Infusionsoft Setup Details

These are all the details we need from you to be able to implement your systems.

Please allow up to 30 minutes if you currently don’t have some of these systems setup.

Your Details
Name
First Last
Email
Company Name
Office Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Branding Details
Branding Colour (Hex Code)
If you know the Hexidecimal Code of your primary colour, then please share it here. If not, we will find it.
Logo
Please upload a high quality version of your logo. If you have multiple versions, please feel free to add them here. Prefereably as a jpeg or a png
Drop files here or
System Details
Payments
What do you use to take payments from clients?
Payment Process
What is the current process your clients go through for payments? If you send them to a standard mandate page, what is that page?
Accounting Software
What do you use for your own accounting software? Eg Xero
Document Storage
What shared document storage system do you use with clients? Eg Dropbox or Google Drive. If you have neither setup, please setup Dropbox
Appointment Scheduling
What do you use for clients to schedule automated appointments with you? Eg ScheduleOnce, AppointmentCore or Calendly. Please insert your login details below. If neither, please setup Schedule Once and insert your login details below.
Twilio Details
Twilio is used to send automated text message via Infusionsoft. If you don't have an account, please set one up at Twilio and insert your login details below.
WordPress Login Details
We need admin access to your website to insert Gravity Forms and set up several pages to run with your systems. Please create us our own login and share your details below.

PLEASE NOTE: We always advise that you create a backup of your website before sharing any login details with us.
Email System
What email system do you use? Eg Gmail or Outlook
Calendar System
What calendar system do you use? Eg Gmail or Outlook
Domain Name Logins
We need access to your domain name, just once. This will allow us to improve the deliverability of your emails via Infusionsoft. Please share your login details here. Eg GoDaddy, 123 Reg etc
Is there anything else you'd like to ask us or share with us?

Your Details

Branding Details

System Details

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