get setup

Sending Your First Message (SMS or Email)

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. Open the Conversations tab.

  2. Search for or click on a contact.

  3. Choose SMS or Email using the toggle.

  4. Type your message.

  5. Click Send.

Pro Tip

Messages are the building blocks of your client experience. Start with manual messages to get a feel for your voice—then automate what’s working. This is how you scale without losing the personal touch.

Next Suggested Training:

Replying to Clients Like A Pro