Step 1: Set up your company
1. Make sure you are in your Admin Settings. Click Primary Location. 2. Click Details and f ill in your company logo and organization name. 4. Enter your first name, last name, & address. 5. Enter your mobile & business number, and your website...
Step 2: Add your contacts to Onboard Me
There are 3 ways to get clients into your Onboard Me account: 1) Manually enter each contact. 2) Sync with one of our certified integrations 3) Import a CSV file. See below for IMPORTANT precautions: BEFORE YOU IMPORT A CSV! Make sure t...
Step 3: Segment Your Client Groups
To seg ment clients into specific categories: 1. Click the box next to the clients you wish to move & then select Bulk Action. 2. Click Contacts then scroll over to click Switch Tabs. 3. Click the Tabs drop-down menu. Select the category you wish...
Step 4: Setting Up Your Twilio Account
Twilio is the best and cheapest SMS service around. If you already have an account, go to Twilio.com/login to log in. If not, click "sign up for free" to get started with a free account. 1. Type in your email address & click Next. 2. Type in your...
Step 5: Setting Up Your Signature
While not required, this step is encouraged because it will keep your emails professional and congruent with the rest of your company messaging. 1. Click on your name & then My Account Settings 2. Scroll down to Email Settings & click the Signatur...
Step 6: Setting Up Your Client Portal
Use this portal to communicate with your clients via training, progress tracking, and more! 1. Click Quick Launch & click the Client Portal button. 2. Make sure your header section is toggled ON. 3. Enter your Company branding & Title. Update your...
Step 7: How To Use Your Contact Launch Pad
Step 8: How To Perform Bulk Actions On Contacts
LIVE TRAINING: How to navigate your new Onboard Me account
