Set up your organization
Configure the settings that affect your first launch. You do not need to finish every advanced option before creating a form or preparing a message.
Before you begin
Use an account with permission to change organization settings. Have your contact information and logos ready. If you will use your own email domain, involve the person who manages its DNS. If you will collect payments, confirm the currency and payment methods with your team.
Open the organization settings menu beside your organization name. The available sections depend on your access.
Complete the essentials
- Identity and branding: confirm the name, address, website, contact details, language and timezone. Upload your logos and choose your button color. Add the social links you use. See organization identity and branding.
- Email identity: verify your domain and sender addresses if you want messages to show your own From address. This is separate from the inbox that receives replies. See send email from your own domain.
- Messaging: choose defaults and monitored reply destinations. Review the channel and communication type on each actual send. See messaging defaults.
- Payments, when needed: configure your payment connection, currency, taxes and ledger codes before opening paid registrations. See payment and financial setup.
- Your subscription: review your Activity Messenger plan, SMS balance and account invoices under Billing. This is separate from client invoicing.
- Your team: invite the people who need to work in the platform and review their roles, granular permissions and assigned forms or classes. See users and permissions.
Save changes in each settings section. Review a form and a message preview before sharing them with clients.
Leave optional settings until you need them
Connect third-party apps when your workflow requires them. Review advanced settings for attendance defaults, client restrictions or other organization-wide rules. Website configuration and point of sale can wait if they are outside your first launch.
Start building
Choose forms for information collection, classes and events for scheduled registrations, or communications for email and SMS. The workflow guide helps you choose the next steps.