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✔ Account Setup
Create New Account
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Setup the Clients Location and Information.
Setup Email Domain - Agency Settings1
Setup Phone Number
Integrate with Google & Facebook
Setup Custom Values
Reputation Setup
User Setup
🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
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Step 1.3 - Coupons Left Script
Step 2 - Color Changes & Logo Update
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⚙ Custom Values
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Call Swapping (Website)
Creating a Number Pool (Website)
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Setup the Clients Location and Information.

2min

You'll first be presented with a map and a search bar.  Search for the business name here. 



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NOTE: Service area businesses that do now have a physical address listed on google will not be searchable in this field and will have to be setup manually. 

Continue with adding account



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Continue by filling out the Account Info & General Info Below. If the business was found in search above some of this info is already filled out. 

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Add the business owner or the primary doctor in this case.  Its probably best practice to use the frond desk or primary contact email here. 

Updated 03 Mar 2023
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