Let's get you set up.

1. Click the Settings gear, bottom left of your account.
2. Click Business Profile.
3. Fill in your business name, contact email, phone number, physical address and website.
4. Set your time zone.
5. Upload your logo.
6. Click Save.

1. In your Business Profile, find the branded domain setting and add a subdomain, for example links.yourdomain.com. This makes the links in your calendar invites come from your domain.
2. Copy the DNS record it gives you (a CNAME) and add it where your domain is managed.
3. Return and verify the branded domain.

Custom values are the reusable pieces of your brand, your logo, brand colours, booking link and lead magnet details, that drop into your pages and emails automatically. Set one in a single place and it updates everywhere it appears. You don't need to fill them all in now. Just know where they live, because you'll set the ones you need as you work through the tasks below.

1. Go to Settings, then Custom Values.
2. Browse the folders to see what's there:Branding (your logo) · Brand Colours (your colour codes) · Meeting Links (your discovery call booking link) · Lead Magnet (title, tagline, three bullets, image, link and topic) · plus your testimonial link.
3. To set one, click it, add your value, and Save. It updates everywhere that value is used.
4. Leave the rest for now. You'll fill the ones you need in the relevant tasks below.

1. Click Settings, then My Profile (or My Staff, then your user).
2. Find the email signature field and add your signature. It appears on the emails you send.

1. In your profile, open Calendar Configuration (or Connected Accounts). Connect your Google or Outlook calendar: sign in and click Allow.
2. Connect your video conferencing (Zoom or Google Meet): click Connect, sign in, and click Allow. This lets your account create a meeting link for each booking.

1. Set your working hours: the days and times you're generally available.
2. Click Save.

1. Go to Calendars, then Calendar Settings, and select your discovery call calendar.
2. Click Edit.
3. In Availability, set your available days and times, your buffer between meetings, minimum scheduling notice, and how far ahead people can book.
4. Set the meeting location to the video conferencing you connected in Task 3. This generates a unique meeting link for each booking automatically.
5. Only if you want the same fixed link on every call, choose Custom and paste your link in instead.
6. Update the booking page description with your own wording.
7. Open Notifications and confirm which alerts go to you and that they use the right email address.
8. Click Save.

1. Click Settings, then Phone Numbers.
2. Click Add Number, choose your country, select a number, and confirm.Your usage wallet needs funds to buy a number and to send. See your usage guide if the balance is empty.
3. Complete the messaging registration: enter your business details and submit. For the US and Canada this is A2P 10DLC and is required before any text will send. Requirements in other countries vary.
4. Wait for approval. This can take a few days.
5. Once approved, set your number as the default sending number.
6. Send yourself a test SMS to confirm it delivers.

1. Click Settings, then Email Services (or Domains).
2. Choose Add a dedicated sending domain and enter your domain or subdomain.
3. Copy the DNS records shown (SPF, DKIM and similar) and add them where your domain is managed.
4. Return and click Verify.
5. Set your sender name so emails show your name.
6. Check your email footer shows your business name and address. This pulls from your Business Profile.

1. Go to Automation, then open your discovery call Workflow.
2. Open each email action in turn: confirmation, 24-hour reminder, no-show, cancellation, reschedule.
3. Edit the copy so it reads in your tone. Keep any merge fields like the contact name or booking link.
4. Check any internal notification emails are set to reach your inbox.
5. Click Save on each email.
6. When done, make sure the workflow is set to Publish, not Draft.

1. Go to Sites, then Forms, and open the Form Builder.
2. Open your discovery call booking form and review the qualifying questions people answer when they book. Edit them to suit how you qualify leads.Some booking questions are set on the calendar itself, so check the calendar settings too if you can't find them in the form.

1. Open your client intake form, the fuller one sent before a call.
2. Find the revenue dropdown and change the currency symbol and bands, for example to £ for the UK. Read through the other questions and adjust.

1. Open your lead magnet opt-in form and check the fields you're collecting, usually just name and email. Keep it short.
2. Click Save on each form.

1. Go to Settings, then Domains, and click Add Domain.
2. Enter the domain or subdomain you want your funnel pages to use (for example www.yourdomain.com). Use a subdomain if your main domain already runs another website.
3. Copy the DNS record shown and add it where your domain is managed.
4. Return and click Verify or Connect.
5. Set it as your default domain and assign your lead magnet funnel to it.

1. Upload your lead magnet file to Google Drive, Dropbox, or your Media Library and copy a shareable link. If using Drive, set the link so anyone can view.
2. Go to Settings, then Custom Values, and open the Lead Magnet folder.
3. Paste your link into lead_magnet_link.
4. Fill in the other values: title, tagline, the three bullets, image, and topic. Your booking link sits under Meeting Links.
5. Click Save on each.

1. Go to Automation and open the lead magnet nurture workflow.
2. Open each of the four emails in turn.
3. Replace every [SWAP] section with your own content: your tip, your client story, and references to your resource.
4. Keep the call-to-action and booking link in place.
5. Click Save on each, and check the workflow is Published.

1. Open your lead magnet opt-in page in a private browser window.
2. Submit a test entry with an email you can check.
3. Confirm the delivery email arrives with your resource link.
4. In Contacts, find the test contact and confirm the tag was applied.
5. Book a call as that test contact and confirm they are removed from the nurture sequence.
6. Delete the test contact when you're done.

1. Find the support button in the corner of your account and click it to open your support hub.
2. Browse the knowledge base for step-by-step articles on using the platform.
3. Check product updates to see what's new.
4. Ask the AI assistant a question any time for an instant answer.
5. When you need more help, reach our support team from the widget.
6. For questions about your set up or account, email [email protected].