Congrats! You Have Completed Your Account Setup

We offer two types of onboarding for you to choose from. Please review your options below.

Choose Your Onboarding Experience

  • Option 1: Group Self-Onboarding (Included in Your Plan): Join our live group training sessions held three times a week, where we walk you through the most important parts of your new software. These sessions are hosted by our team and designed to give you a broad, practical overview of the system so you can start using it right away. While this option isn’t tailored to your specific account setup, it’s a great way to learn the platform at your own pace — and it’s completely included in your current plan.

  • Option 2: Premium One-on-One Onboarding ( One-Time Fee): Prefer a hands-on, customized approach? With Premium Onboarding, you’ll be paired with a Customer Success Manager who will work with you and your team over the next 4 weeks. Each week, you'll receive personalized guidance, full account setup support, and tailored training based on your business goals. It's the fastest way to get up and running with a system built around your needs.