Getting Started
Up and running
in days, not weeks.
We do the heavy lifting. You get a fully configured platform, walked through step by step, ready to use on day one.
Setup Options
Two ways to get started.
🚀
Done-For-You Setup — $495
Recommended
We configure everything for you. CRM setup, calendar connection, automation workflows, contact import, branding, email deliverability, and a guided walkthrough when everything is ready.
- CRM and pipeline configured
- Booking calendar connected and tested
- Automation workflows built
- Existing contacts imported
- Email deliverability (DKIM/SPF/DMARC) configured
- Branding and colours applied
- Guided walkthrough when live
- $40 welcome wallet credit loaded
📖
Self-Serve Setup — Free
For tech-comfortable users
Follow our self-setup guide to configure your account yourself. Step-by-step instructions, video walkthroughs, and email support if you get stuck.
- Step-by-step written setup guide
- Video walkthroughs for each step
- Email support for questions
- $40 welcome wallet credit loaded
- Does not include hands-on configuration
- Does not include guided walkthrough
Done-For-You Process
What happens after you sign up.
- Step 1 — You sign up and pay the setup fee
Get in touch via the contact form or email. We’ll confirm your details, take the $495 setup fee, and begin your account configuration within 1–2 business days.
- Step 2 — We ask you a few questions
- Step 3 — We configure everything
- Step 4 — We test everything
- Step 5 — You're live — guided walkthrough included
Setup Included
What the $495 setup fee covers.
CRM Configuration
Pipeline stages set up for your business. Custom fields created. Contact import from your existing system or spreadsheet.
Calendar & Booking
Online booking calendar configured, availability set, services added, and confirmation messages written.
Core Automations
Missed call text-back, appointment reminder sequence, post-service review request, and welcome follow-up — all built and tested.
Email Deliverability
DKIM, SPF, and DMARC records configured. Dedicated sending domain set up. Email warm-up guidance provided.
Branding Applied
Your logo, colours, and business details applied throughout the platform. Looks like your business, not ours.
Guided Walkthrough
A training session covering everything you need to know to use the platform confidently from day one.
Ready?
Let's get your business
set up today.
Get in touch and we’ll get the process started. Most businesses are fully live within 5–7 business days of signing up.
$149/mo subscription + $495 one-time setup · $40 wallet credit included