Start Adding Tools to Your Businesses and Users

Some tools on the platform are based on the business unit (website, social dashboard, review management, etc.), and some are based on the user (CRM, cloud storage, email/calendar, etc.). When adding tools, it's important to know what business unit or user you're adding the tool to. Luckily, the platform makes that simple!

Adding tools to a business: 

Click on the tool in the left hand menu to open the tool, see some information on what that tool does, watch a video, and purchase the tool. NOTE - if you manage multiple businesses, make sure the business you want to buy the tool for is the one showing in the dropdown at the top.

In the tool you want to set up, click the Purchase button, enter your billing information, and click save to purchase and activate your tool. The purchase system runs a number of calls, so only click once, and give a bit of time for the tool to go live.

Adding tools to a user:

Tools like the CRM, appointment scheduler etc. are purchased at the user level. If you are purchasing the tool for yourself, you can simply click the link in the left hand menu for that tool and walk through the purchase process. Once again, the tool may take up to 2 hours to be activated and available for use.

If you are purchasing the tool on behalf of an employee or client, you can find the purchase system in the User/Business Management system under the gear icon in the upper right-hand corner. 

Make sure you are on the "User" view, and search for the user you would like to activate a tool for.

Click the "Edit" link by the name of that user, and purchase the tool for that user right through the interface. That's it, there tool will be activated and ready for use!