Search public articles for setup guides, workflows, and troubleshooting help.
Connect Facebook to automatically pull in new leads, or skip this optional onboarding step for now.
Connect Stripe so you can run payment and billing workflows in your account.
Add a default payment method so billing charges can be processed without interruption.
Set up a team role and add at least one active employee so your team can start working in the app.
Set your timezone, business hours, and scheduling defaults so your calendar is ready to use.
Fill in your company profile details so onboarding can move forward.
Verify the owner's email so onboarding can continue and key account features can be turned on.
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