What It Does
Software is only useful when it's set up correctly. Pro customers get White-Glove Setup: a Calendly-embedded onboarding-call scheduling page, a dashboard banner deep-link, and a real human walking you through phone provisioning, automation setup, pricing configuration, and your first lead-capture workflow. Most accounts are fully live within 30 minutes.
Step-by-Step Guide
Sign Up for Pro
Pro plan unlocks White-Glove Setup automatically.
Banner Appears on Dashboard
A dashboard banner deep-links to the onboarding-call scheduler.
Pick a Time
Embedded Calendly shows real availability — pick a slot that works.
Setup Call Happens
Our team walks you through every setup step on a live call.
You're Live
Most accounts are fully operational within 30 minutes of the call.
Why You'll Love This Feature
Real Human Setup
Pro customers get hands-on onboarding from our team.
Embedded Scheduler
Calendly embed makes booking trivial.
Dashboard Banner
Deep-link from the dashboard so you never miss it.
Walk Through Setup
Phone provisioning, automation, pricing — we handle every step.
30-Minute Activation
Most accounts are fully live within a single call.
Best-Practice Coaching
We share what works for businesses like yours.
Perfect For
Pro customers who want hands-off setup
Migrations from another platform with data import help
Multi-location rollouts coordinated across branches
Specialized industry setup (HVAC vs roofing vs cleaning)
Account managers who need a recorded walkthrough for their team