Why the Academy exists
The faster you implement the HoopAI Platform, the longer you retain your clients. The Academy goes beyond a simple course — it provides structured direction, step-by-step challenges, and a library of lesson videos to guide you through every feature. You will have access to:- High-quality video lessons for every major feature
- College-level PDF workbooks and guides
- Key feature points and benefit summaries
- Hands-on challenges to apply what you learn immediately
Work through lessons in order. Each section builds on the last, so completing Onboarding first ensures you have the foundation needed for advanced modules like Workflow Automation and Funnels & Websites.
Academy sections
Onboarding
Start here. Set up your dedicated email domain, buy a phone number, complete your business profile, and connect your integrations.
SMS & Phone numbers
Learn call tracking, SMS blasts, missed call text-back, A2P 10DLC registration, and Text 2 Pay invoicing.
Quick start
Fast wins: send your first email and SMS blasts, set up reputation management, manage conversations, and install the mobile app.
Workflow automation
Build automations with triggers, actions, and pre-built recipes. Automate follow-ups, lead nurturing, and appointment reminders.
Funnels & websites
Create landing pages, full websites, and chat widgets. Design with branded templates and the drag-and-drop builder.
Calendars
Sync Google, Outlook, and Zoom. Create calendars, build branded booking pages, and configure appointment automation.
How to use the Academy
- Start at the top of the left navigation under Academy
- Complete each lesson in sequence within each section
- Download the PDF workbooks for offline reference
- Pause each video and follow along inside the platform as you go
How the Academy is organized
Onboarding
Walk through the most important initial steps to effectively set up your account.
Quick start
Hit the ground running with essential features you can implement today.
SMS & Phone numbers
Choose a number, send blasts, configure call settings, and set up auto follow-up.
Email messaging
Set up a custom domain, send email blasts, and manage threaded conversations.
Workflow automation
Build workflows with triggers, actions, and conditions to automate your business.
Funnels & websites
Create landing pages and websites with the built-in page builder.
Calendars
Set up appointment booking, calendar integrations, and automated reminders.
Media & social posting
Manage your media library and schedule social media posts.
Payments & purchases
Create invoices and integrate payment processing into your workflows.
If you notice any differences between the lessons and your account, that is normal — the HoopAI Platform is updated regularly with new features, and lesson content may reflect slightly older UI versions. The concepts always apply.