Quick Start Guide

This guide walks you through the essential steps to get Booked55 up and running. By the end, you will have a contact, a pipeline, and your first logged task.

Six steps to get started

1. 1

   Create your account

   Visit the Booked55 sign-up page and register with your email. Booked55 emails you a 6-digit code; enter it to confirm your address and continue.

2. 2

   Complete your profile

   After logging in, open your Profile, click Edit, and add your display name, phone number, and location. Teammates who open your profile see your name and location.

3. 3

   Connect email and calendar

   On your Profile, use the Emails tab to link Gmail or Outlook and the Calendar tab to link Google or Microsoft Calendar. This lets you send emails directly from Booked55 and see your calendar next to your tasks.

4. 4

   Create your first contact

   Navigate to Contacts and click "Add New Contact." Fill in the name, email, phone, and company. You can also import contacts in bulk using CSV Import.

5. 5

   Set up a pipeline

   Go to Workspace Settings → Pipelines & Stages and create a new pipeline. Add stages like "Lead," "Meeting Booked," "Proposal Sent," and "Closed Won." Then add your contact to the pipeline.

6. 6

   Log your first task

   From the contact's page, click "Add Task." Record a call, meeting, or email. Tasks are tracked on your Scoreboard so you can measure performance over time.

What to do next

• Learn more about creating contacts and the fields available.
• Explore the Kanban board to visualize your sales pipeline.
• Set up your first email campaign to engage a group of contacts.
• Check the Scoreboard to start tracking your daily performance.
• Invite your team from the Users page.