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Partner Onboarding

Every partner with a paid Vendasta subscription gets a free onboarding session with a Customer Success Manager to help set up Partner Center. To schedule it or get more training, contact your assigned Client Success team in the bottom left corner of Partner Center.

Free Onboarding Session​

Every Partner paying a subscription with Vendasta is entitled to a free session with a Customer Success Manager. These calls are designed to help with early set up in the platform.

What is included?​

  • Team Setup: Support with configuring internal Team Roles, Permissions, and Salesperson Profiles
  • Payment Configuration: Assistance with setup to accept customer payments ("Vendasta Payments")
  • Branding & Customization: Configure platform branding, email settings & custom domains (Custom Domains available on Professional subscription & above)
  • Client Management: Walkthrough of how to import client/company lists, and finding leads within the platform
  • Meeting Setup: Set up your Meeting Link
  • AI Configuration: AI Chat Receptionist configuration and installation support

Need more help?​

Contact your assigned Client Success team in the bottom left corner of Partner Center for more training and onboarding assistance. Your Customer Success Manager will support as many training sessions as you need to be a successful Partner, and can help with a variety of topics including CRM, Snapshot Reports, billing, marketing, and more.

FAQs​

Do I need to pay for onboarding sessions?

Work with your Customer Success Manager for training resources and sessions to find success in the Vendasta Platform.

How do I schedule my free onboarding session?

Contact your assigned Client Success team in the bottom left corner of Partner Center to schedule your onboarding session.

What does the free onboarding session cover?

The session covers team setup (roles, permissions, and salesperson profiles), Vendasta Payments setup, branding, email settings and custom domains, importing client and company lists, finding leads, setting up your Meeting Link, and AI Chat Receptionist configuration. Custom Domains are available on the Professional subscription and above.

Where can I get more partner training after onboarding?

Contact your assigned Client Success team in the bottom left corner of Partner Center. Your Customer Success Manager supports as many training sessions as you need, on topics including CRM, Snapshot Reports, billing, and marketing.