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Welcome to Your App!

Congratulations! Your custom app is ready. This guide will help you get started and make the most of your new platform.

What's Inside Your App

Your app includes these features:

FeatureWhat It Does
CommunityShare posts, updates, and connect with your members
AppointmentsLet members book time with you or your team
CoursesDeliver learning content to your members
Video CallsHave face-to-face conversations online
Live EventsHost webinars and group sessions
NotificationsKeep your members informed and engaged

Note: Your specific features may vary based on your plan.

Getting Started

Step 1: Install the App

Your app works on any device! Here's how to install it:

On Your Phone (iPhone or Android):

  1. Open your phone's web browser (Safari or Chrome)
  2. Go to your app URL
  3. You'll see a prompt to "Add to Home Screen" or "Install App"
  4. Tap it and follow the instructions
  5. The app icon will appear on your home screen!

On Your Computer:

  1. Open Chrome or Edge browser
  2. Go to your app URL
  3. Look for the install icon in the address bar
  4. Click "Install"

Step 2: Log In as Admin

  1. Open the app
  2. Click "Sign In"
  3. Enter your admin email address
  4. Enter your password
  5. Click "Log In"

You'll see the admin dashboard where you can manage everything.

Step 3: Explore Your Dashboard

Once logged in, you'll see your main dashboard. Here's what you can do:

As an Admin, you can:

  • Create and manage posts in the Community
  • Set up appointments and availability
  • Add courses and learning content
  • View member activity
  • Manage user accounts
  • Send announcements

Basic Tasks

Creating a Community Post

  1. Go to Community in the menu
  2. Click "New Post" or the + button
  3. Write your message
  4. Add an image if you want (optional)
  5. Choose a category (if available)
  6. Click "Post"

Your post will appear for all members to see!

Setting Up Your Availability (Appointments)

  1. Go to Appointments in the menu
  2. Click "Manage Availability" or Settings
  3. Select the days and times you're available
  4. Save your changes

Members can now book appointments during your available times.

Inviting Members

Option 1: Share Your App Link

Simply share your app URL with people you want to join. They can:

  1. Visit the link
  2. Click "Sign Up"
  3. Create their account
  4. Start using the app

Option 2: Send Personal Invitations

If your app has an invite feature:

  1. Go to Members or Settings
  2. Click "Invite"
  3. Enter their email address
  4. Click "Send Invitation"

Getting Help

Something Not Working?

Try these quick fixes:

  1. Refresh the app - Pull down on mobile, or press the refresh button on desktop
  2. Log out and log back in - Sometimes this solves issues
  3. Clear your browser cache - If on a computer, try clearing browser data
  4. Check your internet connection - Make sure you're online

Still Need Help?

Contact your support team with:

  • What you were trying to do
  • What happened instead
  • Any error messages you saw
  • Which device you're using

Tips for Success

For Your Members

  • Encourage them to install the app on their phones for the best experience
  • Remind them to enable notifications so they don't miss updates
  • Share regular community posts to keep engagement high

For You as Admin

  • Post regularly in the community to keep it active
  • Respond to comments to build connection
  • Check the app daily for new appointment requests
  • Update your availability when your schedule changes

Frequently Asked Questions

Q: Can I use this on my phone and computer? A: Yes! Your app works on all devices. Your data syncs automatically.

Q: How do members sign up? A: They visit your app URL, click "Sign Up", and create an account with their email.

Q: Can I customize the look of my app? A: The app is already customized with your branding! For additional changes, contact support.

Q: Is my data secure? A: Yes! Your app uses industry-standard security. All data is encrypted and protected.

Q: What if I forget my password? A: On the login screen, click "Forgot Password" and follow the instructions to reset it.

Q: Can I have multiple admins? A: Yes! Contact support to add additional admin users.

Quick Reference Card

TaskWhere to Find It
Create a postCommunity → New Post
Book appointmentAppointments → Book
View membersMembers (or Settings → Users)
Change settingsSettings
Get helpSettings → Help / Contact Support

What's Next?

  1. Explore the app - Click around and see what's available
  2. Create your first post - Welcome your members!
  3. Set up your availability - Get ready for appointments
  4. Invite your first members - Share your app link

Welcome aboard! We're excited to have you.