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...
