Onboarding has five steps, in this order
Your progress is saved as you go, so you can leave and come back. Only the workspace owner can complete onboarding.
- Business: your business name, legal name, type, industry, phone, website, address, time zone and contact details.
- Texting number: choose the country and type of number customers will text.
- Payment: review your plan and pay securely.
- Verification: complete the messaging registration that carriers require.
- Finish: confirm everything and go live.
Related guides
Read your Dashboard and setup statusWhat the Dashboard shows and how to finish any setup items that remain.Fill in the Business stepHow to enter your business details, address and time zone during onboarding.Invite team members and understand rolesHow owner and member roles differ and how invitations work.