Onboarding is included with every new account to help you get started easily and to ensure continuity of service if you’re switching from another provider.
Step 1: Review the getting started guide
New users should start by reviewing the getting started guide. The guide includes step by step instructions to configure new accounts.
Step 2: Training call
Training calls are available for paid accounts.
All participants of the training call should review the getting started guide and watch the how-to videos prior to the call. This way the live call can focus on details specific to your account and advanced configuration options instead of generic, well-documented settings.
Training calls cover the following topics:
Review your specific requirements
Account settings and workflows: