Quick Account Configuration Guide

This guide outlines a streamlined process for setting up your account to ensure optimal functionality and a seamless user experience.

Watch the walkthrough video here:
 https://www.loom.com/share/a28c79d38b8d4aee9fb3c5704f98f747?sid=83e3d54b-5133-4ebd-ad47-b2b09d46922f

✅ 1. Main Left Pane Menu Adjustments

Purpose:
 Standardise settings across all Waiver and End of Groom (EOG) Reports.

Steps:

Navigate to the Main Left Pane Menu.

Review each Waiver and EOG Report.

Apply consistent configurations across all relevant reports to ensure uniform behaviour and output.

2. Domain Connection & Payment Settings

Purpose:
 Connect your domain and manage payment settings to avoid unnecessary client friction.

Steps:

Go to Sites > Funnels > Settings > Connect Domain.

Toggle off “Payment Mode / Require Credit Card” to disable the mandatory payment field.

Click Save to apply your changes.

This ensures clients can access your forms and funnels without needing to input payment details upfront.

3. Documenting Funnel URLs

Purpose:
 Maintain a clear and accessible record of all live Funnel URLs for future updates and trigger link setups.

Steps:

While updating each funnel, copy the funnel’s URL.

Paste each URL into a new Google Doc titled “Funnel URL Template”.

This document will be used later for updating trigger links in automations and workflows.