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Welcome. This section walks you through account setup, your workspace, billing, and integrations so you can get productive quickly. Use the guides below to go deeper — each one is written for busy teams who need clear steps without fluff.

Create your account

Sign up, verify your email, and choose the right organization type for your team.

Add a business and connect accounts

Set up each client business with Meta Ads and GoHighLevel to track campaigns, pipelines, and KPIs.

Sign-in and security basics

Passwords, SSO, session length, and how we protect your workspace.

Workspace, teams, and roles

Configure how people collaborate: membership, roles, and org-wide preferences.

Billing and plans

Compare plans, manage subscriptions, and handle upgrades or downgrades.

Integrations

Connect Facebook, Stripe, Clarity, and GoHighLevel to power your dashboards.

Create your account

Sign up, verify your email, and choose the right organization type for your team.

Sign-in and security basics

Passwords, SSO, session length, and how we protect your workspace.

Add a business and connect accounts

Set up each client business with Meta Ads and GoHighLevel to track campaigns, pipelines, and KPIs.

Workspace

Invite teammates to your workspace

Send invites, assign initial roles, and manage pending invitations.

Roles and permissions

Understand what admins, members, and custom roles can see and change.

Billing & plans

Compare plans

Feature matrix across Free, Team, and Enterprise tiers for this demo help center.

Upgrade or downgrade your plan

Change plans, proration, and limit changes for subscriptions.

Integrations

Connect Facebook (Meta Ads)

Connect Meta Ads to each business, set a primary access token, and manage multiple Facebook connections per ad account.

Connect Stripe

Connect a business's Stripe account to sync customers, products, and orders for revenue reporting.

Connect Microsoft Clarity

Sync rage clicks, scroll depth, and engagement signals from Microsoft Clarity's Data Export API and use them in automation rules.

Connect GoHighLevel

Connect a GHL location per business, define lead qualification rules, and map revenue fields for accurate KPIs.