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Log in for the first time
Set your password and save your login page.
Install the mobile app
Answer messages and see appointments from your phone.
Confirm your business details
Set your address, phone, and time zone.
Import contacts from a spreadsheet
Upload a CSV file to add many contacts at once.
Reply to texts and emails
Answer every message from one inbox.
Share your booking link
Let clients pick a time on their own.
Edit text on your website or funnel
Change wording, images, and prices on a page.
Create and send an invoice
Bill a client and let them pay online.
Schedule a social media post
Plan posts ahead across all your accounts.
Browse by topic
Getting Started
Log in, find your way around, and set up the basics.
1 article
Mobile App
Run your business from your phone.
1 article
Account and User Settings
Business details, your profile, and team access.
3 articles
Contacts and Smart Lists
Add, import, tag, and filter your contacts.
4 articles
Conversations
Reply to texts, emails, and chats from one inbox.
1 article
Calendars and Bookings
Appointments, booking links, and availability.
4 articles
Pipelines and Opportunities
Track every lead and deal by stage.
2 articles
Workflows and Automation
Follow-ups that run on their own.
1 article
Funnels and Websites
Edit pages, publish, and track visitors.
1 article
Forms, Surveys, and Quizzes
Collect leads and answers on your pages.
1 article
Payments, Invoices, and Estimates
Get paid with invoices, estimates, and payment links.
5 articles
Email Campaigns and Social Media
Send campaigns and schedule posts.
5 articles
Reviews and Reputation
Collect and answer reviews.
1 article