01
You sign up for your free trial
Create your account in minutes — no credit card required.
02
Fill out your intake form
You fill out the intake form and our team gets in touch with you within 24 hours to kick off setup.
03
We build your branded CRM
Our team sets up your calendars, automations, and dashboard — fully branded with your logo, colors, and business name, within 48 hours.
04
Kickoff call & training
A short call to walk through your new system, confirm booking rules, and answer any questions. Join a free live training session if you'd like extra help getting familiar with the CRM.
05
Go live
Share your new booking link on your website, social media, and Google Business Profile. Your automations start working immediately.
Ready to start? Begin your free 30-day trial.