We’re thrilled to have you with us! We know starting something new can come with plenty of questions, so we’ve put together this article to help you feel confident as you dive into Biz360.
Set Up Your Account
Let’s get everything ready so you can make the most of all the features Biz360 has to offer.
Import contacts and leads
Import your contacts into the CRM to keep everything organized and ready to go.
Set up payment processors
Set up your payment processors for smooth, hassle-free payments from clients.
Set up your calendar
Sync your calendar with Biz360 so clients can easily book appointments with you.
Connect your Zoom account
Connect your Zoom account to Biz360's scheduling, so clients automatically get their Zoom links when they book.
Connect Biz360 to your website or online presence
Add Biz360 to your website or social media to use its widgets for bookings, payments, and communication.
Explore Biz360
Once you're set up, take time to explore Biz360. Add a colleague or family member as a contact and experiment with sending emails or payment links to see how everything functions.
Tip: Use two email addresses—one for your account and another personal email to experience Biz360 from your client's perspective.
What's Next?
As your go-to platform for all things business, you can tailor Biz360 to suit your needs. When you're ready to dive deeper into the full range of features Biz360 offers, our resources are here to help. If you have any questions, feel free to reach out. We're here to assist you every step of the way.
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