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Get set up

9 lessonsBeginnerPartner CenterEmail domainPaymentsBrandingAI ReceptionistAccountsOnboarding
Estimated time · about 2 hours 15 minutes|Required · Partner Center admin access, A paid subscription, Access to your domain's DNS settings

Objective

Make the platform yours, then bring your first client into it. The map of the two workspaces, email that sends from your own domain, and payments that collect on their own. Then your brand across everything clients see, a working AI Receptionist on your own website, your first client account with a product live on it, the first email and Home page that client sees, and every help channel by name.

Outcomes

✓You can say which workspace any task belongs to, for you and for each client
✓Your platform sends email from your domain, collects payment automatically, and carries your brand
✓Your own AI Receptionist is configured, installed on your website, and tested
✓Your first client exists in the platform: account created, a product activated, and their user invited
✓You know what that client sees on day one, and you have set what leads, what they can buy, and at what price
Where you will be working

Everything in these lessons is done from your main administration workspace: Partner Center, at partners.vendasta.com.

What you will learn​

The Vendasta Platform

The white-label model, who works where, and how the two workspaces connect.

Key topics:

  • Your mental model for the platform
  • Partner Center versus Business App
  • Your team, and where AI Employees live
Learn more →

Connect your domain and email

Every email the platform sends arrives from your business.

Key topics:

  • Setting your sender name and address
  • Adding SPF, DKIM, and DMARC at your DNS host
  • Confirming each record validated
Learn more →

Connect payments and billing

The two prices, the Stripe decision, and billing that collects on its own.

Key topics:

  • The wholesale-to-retail model
  • Completing the Payments application
  • Default billing, where retail prices live, and your monthly estimate
Learn more →

Brand your platform

Your logo and color across both workspaces, and what clients see.

Key topics:

  • Partner Branding, top to bottom
  • Renaming Business App
  • Choosing which pages clients see
Learn more →

Turn on your own AI Receptionist

Configure it, give it knowledge, test it, then put the widget on your site.

Key topics:

  • Role, capabilities, and knowledge
  • Testing it before anyone else meets it
  • The widget, and where the leads land
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Bring in your first client

The account, a product live on it, and the invite that opens their Business App.

Key topics:

  • Creating the account that carries everything
  • Activating a product and choosing its edition
  • The onboarding email, sent at the right moment
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Walk your client's first experience

The email that lists finished work, what their landing page shows, and the three settings on your side that decide it.

Key topics:

  • The onboarding email and the Business App Home cards
  • What is active before you invite, and the Vibe website
  • Upgrade paths, retail prices, and the Home card toggles
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Where to get help

The AI assistant, two documentation sites, your Client Success team, and webinars.

Key topics:

  • The fastest first stop for any question
  • Client-safe documentation you can share
  • Booking time with a real person
Learn more →

Get set up skill check

Ten scenario questions drawn from every step in the path.

Key topics:

  • Scenarios, not definitions
  • Every step represented
  • Find what deserves a second pass
Learn more →