The Setup page is one list of what to set up. It shows what is done, what you can do today, and what is not ready yet.
Steps
- Open Setup (on a phone it has its own place in the bar along the bottom).
- Under What you can set up today, a green tick means done.
- Pick any item that is not ticked and press its button. Take them in any order.
- When you finish one, come back to Setup. It is ticked.
What is on the list today
| Item | What it is |
|---|---|
| Add your business | Done when you opened your panel. |
| Confirm your business profile | Your phone, services, towns and hours. See Set up your business profile. |
| Turn on two-step sign-in | Each person does this for their own account. See Turn on two-step sign-in. |
| Invite your team | Only if other people work with you. See Invite your team. |
| Look around with sample leads | See Try it with sample leads. |
Not ready yet
The second list, Not ready yet, shows what is being built: connecting your email, your phone line, your business listing and your calendar, and putting the receptionist on your website.
- There is nothing to press there today.
- Each one moves up to the first list when it works.
- Each one arrives switched off. Nothing starts until you turn it on.
Good to know
- Started the profile and stopped? The button says Carry on. Everything you chose is saved.
- Not an owner? You see the list. Confirm your business profile is on it too, marked "An owner does this. Nothing for you to do here." — with nothing to press. Invite your team is not on your list.