Getting Set Up
New here? Start with these fundamental setup guides.
Set Up Your Client Portal: Custom Domain and Notifications
Learn how to connect your custom domain to the client portal and set up notifications for invoices, estimates, and contracts.
How to Create Your Free and Paid Communities
Set up your free and paid communities. Step-by-step walkthrough plus why the paid community is built the same way as the free one.
Create a Free Course and Offer for Your Live Training Replays
Turn your live training replays into a free course. Wrap it in an offer. Grant access automatically when leads come in.
How to Set Up Your Event Calendar Inside Each Community
Set up event calendars inside your free and paid communities. Create events, manage attendees, store recordings, and keep members engaged.
Set Up Your Blog for the Post-Live Workflow
Set up your blog so your post-live workflow has a place to land. Categories, layout, domain — all the pieces explained step by step.
How to Connect Your Accounts to the Social Planner
Connect Facebook, Instagram, LinkedIn, your communities, and more to the Social Planner so you can manage every channel in one place.