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Kickscale Onboarding Instructions
Kickscale Onboarding Instructions

A Step-by-Step Guide to Getting Started with Kickscale

Fabian Riedlsperger avatar
Written by Fabian Riedlsperger
Updated over 3 months ago

Getting Started

Step 1: Initial Login

  • After logging into Kickscale for the first time, you will be redirected to a setup page to configure your workspace.

Step 2: Verify Team Sign-Up

  • Before signing up, ensure your teammates haven't already created a workspace on Kickscale. Each company should have a single workspace where all meetings are visible to avoid confusion.

Step 3: Create Workspace

  • If you are the first to set up Kickscale for your company, click "Create Workspace" in the next step.

  • You will be redirected to a new view where you can enter your Workspace Name. Name it according to your company.

  • You can also invite your team members via email and assign roles. This can also be done later on the platform. More information about roles can be found here.

  • After setting up the workspace name and inviting your teammates, click "Create Workspace."

Step 4: Connect Your Calendar

  • The next step is to connect your preferred calendar. Choose the calendar where all your meetings are scheduled.

Step 5: Finish Onboarding

  • Once your calendar is connected, the onboarding process is nearly complete.

  • You will then select the Qualification Framework for your workspace.

Step 6: Introduction and Example Meeting

  • A brief introduction will explain how to accept or decline the Notetaker.

  • An example meeting will be provided to show how meetings look after analysis.

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