01
Set up your account
Confirm business details, users, calendars, notifications, and access.
Client home
Workspace readyWelcome to your command center
Start with the essentials, then return here whenever you need training, support, or account guidance.
Recommended first step
Complete Account Setup before inviting teammates or launching new automations.
02
Learn the core workflow
Follow the mastery path from first login through day-to-day operation.
03
Get help fast
Choose chat, a booked session, office hours, a help request, or community access.
Knowledge Base
Find an answer quickly
Search original Arrington guidance by task, feature, or outcome.
Open your profile menu, review your name and contact details, and use the security options available to your user. Ask your account administrator before changing shared business information.
Search by email and phone before creating a new contact. Update the existing record when the person already exists; avoid importing the same list more than once.
Use Conversations to review supported channels in one inbox. Confirm the assigned user and the contact record before replying.
Open Calendars, choose the correct calendar, and verify the date range and assigned team member. Do not change availability until the business schedule is confirmed.
Confirm the trigger, filters, recipients, timing, exit conditions, and duplicate safeguards. Use approved test records and keep client communications off until the workflow has passed review.
Include the page name, what you expected, what happened, the time of the issue, and a screenshot that excludes passwords, payment data, and other sensitive information.
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Support hub
Choose the right support path
Use the fastest channel for the kind of help you need.
Chat support
Use chat for a focused question that does not require a screen-share session.
Book a support session
Reserve time for account configuration, troubleshooting, or guided setup.
Office hours
Bring workflow and platform questions to a shared live learning session.
Submit a help request
Send a documented request that the support team can review and track.
Community
Access announcements, shared guidance, and discussions with other operators.
Mastery Course
Learn the system in the right order
A practical training path for confident daily use.
112 min
Platform orientation
Navigation, search, records, and account safety.
218 min
Contacts and conversations
Clean records, assignments, notes, and inbox habits.
316 min
Calendars and opportunities
Booking flow, pipeline visibility, and next actions.
422 min
Marketing and automation
Draft-first campaign and workflow review practices.
514 min
Reporting and optimization
Read activity without mistaking correlation for results.
Extras & resources
Useful tools in one place
Reference material for repeatable day-to-day work.
New-user launch checklist
A concise sequence for getting a teammate ready to work.
Help-request worksheet
Capture useful context before escalating an issue.
Workflow review checklist
Review trigger, audience, timing, exits, and communication risk.
Monthly account review guide
Check access, calendars, pipelines, automations, and reporting hygiene.
Account Setup
Complete the launch checklist
Your progress stays in this browser so you can return to the checklist later.
Setup progress
0 of 6 complete