Checklist

Activation checklist

A compact order of tasks from payment to live. Tick them off in your head or print the page — whatever keeps you moving.

  1. 1

    Account

    Sign in with the same email you used at checkout so your licence sits on the right account.

    Open dashboard

  2. 2

    Onboarding

    Complete business details and anything the dashboard asks for — activation waits on the essentials.

    Onboarding help

  3. 3

    Logo & branding

    Upload your logo so local pages match your brand.

    How to upload your logo

  4. 4

    Enquiry routing

    Confirm phone and email so enquiries from your pages reach your team, not a dead address.

    Lead routing

  5. 5

    Billing portal

    Know where to update payment method and invoices (Stripe customer portal from your account flow when enabled).

    Billing & subscriptions

  6. 6

    Activation timing

    Most operators go live within about 24 hours of finishing onboarding; see the timeline if something is still processing.

    Activation timeline

  7. 7

    Where enquiries go

    When live, submissions and calls use the routing you configured — delivery is to you, not a shared lead list.

    How enquiries are delivered

Support

Broader context lives in the operator guide and help centre — start there if you are stuck on a step.