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Log in for the first time
You will receive a welcome email with a link to set your password. Click the link, create a secure password, and you will land on your HoopAI dashboard.If you are an admin inviting team members, they receive the same welcome email flow automatically when you add them under Settings > My Staff.
Complete your business profile
Go to Settings > Business Profile and fill in your company name, legal name, address, time zone, and logo. This information populates email footers, booking pages, invoices, and compliance registrations automatically.Complete your business profile →
Set up your phone number
Go to Settings > Phone Numbers and purchase a local or toll-free number. This enables SMS and calling directly inside the platform.After purchasing, complete A2P 10DLC registration under Settings > Trust Center before sending any bulk SMS.Set up your phone number →
Connect your domain
Go to Settings > Domains to connect a custom domain for your funnels, websites, and client portal — or to purchase a new one directly inside the platform.Connect your domain →
Configure email services
Go to Settings > Email Services to set up a dedicated sending domain for bulk campaigns and/or connect your Google or Outlook account for 1-on-1 email conversations.
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.Invite team members →
Import your contacts
Go to Contacts > Import and upload a CSV of your existing contact list. Map your columns to HoopAI fields during the import wizard.
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 of the platform — sidebar, contacts, pipeline, and more.
The dialer
Make and receive calls from anywhere in the platform using the built-in dialer.
Custom values
Learn merge tags to personalize every message, email, and automation.
Automation workflows
Set up your first lead follow-up automation so nothing falls through the cracks.
Frequently asked questions
How long does account setup take?
How long does account setup take?
Most businesses complete the core setup in under an hour. Phone number provisioning is instant. A2P 10DLC registration typically takes 1–5 business days to be approved by the carriers. Domain connection usually propagates within minutes to a few hours.
Can I start using the platform before A2P is approved?
Can I start using the platform before A2P is approved?
Yes — you can use most features immediately. However, bulk SMS sending will be restricted until your A2P 10DLC registration is approved. 1-on-1 SMS messaging via the conversations inbox may still work in limited volumes during the review period.
What if I'm setting up for a team?
What if I'm setting up for a team?
Complete your own business profile and phone setup first, then invite team members. Team members can be given limited roles so they only see what is relevant to their work. See the My Staff guide for role details.
Where do I find video walkthroughs for setup?
Where do I find video walkthroughs for setup?
The Academy Onboarding module has step-by-step video lessons for every major setup task, including business profile, phone number, domain, and email configuration.