Support & Training Hub

Get Set Up with Confidence

Before you build anything, let’s make sure your business foundation is set. This is where you’ll connect your email, phone, branding, and integrations — the essentials that unlock everything else.

  • Navigating the Platform

Let’s take a tour so you know exactly what’s where.

  • Set Up Your Business Info

This step walks you through adding your business name, logo, time zone, and contact info.

  • Set up custom dashboard

Customize your dashboard to show you the data most important to your business growth.

  • Add a User (if applicable)

Invite team members, VAs, or coaches and set roles.

  • Set Up Your Domain

Make your funnels and emails look pro with a custom domain.

  • Connect Your Email

Set up your email inbox so your messages send smoothly and land in the right place.

  • Add a Phone Number

Choose a dedicated business number for calls and texting.

  • Complete Trust Center Setup (A2P)

Required for sending texts in the U.S. We’ll walk you through it.

  • Integrate Zoom

Connect your Zoom so meetings auto-sync to calls and automations.

  • Connect Your Social Accounts

Link Facebook, IG, TikTok, etc. so you’re ready for social posting.

  • Choose & Connect Payment Platform

Pick the payment provider that works best for your business and connect it to your account.

  • Troubleshooting Common Errors

Quick fixes for common setup hiccups—like email not sending or Zoom not connecting—so you can get back on track fast.

  • SUBmit a support ticket or question

Got a question or stuck somewhere? Submit a support ticket here, and we’ll guide you through it, step by step.

REMINDER:

Don’t feel like you need to do it all in one sitting. Start with the essentials, come back as you go. You’ve got this!