Step-by-Step Instructions
If you’re new to Bello or just need a refresher, this guide will walk you through the full process of creating a project from scratch—step by step, screen by screen. Whether you're prepping for a full research study or a quick series of interviews, this is your starting point.
Step 1: Log in to the Bello Platform
First things first—get yourself logged in.
Navigate to your organization's unique Bello login URL provided during setup.
Enter your email address.
Click the Send Magic Link button.
You’ll get an email almost immediately (if not, check spam). That email contains a special login link. It’s a one-click magic pass into your dashboard—no password needed.
Click the link, and you’ll land inside your personalized dashboard. Here, you’ll see an overview of any meetings you’re part of—past, present, or upcoming. This is your command center.
Step 2: Locate the “Create Project” Button
Once you're logged in, it's time to kick off a new project.
From your dashboard, click on the dropdown and choose All Projects.
Look for the + Create Project button—it’s usually sitting loud and proud in the top-left corner.
This button is your gateway to the full project setup flow. Go ahead and click it when you're ready.
Step 3: Fill in Basic Project Information
After clicking the button, a setup window will pop up with three main sections on the left-hand side:
General
Branding
Meeting Presets
Let’s take each of these one at a time.
General Tab: Lay the Foundation
This is where you name your project and configure its essential settings.
Project Name: Pick a name that’s easy to recognize later. Good examples might be:
Consumer Insights – Q2 2025
Coffee Habit Interviews
Product Feedback – New App Launch
Choose something your team and clients will immediately recognize.
Support Email: This is the email address participants can reach out to if they need help before or during a session. Make sure this is actively monitored!
Depending on how your Bello instance is configured, you might also see:
Project Language: Sets the default display language for participants and moderators.
Time Zone: This is the time zone that all your session times will follow (important if you're working across regions).
🔁 You can always tweak these settings later, even after the project is created.
Branding Tab: Make It Yours
Now let’s talk branding. This section lets you add visual flair and ensure everything looks professional and aligned with your organization.
You'll be prompted to upload two types of logos:
Meeting Image: This will appear in the browser tab and in the upper-left corner inside every meeting room. Think of it as your project’s face.
Full-sized Logo: This one shows up on the Bello dashboard and in all participant emails. It’s the bigger branding element—great for adding credibility and polish.
🔧 Tip: Use high-resolution images (PNG or SVG works great) and make sure they're not too large to avoid loading delays.
Meeting Presets Tab: Set the Defaults
This section is all about control and convenience. Set your project’s default behavior for meetings here.
Default Duration: Set how long each meeting should last by default (you can always override this when scheduling individual sessions).
Maximum Number of Participants: Cap attendance to suit your research design. For example, IDIs might be 1:1, while focus groups could allow 6–8 participants.
Optional Toggles You Should Know About:
Tech Check (HIGHLY recommended):
When enabled, participants will be prompted to test their camera, mic, and speaker before entering the meeting.
This saves you from awkward “Can you hear me now?” moments.
Meeting Notifications:
Turn this on to automatically notify hosts, observers, and participants when a meeting is created, updated, or deleted.
Keeps everyone in the loop—no manual email chasing needed.
Agreements:
You can require participants to sign an agreement before joining.
Either create a new one tailored to your study or use a preloaded template and tweak it.
Step 4: Click “Create Project” to Save
Once you’ve double-checked your inputs and you’re happy with the setup:
Click the big, friendly Create Project button at the bottom.
Boom—your project is live.
You'll be taken straight to the new project dashboard where you can:
Schedule research sessions
Invite team members and stakeholders
Upload stimuli or screeners
Add and manage participants
Basically, you’re now in full control.