We’ve worked hard to provide a setup experience that is quick and easy. Of course we are always available to assist at any level and at any time to get you up and running quickly. The following provides an overview of the setup steps and what information is provided in the application.

Setup Page

When you access the setup page you will see something like the following:

This page breaks down the setup process into a 7 Quick & Easy Steps. The steps are:

1. Organizations & Locations
2. Programs, Plans & Levels
3. Staff & Security
4. Automated Billing
5. Email Campaigns
6. Lead Generation & Integrating Member Owl Into Your Website
7. Automations

As you can see from the image above, each step provides a high-level description of what will be accomplished, a “Learn It” button and a “Do It” button. The “Learn It” button provides access to the video library lesson covering that step:

The video will take you through the process of completing that setup step. The “Do It” button takes you to the part of the application where you can immediately begin the setup of that step.

We know that everyone has different levels of comfort for this type of activity. We tried to provide those who feel medium to high levels of comfort with all the information needed to work independently. If for any reason, you need assistance, please do not hesitate to contact us.