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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 location name.   4. Enter your first name, last name, & address. 5. Enter your mobile & business number, and your website add...

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By Brian Devlin

November 28, 2022

Step 2: Add your contacts to Onboard Me

There are 3 ways to get clients into your Thrive Coach 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...

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By April Jamio

November 28, 2022
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