Skip to main content
All CollectionsOnboarding
All About Onboarding: A Master Help Guide
All About Onboarding: A Master Help Guide

Welcome to Ivorey™ - here's how to get started!

Grace avatar
Written by Grace
Updated over a month ago

Just signed up to Ivorey™ and ready to setup your account? You're in the right place! We're all about making tech and business simple, so this Master Help Guide has everything you need on one easy-to-follow page.

STEP 1: Setup Your Business Information

Setting up your business information is an important first step when you join Ivorey™. Most notably, the country you choose will determine the currency that shows on your main Ivorey™ dashboard and analytics. Here's how to setup this important info:

How to setup your business information on Ivorey™

  1. From the main menu, go to [Settings] then > [Business Info]

  2. Fill in your business details

  3. Press [Save]


STEP 2: Grant Team Members Access To Your Account (Optional)

If you have employees, contractors or team members you'd like to grant access to your account, it only takes a few simple steps to get them setup. When adding team members, you can choose to give them admin privileges and control what other parts of your account they do/don't have access to. Here's how to add your team:

How to add team members to your account

  1. From the main menu, go to [Settings] then > [Team]

  2. Select [Add Employee] and insert their email address and details

  3. You can choose the password, but this is optional

  4. Go through the [User Permissions] to approve/deny access to certain functions

  5. Set their general availability, which is an important step if this team member will be involved in any calendar appointments. They can also set this themselves under their Profile settings.


STEP 3: Connect Your Payment Processor

In order to sell products and get paid, you need to integrate a payment processor. Currently we support integration with Stripe, PayPal, NMI and AuthorizeNet. Almost all Ivorey™ members use Stripe since it gives the most functionality.

How to integrate with Stripe

  1. From the Ivorey™ main menu, go into [Payments] then > [Integrations]

  2. Select [Connect with Stripe] and follow the prompts to integrate your account


STEP 4: Connect Your Social Media Accounts

Integrating your social media accounts to Ivorey™ enables you to manage DM's from one united inbox, use keyword automation, and schedule your content using our social media scheduler.

See what social media platforms we support integrating with

  • Facebook Business Pages

  • Facebook Groups

  • Instagram Business Profiles

  • LinkedIn Profiles

  • LinkedIn Business Pages

  • TikTok Business Pages

  • X (formally Twitter) Profiles

  • Google Business Pages

  • Pinterest

Please note: Meta does not allow any form of scheduling or automation through personal pages or profiles. So in order to connect any Facebook or Instagram accounts, they must be attached to a Facebook business page. This limitation applies to all platforms in the world - not just Ivorey™.

How to connect your social media accounts


STEP 5: Create Your Brand Board

Brand boards allow you to set your logos, fonts and colour pallete once, and then easily use them across assets you create in Ivorey™. You can add up to 2 logos, 10 colors, and 5 fonts in a brand board, and create multiple brand boards if you like!

How to create your brand board

  1. From the Ivorey™ main menu, go to [Marketing] then > [Brand Board]

  2. Select [New] and choose a template or to start from scratch

  3. Upload your logo. We suggest one dark and light version, and to ensure they have transparent backgrounds so you can use them across a variety of assets.

  4. Toggle to the color tab and create your own color palette.

  5. Toggle to the final typography tab and add up to 5 fonts. You can choose out of thousands of Google fonts.

  6. Select [Save Board] and repeat for as many brand boards as you like!

CONGRATULATIONS! You've got the basics done-and-dusted! 🥂 Now it's time to move onto your first project, based on your businesses unique goals and needs.


STEP 6: Choose Your Next Project!

We have created Master Help Guides for all the core moving parts of your business. Each guide is designed to take you through a step-by-step process, with both written steps, helpful tips and short videos along the way. We've designed these help guides to be as human-centered as possible, giving you all the context and information you need, and leaving out everything you don't!

We suggest you focus on one project at a time, and follow it through to completion before jumping into other areas of the platform, as tempting as it can be! If you need help any step of the way, or want us to do it for you instead, please ALWAYS reach out via the help widget inside the portal.

CHOOSE YOUR NEXT PROJECT

We suggest working through them in the following order. If a certain guide isn't relevant to you just skip it and move onto the next!


Frequently Asked Questions During The Onboarding Process

I'm stuck on something - what support can I get?

Our number one rule at Ivorey™ is to never stay stuck! First port of call is always to reach out via the chat widget in the bottom right hand corner of the Ivorey™ portal - there's a real woman on the other side waiting to help you 💙

I don't have time - can Ivorey™ do it for me?

We provide done-for-you services for our members all-day every-day! As long as the services you require are inside the Ivorey™ platform itself (no 3rd parties), we can absolutely do it for you. Check out our base services here, or book a call via the same page to discuss your needs and we'll prepare a customized quote for your project.

STILL NEED HELP? We're just a chat away. Send a message via the widget inside your Ivorey™ account, and we'll be there to support you! You can also browse our done-for-you services if you want us to do the work for you instead 💙

Did this answer your question?