Setup

Overview

Setup walks you through the few things that make Fondaro yours, one step at a time. It opens full screen as soon as your free 14 days or your plan start. Close it with the × in the corner (or Esc) and you are back where you were; nothing you did is lost. You can come back to it at any time:

• from the Setup card at the foot of the sidebar, which shows how far you are and the next step, until you are done;
• from Settings › Me › Setup, always.

Everything is already on when your plan starts. Setup never asks you to switch something on; it asks for the things only you can give: your logo, your leads, your team, your number, your inbox.

The steps

The steps are listed on the left, and the step you are on opens beside them. Each step in the list shows its number, or a tick once it is done, and one line of what it holds, for example "5 leads", "3 invited" or your phone number; a step you have not started says Not yet. Select any step to open it, or use Back: nothing is locked, and nothing is asked twice. On a narrow screen the list folds into a bar above the step that reads, for example, Step 3 of 9.

Each step asks only for what it needs, right there in the step, and saves it to the same place its settings page does. Everything else waits in Settings.

Your agency (admins):

You (everyone):

A team member sees only You. If you work alone, Invite your team stays out of the way until you choose Add someone above the list of steps.

Inviting your team

Type one or more email addresses; the button counts them. On Foundation, when the new people don't fit, Fondaro asks first, shows the prorated amount charged today, and adds them to your plan, then sends the invites; Billing shows the new number straight away. On Growth, the invite stops when your plan is full and points you to Billing. Share on WhatsApp sends the person a short message with the sign-in link; the invite itself still arrives by email, so they sign in with that address.

If someone couldn't join because your plan was full, the page says so with Add to your plan.

Skipping and finishing

• Skip for now marks a step Skipped with a dashed circle and opens the next one. It keeps its place in the list, and you can open it again whenever you like.
• When no step is left open, Setup says so and counts the steps you skipped. Review setup opens the first step again; Done takes you back to where you were.
• I'm done (under the steps), or the × on the sidebar card, finishes setup and hides the card. For an admin it finishes setup for the agency; for a team member, for them. Setup stays in Settings › Me › Setup.

Already on for you

When the last step is behind them, admins also see what is already running for the agency: Ask Fondaro, Smart routing and Calling. Each row shows whether it is on and links to its settings page with Switch off, if you ever want to.

Before you choose a plan

Until your agency starts its free 14 days or a plan, Setup and the empty lists (Leads, Calls, your Inbox, the Calendar's Agenda and Reports) show one example each, marked Example, so you can see how things will look. The example is drawn on the page and never saved. Admins see Start your free 14 days; team members see "Your admin hasn't chosen a plan yet."

Once your plan starts, those empty lists point to the next thing to do instead: Bring your leads, Add your phone number, Connect your email, Book a viewing (opens a new booking) or See a report (creates a report on how fast your team answers new leads, and opens it).