> ## 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.

# Account setup

> Step-by-step checklist to get your HoopAI account fully configured and ready to use.

Once you've logged in for the first time, this checklist walks you through the core setup steps. You don't need to do everything at once — complete the steps that apply to your business and return to the rest when you're ready.

<Steps>
  <Step title="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 →](/getting-started/business-profile)
  </Step>

  <Step title="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 →](/getting-started/inviting-team-members)
  </Step>

  <Step title="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 →](/contacts/importing-contacts)
  </Step>

  <Step title="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.
  </Step>

  <Step title="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 →](/dashboard/overview)
  </Step>
</Steps>

<Note>
  **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 →](/getting-started/phone-number-setup) · [A2P registration →](/getting-started/a2p-10dlc-registration)
</Note>

***

## After setup

Once the essentials are in place, explore these areas to start getting value from the platform immediately:

<CardGroup cols={2}>
  <Card title="CRM overview" icon="address-book" href="/getting-started/crm-overview">
    Understand the full layout — contacts, pipelines, and sidebar navigation.
  </Card>

  <Card title="Automation workflows" icon="bolt" href="/automation/workflows">
    Set up your first lead follow-up automation so nothing falls through the cracks.
  </Card>

  <Card title="Academy" icon="graduation-cap" href="/academy/overview">
    Video walkthroughs for every feature — from onboarding to advanced automations.
  </Card>

  <Card title="Mobile app" icon="mobile-screen" href="/mobile-app/overview">
    Manage your account from anywhere — iOS and Android.
  </Card>
</CardGroup>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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 →](/settings/my-staff)
  </Accordion>

  <Accordion title="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 →](/getting-started/phone-number-setup)
  </Accordion>

  <Accordion title="Where do I find video walkthroughs for setup?">
    The [Academy](/academy/overview) has step-by-step video lessons for every major setup task.
  </Accordion>
</AccordionGroup>