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...
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...
How to clear your Cache
When you use a browser, like Chrome, it saves some information from websites in its cache and cookies. Clearing them fixes certain problems, like loading or formatting issues on sites. In Chrome On your computer, open Chrome. At the top right, cli...
