9 docs getaggt mit "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.

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

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

Start here to understand the platform environments, trials, and continued learning resources.

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

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

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

Guides and resources for Vendasta-provided services, onboarding, deliverables, and ongoing support.