Before you begin

Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.

Where to find it

Follow this path in your workspace

Launchpad → Setup Checklist → Start

Visual guide: Select 1 in the left menu, then use 2 to begin. Labels can vary slightly as your workspace receives updates.

Step by step

  1. 01

    Confirm the business profile, time zone and default contact information.

  2. 02

    Invite users and give each person only the access they need.

  3. 03

    Connect email, phone and calendar channels.

  4. 04

    Create or import a small test contact list.

  5. 05

    Build one simple lead-to-appointment journey and test it from beginning to end.

TalkTuit tips

Small details that make this work better

  • Finish one real customer journey before building advanced features.
  • Use a test contact you control.
  • Document who owns each follow-up step.
Was this guide useful?Help us keep the knowledge base sharp.
Yes, it helpedIt needs work