Quickstart
Request setup
Share your business details so we can confirm the best setup for you.
Check your email
We’ll send your next steps shortly (usually within 2-3 business days).
Complete the setup form
This is the blueprint we use to configure your portal and modules.
Log in to your portal
Use the temporary password, then set your own password.
Install the website widget
Copy the embed code from Integrations and paste it into your website.
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Last updated Mar 2, 2026
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