Your first week: health & fitness

You don't need to set up everything at once. Do one of these a day and by the end of the week Crustomer is running your follow-ups for you.

1. Finish the four setup steps (your industry, your business, bring in your people, get paid). Settings → Setup shows what's left.
2. Connect Instagram under Settings → Connections. Your DMs are sorted into leads, and the ones waiting on you show in Inbox → Follow-ups.
3. Bring in your clients: People → Add & import takes a spreadsheet or an export from the app you use now. Duplicates are matched for you.
4. Put your open jobs in the Pipeline. When one is signed up, Crustomer offers to make it a program with your starter tasks.
5. Start each day on Today and Inbox → Follow-ups. Calls, emails and website inquiries are there too, not just DMs.

Import your members from your class booking app, then use Grow → Texts or Email blasts to fill your next intro session.