Getting Started
Module 1 — Connecting Payment, Reviews, Messages
2:45 · Video guide
We're excited to get your system live and running. Watch the short video above and follow the steps below. Each video is only about 1–2 minutes and is designed to walk you through the setup process step by step so you can get familiar with the platform.
Step 1 — Log In & Save Access
- Log into your CRM using the login link provided
- Bookmark the page in your browser so you can easily access it anytime
Step 2 — Connect Your Google Business (If Applicable)
- Link your Google Business Profile
- This helps you manage reviews, messages, and visibility in one place
Step 3 — Connect Your Facebook Account
- Link your Facebook page
- This allows your messages to sync into the system so you can keep everything in one inbox
Step 4 — Set Up Payments (Stripe Recommended)
- Connect your Stripe account to begin accepting payments
- This allows you to collect deposits, send invoices, and get paid online
Other Payment Options
- Go to Payments → Integrations
- Connect PayPal, Square, or another payment processor if preferred