How: Step-by-step directions on how to do that:
1. After you sign up for Pulse360, your workspace will automatically be created. You will receive an email invitation when it is ready:
2. Press the "Accept Invitation" button in the invite and follow the steps to complete the Setup.
3. Please enter your first and last name, set your password, and then continue.
4. Once you're logged in, head over to "Setup" then click on "Essential Tasks" first. Here are the most important things you should do when setting up your account. You can:
When you complete a step, it will be marked with a checkmark.
6. Then proceed to "Personalize Your Experience." Here you can:
When all steps are complete, they will be checked.
7. Before installing the software, we recommend watching some videos to better understand Pulse360. To do this, press the "?" contact support button at the top right corner of the screen to view brief overview videos of Pulse360.
8. After you watched the videos, schedule a 1-on-1 Walkthrough, where we, in detail, explain how to use Pulse360 and answer all your questions.
You can also use this link: https://pulse360.com/1-on-1-onboarding.
Tips
CRM connection, Logo, and Document Vault are shared practice-wide.
Email connection, Email Signature, and Wet Signature are personal for every user.