9 docs tagged with "onboarding"

How Symphony Core connects your domain for booking pages and reliable email — in three steps, without touching your current website or email.

How to bring a WhatsApp phone number onboard so it works inside your CRM — what you provide, what we handle.

A section-by-section guide to Symphony Core's onboarding intake form — what to gather before you start and how to answer each field well.

How to grant Symphony Core access to manage your DNS when your domain uses Cloudflare.

How to give Symphony Core what we need to set up your website and email DNS when your domain is at Namecheap.

How your Symphony Core business number works for texting and calls, your three number options, and how WhatsApp fits into the picture.

How Symphony Core sets up authenticated email sending on your domain — what we configure, the verification timeline, and how to keep deliverability strong.

A week-by-week look at your first 30 days with Symphony Core — kickoff, setup, training, and go-live, plus what we need from you at each step.

The five things Symphony Core needs from you to set up your marketing system — CP575, logo, domain access, Google access, and business info.