Symphony Core Help Center
Welcome! This is where Symphony Core clients find setup guides and answers. Use the search bar above, or start with the sections below.
Getting Started
New here? Get oriented with what the platform does and how it's organized.
- Your First 30 Days — what to expect week by week, from kickoff to go-live
- How We Work Together — both tracks end to end: your account, and your website
- Onboarding Checklist — the five things we need from you to get started
- Onboarding Intake Form — how to answer each section well, and what to gather first
- Platform Features — a plain-language tour of what your CRM can do
- Platform Training Guide — the essentials for day-to-day use
- How Your Leads Flow — the 4-stage journey from stranger to customer
- Calendar Automation — 24/7 booking, reminders, and follow-up
- Reviews & Referrals — how happy customers become your best marketing
- Understanding the Folders in Your Account — what the
A-,B-andC-codes on your folders mean - Glossary — plain-language definitions of the terms you'll see everywhere
- What Is a Snapshot? — the proven template your system is built from
- Database Reactivation — turn the leads you already have into revenue
Client Essentials
The setup guides for the third-party tools and access we need to run your marketing — plus how to get help.
- How to Get Support
- Connect Your Domain
- Share Domain Access — Namecheap · Cloudflare
- Set Up Your Phone Number
- Business Email Setup
- Hours & Holidays
- Shared Team Inboxes in Gmail
- Track Marketing Performance · Ad Performance & ROI
- Facebook & Instagram Setup — the business-account setup we need before we can manage your social
- Grant Meta Business Manager Access
- Connect a WhatsApp Number
- Payments & Invoicing
- CP575 & A2P Text Registration
Can't find something? Every page has a link to Getting Support. You can also ask your Symphony Core contact directly.