Do It Now: Quick Steps

  1. Log into your onTap Suite dashboard

  2. Click through the main tabs: Conversations, Calendars, Contacts, etc.

  3. Hover over the left-hand menu to expand it and get familiar with the layout

  4. Visit the “Settings” tab and just peek at what’s in there (no need to adjust anything yet)

Pro Tip

Even if your workflow is simple—like a one-email follow-up or a task reminder—it’s still a win. You don’t need a perfect setup to start automating.

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