How To Get On-Boarded

Edited

NOTE: All 3 onboarding steps are located in your Collab Doc. To track your onboarding progress, open your Collab Doc and check off the steps as you go.

STEP 1: Complete On-Boarding Checklist

  1. 👉Watch This FIRST

  2. Sign Terms & Conditions

  3. Complete Onboarding Survey [Complete ASAP for fast phone # verification]

  4. Login to app.foreverbooked.com & purchase a phone number→ Instructions

  5. Login into our Skool Community (if you don’t see an email invite, click
    “Join Group”)

  6. Complete your Transformation Plan Builder, so we can build a customized Transformation Plan for your clinic!

STEP 2: Attend A Fast-Start Session (Mon-Thurs, 12pm-1pm ET)

On this group Zoom call, we’ll ensure your account is completely onboarded and ready to launch campaigns. See the call schedule HERE.

⚠️ Make sure to complete the items below before your Fast Start onboarding session:

  1. Find the login credentials to your Instagram business account.

  2. Identify the owner or an admin of your Facebook business page. They must attend the Fast Start Session.

  3. Understand that you need to attend the call from a computer, NOT a phone.

  4. Attend Fast Start Session (click this Zoom link Mon-Thurs @ 12pm ET to join the call).

STEP 3: Get A Head Start While Waiting To Attend Fast-Start Session

  1. Review the “Introduction & Strategy” module in the help center HERE.