How To Get Onboarded

Edited

NOTE: All 3 onboarding steps are located in your Collab Doc, which was sent to your email upon signup. If you can't find it, please email us at support@foreverbooked.com.

To track your onboarding progress, open your Collab Doc and check off the steps as you go.

STEP 1: Complete Onboarding Checklist

  1. 👉Watch This FIRST

  2. Sign Terms & Conditions

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

  4. Login to to app.foreverbooked.com & bookmark.

    1. You should have received a software login via email. If not, just email support@foreverbooked.com!

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

  6. Complete your Clinic Intake Survey so our marketing coaches can serve you better on support calls.

STEP 2: Attend A Fast Start Session (Mon-Thurs, 12 pm-1 pm 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 @ 12 pm ET to join the call).

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

  1. Complete the START HERE module in Skool.