Getting started

Complete onboarding and branding

Collect the required business details, logo, and routing settings so your pages can launch.

What onboarding unlocks

Add your business name, website and routing phone after purchase.

This enables lead routing, branded pages, and activation to complete cleanly.

National buyers only need to provide branding once; it applies across covered regions.

What happens if onboarding is incomplete

Licensing is held, but outbound generation stays in setup mode until details are submitted.

Complete onboarding prompts appear in your dashboard and help area.

Once saved, activation and enrichment continue automatically.

Next action

Go to your dashboard licence rows and open the onboarding guidance link.

Review the dashboard timeline after saving details; activation states update automatically.

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