Onboarding form

Let's Personalize Your Account

Please fill out all 12 fields below. Once you click 'Save,' your website, emails, and automations will be updated with your brand information.

Step 1: Your Account & Brand Setup

Your User Account

This email is your primary contact and login. It's how the system will identify you. It can be the same as your business email, but it must be filled out here.

Your Primary Contact Email *

(This will be your user email)

Your Business Identity

What is your official Business Name?

Your Logo URL (must be a .png or .svg link)

You can upload your logo to "Media" and copy the link.

Your Business Address

Your Public Contact Info

This is the information you want customers to use to contact you. It will be displayed on your website.

Public Business Email *

Business Phone Number

Your Brand & Style

These values will automatically change the colors and fonts on your website template.

Your Main Brand Color (Hex Code)

Secondary Color

Hero Background Image URL (Optional)

Paste a link to a high-quality background image. You can upload this in the 'Media' tab first and copy the link.

Your Business Links

These links will be used in your automated workflows for review requests and appointment booking.

Your Brand Font (Google Font Name)

Please enter the exact name of a font from Google Fonts (e.g., Inter, Montserrat, Lato).

Google Review Link

Facebook Review Link

Intro Call Calendar Link

Onboarding form

Let's Personalize Your Account

After submitting the form you will be re-directed to complete step 2 of this process.