Congratulations!
You just joined SalesInvite and you want to know “What’s Next!?” This guide will show you the easiest steps to tailor your account to your business needs.
Before we begin, all of the steps in this QuickStart Set-up Guide will be completed from the “Settings” located at the bottom of the left sidebar menu.
- Connect the Integrations
- Connect your domain
- Set up your new business phone number
- Connect your email
- Set system to your time zone
- Set up business voicemail
- Set up missed call text
- Connect your Calendar
- Download our App
Connect the Integrations
Click “Integrations” from the left sidebar menu. (In the Settings section)
Go ahead, Connect all the applicable accounts you have.
-Google Business Account (Click here to create)
-Facebook & Instagram
-Quickbooks
-Clio (Software for lawyers)
-Stripe (Click here to create)
-Shopify
(screenshot below)
Connect Your Domain
Click “Domains” from the left sidebar menu. (In the Settings section)
Click the “+Add New Domain” button.
Next, look where it says “Note: Please make sure to have either an A record ….” Copy the IP Address (as shown below) and you want to locate your DNS Settings with your Domain Registrar (where you registered your domain).
Then update or create an A record pointing to the IP Address you just copied and save those DNS settings.
Once complete, enter your domain into the first field, and if you have a Robots.txt code you can enter it in the 2nd field. Then click the “Add” button.
NOTE: The A record may take a few minutes to update depending on your registrar.
Set Up Business Phone Number
Click “Phone Numbers” from the left sidebar menu. (In the Settings section)
Some accounts are automatically assigned a phone number which you may see on this screen. If so, you can delete and create a new number if desired.
To set up your business phone number click “+Add Number”
Select your country and desired Area Code, then click “Search”
After you have selected the number you would like, you can edit settings from the pencil icon.
From there you can see the settings to choose the call forwarding number, call recording, call timeouts, and more.
Connect Your Email
Click “SMTP & Mailgun Services” from the left sidebar menu. (In the Settings section)
Click the “+Add Service” button.
Select your email provider.
Insert your Email Address & normal Password for your email.
Click the “Save” button.
If you’re using another provider besides gmail, yahoo, or sendgrid you can click here to see our support article for a list of SMPT settings from other provider.
Set system to your Time Zone
Click “Business Info” from the left sidebar menu. (In the Settings section)
Just make sure to Click “Update Address” after you select your Time Zone.
Set up Business Voicemail
First, you will need to record a voicemail to upload, in mp3 or wav format.
Next, Click “Business Info” from the left sidebar menu. (In the Settings section)
And, scroll below the “Company Data section.
Click “Upload”, locate and select your file, then don’t forget “Save Call Settings”
(Click here for Voicemail support articles)
Set up Missed Call Text
Click “Business Info” from the left sidebar menu. (In the Settings section)
You will find this section slightly below the Voicemail Settings on the right side.
Make sure you have “Enable missed call text back” checked.
You can keep the preset message or type your own, then Click the “Save” button.
Connect Your Calendar
Click “Calendar” from the left sidebar menu. (In the Settings section)
Click “+ New Calendar”
Complete Booking Setup to your requirements
Click here for a support article explaining the Sync Options
In step 3 under “Confirmation” for Custom Form, this is how people will sign up to the calendar/booking.
Download our App
Just click one of the logos below.
*(Coming Soon) Once done, don’t forget to check out our Advanced Set-up Guide.
We’ll show you how to:
- Set up SMS appointment reminders
- Set up SMS birthday promotions
- Set up a power phone dialer
- Cold outreach tips
Plus, many more tricks you can implement!
See you there!
