> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> Walk through the most important initial steps to effectively set up your HoopAI Platform account from scratch.

export const CourseTracker = ({courseId, lessonId, videoId}) => {
  const [progress, setProgress] = useState({});
  const [expanded, setExpanded] = useState(false);
  useEffect(() => {
    setProgress(loadProgress());
    document.body.setAttribute("data-academy", "true");
    return () => document.body.removeAttribute("data-academy");
  }, []);
  const course = COURSES[courseId];
  if (!course) return null;
  const lessons = course.lessons;
  const currentIndex = lessons.findIndex(l => l.id === lessonId);
  const completedCount = lessons.filter(l => !!progress[courseId + "/" + l.id]).length;
  const percent = lessons.length > 0 ? Math.round(completedCount / lessons.length * 100) : 0;
  const isCurrentDone = !!progress[courseId + "/" + lessonId];
  const prev = currentIndex > 0 ? lessons[currentIndex - 1] : null;
  const next = currentIndex < lessons.length - 1 ? lessons[currentIndex + 1] : null;
  const totalDuration = formatTotalDuration(lessons);
  const handleToggle = () => {
    const key = courseId + "/" + lessonId;
    const updated = {
      ...progress
    };
    if (updated[key]) {
      delete updated[key];
    } else {
      updated[key] = Date.now();
    }
    setProgress(updated);
    persistProgress(updated);
  };
  const lessonPath = lesson => "/academy/" + course.dir + "/" + lesson.id;
  const videoEmbed = videoId ? <div style={{
    position: "relative",
    width: "100%",
    paddingBottom: "56.25%",
    borderRadius: "var(--ds-radius-lg)",
    overflow: "hidden",
    marginBottom: "24px",
    background: "#000"
  }}>
      <iframe src={"https://www.youtube-nocookie.com/embed/" + videoId + "?rel=0"} title="Lesson video" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen style={{
    position: "absolute",
    top: 0,
    left: 0,
    width: "100%",
    height: "100%",
    border: "none"
  }} />
    </div> : null;
  const lessonList = lessons.map(lesson => {
    const isActive = lesson.id === lessonId;
    const isDone = !!progress[courseId + "/" + lesson.id];
    const itemStyle = {
      display: "flex",
      alignItems: "center",
      gap: "8px",
      padding: "10px 16px",
      borderTop: "1px solid var(--academy-border-subtle, #f3f4f6)",
      background: isActive ? "var(--academy-active-bg, #f9fafb)" : "transparent",
      textDecoration: "none",
      cursor: isActive ? "default" : "pointer",
      color: "inherit",
      transition: "background 0.15s"
    };
    const titleStyle = {
      flex: 1,
      fontSize: "13px",
      fontWeight: isActive ? 600 : 400,
      color: isActive ? "var(--academy-text, #111827)" : "var(--academy-text-secondary, #6b7280)",
      overflow: "hidden",
      textOverflow: "ellipsis",
      whiteSpace: "nowrap",
      lineHeight: "1.4"
    };
    const durationStyle = {
      fontSize: "12px",
      color: "var(--academy-text-muted, #9ca3af)",
      whiteSpace: "nowrap"
    };
    const inner = <>
        {isDone ? <CheckCircle /> : <VideoIcon />}
        <span style={titleStyle}>{lesson.title}</span>
        <span style={durationStyle}>{lesson.duration}</span>
      </>;
    if (isActive) {
      return <div key={lesson.id} style={itemStyle}>
          {inner}
        </div>;
    }
    return <a key={lesson.id} href={lessonPath(lesson)} style={itemStyle}>
        {inner}
      </a>;
  });
  return <div className="not-prose" id="academy-course-tracker">
      {videoEmbed}
      <div className="academy-tracker" style={{
    fontFamily: "Inter, -apple-system, BlinkMacSystemFont, sans-serif",
    borderRadius: "var(--ds-radius-lg)",
    border: "1px solid var(--academy-border, #e5e7eb)",
    background: "var(--academy-bg, #ffffff)",
    overflow: "hidden",
    marginBottom: "24px"
  }}>
        {}
        <div style={{
    padding: "16px 16px 0"
  }}>
          <h3 style={{
    margin: 0,
    fontSize: "16px",
    fontWeight: 600,
    lineHeight: "1.4",
    color: "var(--academy-text, #111827)"
  }}>
            {course.title}
          </h3>
          <div style={{
    display: "flex",
    gap: "12px",
    marginTop: "8px"
  }}>
            <span style={{
    display: "flex",
    alignItems: "center",
    gap: "5px",
    fontSize: "12px",
    color: "var(--academy-text-secondary, #6b7280)",
    padding: "3px 8px 3px 6px",
    borderRadius: "var(--ds-radius-sm)",
    border: "1px solid var(--academy-border, #e5e7eb)"
  }}>
              <BookIcon /> {lessons.length} lessons
            </span>
            <span style={{
    display: "flex",
    alignItems: "center",
    gap: "5px",
    fontSize: "12px",
    color: "var(--academy-text-secondary, #6b7280)",
    padding: "3px 8px 3px 6px",
    borderRadius: "var(--ds-radius-sm)",
    border: "1px solid var(--academy-border, #e5e7eb)"
  }}>
              <ClockIcon /> Approx. {totalDuration}
            </span>
          </div>
        </div>

        {}
        <div style={{
    padding: "14px 16px 16px"
  }}>
          <div style={{
    display: "flex",
    justifyContent: "space-between",
    fontSize: "12px",
    color: "var(--academy-text-secondary, #6b7280)"
  }}>
            <span>Your progress</span>
            <span style={{
    fontWeight: 500,
    color: "var(--academy-text, #111827)"
  }}>
              {percent}%
            </span>
          </div>
          <div style={{
    height: "6px",
    borderRadius: "var(--ds-radius-full)",
    background: "var(--academy-track, #f3f4f6)",
    marginTop: "8px",
    overflow: "hidden"
  }}>
            <div style={{
    height: "100%",
    borderRadius: "var(--ds-radius-full)",
    background: "var(--academy-progress, #3b82f6)",
    transition: "width 0.5s cubic-bezier(0.4, 0, 0.2, 1)",
    width: percent + "%"
  }} />
          </div>
        </div>

        {}
        <div className="academy-lessons-desktop">{lessonList}</div>

        {}
        <div className="academy-lessons-mobile">
          <button onClick={() => setExpanded(!expanded)} aria-expanded={expanded} style={{
    display: "flex",
    alignItems: "center",
    justifyContent: "space-between",
    padding: "12px 16px",
    cursor: "pointer",
    borderTop: "1px solid var(--academy-border-subtle, #f3f4f6)",
    background: "transparent",
    border: "none",
    borderTopStyle: "solid",
    borderTopWidth: "1px",
    borderTopColor: "var(--academy-border-subtle, #f3f4f6)",
    width: "100%",
    textAlign: "left",
    color: "var(--academy-text-secondary, #6b7280)",
    fontSize: "13px",
    fontWeight: 500,
    fontFamily: "inherit"
  }}>
            <span>
              {expanded ? "Hide lessons" : "Show all " + lessons.length + " lessons"}
            </span>
            <ChevronDown open={expanded} />
          </button>
          {expanded && lessonList}
        </div>

        {}
        <div style={{
    display: "flex",
    alignItems: "center",
    justifyContent: "space-between",
    borderTop: "1px solid var(--academy-border, #e5e7eb)",
    padding: "10px 16px"
  }}>
          {prev ? <a href={lessonPath(prev)} style={{
    fontSize: "13px",
    color: "var(--academy-text-secondary, #6b7280)",
    textDecoration: "none",
    display: "flex",
    alignItems: "center",
    gap: "4px"
  }}>
              ‹ Previous
            </a> : <div />}
          <button onClick={handleToggle} style={{
    fontSize: "13px",
    fontWeight: 500,
    cursor: "pointer",
    padding: "6px 14px",
    borderRadius: "var(--ds-radius-md)",
    border: isCurrentDone ? "1px solid var(--academy-border, #e5e7eb)" : "none",
    background: isCurrentDone ? "var(--academy-bg, #ffffff)" : "var(--academy-btn-bg, #111827)",
    color: isCurrentDone ? "var(--academy-complete, #10b981)" : "var(--academy-btn-text, #ffffff)",
    display: "flex",
    alignItems: "center",
    gap: "6px",
    transition: "all 0.2s",
    lineHeight: "1.4",
    fontFamily: "inherit"
  }}>
            {isCurrentDone ? <>
                <CheckCircle /> Completed
              </> : "Mark as completed"}
          </button>
          {next ? <a href={lessonPath(next)} style={{
    fontSize: "13px",
    color: "var(--academy-text-secondary, #6b7280)",
    textDecoration: "none",
    display: "flex",
    alignItems: "center",
    gap: "4px"
  }}>
              Next ›
            </a> : <div />}
        </div>
      </div>
    </div>;
};

<CourseTracker courseId="onboarding" lessonId="overview" />

Onboarding is the foundation of your success on the HoopAI Platform. Completing these steps correctly ensures your account is properly configured for email deliverability, SMS compliance, contact management, and seamless day-to-day operations.

<Frame caption="The Onboarding module in the HoopAI Academy — your essential account setup checklist">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/gyU98wGhFXcTdqFf/images/academy-onboarding-business-profile.png?fit=max&auto=format&n=gyU98wGhFXcTdqFf&q=85&s=16ee3d4747e0c5b5fdffec7483279cae" alt="HoopAI Academy onboarding module" width="1536" height="826" data-path="images/academy-onboarding-business-profile.png" />
</Frame>

Work through these lessons in order for the best results.

<CardGroup cols={2}>
  <Card title="Dedicated Email Domain" icon="globe" href="/academy/onboarding/dedicated-email-domain">
    Set up a dedicated email sending domain to improve deliverability and separate marketing emails from regular communications.
  </Card>

  <Card title="Webchat Widget" icon="comment" href="/academy/onboarding/webchat-widget">
    Install the Two-Way Chat Widget on your website to capture leads and communicate with visitors in real time.
  </Card>

  <Card title="How To Import & Manage Contacts" icon="users" href="/academy/onboarding/how-to-import-manage-contacts">
    Add contacts manually, import from a CSV file, create custom fields, and organize your list with Smart Lists.
  </Card>

  <Card title="Complete Business Profile" icon="briefcase" href="/academy/onboarding/complete-business-profile">
    Fill in your business details, time zone, and authorized representative information — required for compliance and proper platform function.
  </Card>

  <Card title="Connect Integrations" icon="plug" href="/academy/onboarding/connect-integrations">
    Connect Google Calendar, Google My Business, Facebook, Instagram, and Stripe to unlock the full power of the platform.
  </Card>

  <Card title="My Profile" icon="user" href="/academy/onboarding/my-profile">
    Set up your personal profile, email signature, meeting location, availability, and email sync.
  </Card>

  <Card title="A2P 10DLC Registration" icon="shield-halved" href="/academy/onboarding/a2p-10dlc-registration">
    Register your brand and campaign for compliant SMS sending in the United States.
  </Card>

  <Card title="Buy A Phone Number" icon="phone" href="/academy/onboarding/buy-a-phone-number">
    Purchase and configure a dedicated business phone number for SMS and calls.
  </Card>

  <Card title="Add A Domain or Subdomain" icon="link" href="/academy/onboarding/add-a-domain-or-subdomain">
    Connect your custom domain or subdomain to your funnels and websites.
  </Card>
</CardGroup>