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Chalk It Pro+ Express Checklist

Updated this week

[ ] Welcome!

➡️Login

[ ] Select Your Phone Number Options

Select one option:

➡️Get a new number (no action needed)

OR

➡️Submit Number Port Request

[ ] Add All Team Members

➡️Access Settings > My Staff

➡️+ Add User

➡️Tip: Update time zones for each team member

[ ] Download Our Apps

➡️Chalk It Pro

➡️Chalk It Pro+

[ ] Sign in to Google and Facebook/Instagram

➡️Google

➡️Facebook/Instagram

[ ] Calendar Set-up

[ ] Integrate a Subdomain for Funnels

[ ] Select your Google Review Link

➡️I have already connected my Google Business page prior to this step

➡️I have then connected my Google Review Link

[ ] Upload your Members, Leads, and Former Members

➡️I have imported contacts

➡️I have created smart lists for easy member management

[ ] How to get Support

[ ] Finalize Set up

[ ] Chalk It Pro+ Overview

[ ] Booked an Onboarding Call (for each)

➡️Chalk It Pro Full Suite

➡️Chalk It Pro+

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