9 docs tagged with "onboarding"

An onboarding email and set of Business App Home cards that show SMBs the work AI has already done for them, recommend next steps, and surface upgrade options.

Learn what the Business App welcome email contains, what can be customized, and how to use Marketing Campaigns as the recommended workaround for custom onboarding content.

Configure Featured Packages in the Business App to present suggested packages during client sign-up.

Configure customer notifications, global announcement banners, and automated onboarding campaigns.

Show clients how to use their Business App dashboard during onboarding and walkthroughs.

End-to-end guide for configuring and launching Business App, including mobile setup, configuration scenarios, and a pre-launch checklist.

An introduction to Vendasta: the three platform environments, the four levels of access, and what's limited during a trial.

Configure self-signup to allow customers to create their own Business App accounts and onboard themselves.

Vendasta Services fulfills websites, social media, advertising, listings, and AI Workforce setup for your clients. How to order and track services.