Complete your business profile
Go to Settings → Business Profile and fill in your company name, logo, address, and time zone. This information populates your email footers, booking pages, invoices, and other customer-facing areas automatically.Complete your business profile →
Invite your team
Go to Settings → My Staff to add team members. Assign each person a role that controls what they can see and do in the platform. Team members receive a welcome email with a link to activate their account.Invite team members →
Import your contacts
Go to Contacts → Import and upload a CSV of your existing contact list. The import wizard helps you map your columns to HoopAI fields.Import contacts →
Connect your channels via the Launch Pad
Open the Launch Pad in your dashboard. It’s your built-in setup checklist for connecting your tools — social channels, payment gateway (Stripe and others), calendar, phone number, and more.Work through the Launch Pad at your own pace. Everything is optional — complete what’s relevant to your business.
Explore your dashboard
Return to the dashboard to see your pipeline, conversations, and appointment metrics in one place. Customize the widgets to surface the data that matters most to your business.Dashboard overview →
Setting up phone and SMS (US customers): If you’re based in the United States and want to send bulk SMS messages, you’ll need to purchase a phone number and complete A2P 10DLC carrier registration. This is a US regulatory requirement — customers outside the US can skip this. Phone setup → · A2P registration →
After setup
Once the essentials are in place, explore these areas to start getting value from the platform immediately:CRM overview
Understand the full layout — contacts, pipelines, and sidebar navigation.
Automation workflows
Set up your first lead follow-up automation so nothing falls through the cracks.
Academy
Video walkthroughs for every feature — from onboarding to advanced automations.
Mobile app
Manage your account from anywhere — iOS and Android.
Frequently asked questions
How long does setup take?
How long does setup take?
Most businesses complete the core setup in under an hour. Connecting social channels and payment gateways is usually just a few clicks each.
What if I'm setting up for a team?
What if I'm setting up for a team?
Complete your business profile first, then invite team members. You can assign limited roles so each person only sees what’s relevant to their work. My Staff guide →
Do I need a phone number to use the platform?
Do I need a phone number to use the platform?
A phone number is only required if you want to use calling and SMS features. You can start using the CRM, conversations, marketing, and other features without one. Phone setup →
Where do I find video walkthroughs for setup?
Where do I find video walkthroughs for setup?
The Academy has step-by-step video lessons for every major setup task.