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Set practical before/after buffers and reminder timing to reduce scheduling conflicts and missed appointments.
Add team members, activate their accounts, and confirm they can access the workspace with the right role.
Design role permissions so each team member has only the access they need to do their job.
Find and fix phone number routing and connectivity issues so calls and texts reach the right destination.
Use a structured checklist to diagnose why Facebook leads are not appearing in your workspace.
Connect Facebook lead integration and verify that incoming leads can sync into your workspace.
Complete SMS business registration and get approved so SMS messaging is available.
Connect Stripe, verify account status, and confirm payout readiness so payment workflows run smoothly.
Complete SMS business registration correctly so your messaging status can move to approved and SMS sending can be enabled.
Assign at least one phone number to a user or team so calls and texts reach the right place.
Turn on your front page so visitors have a live landing page to start from.
Create your first form so customers can start submitting leads.
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