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Getting Started With Your Account

Set up your business profile, timezone, and team so everything else — calendars, automations, messaging — works correctly from day one.

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Your SIMBLAI account is the home for your website, contacts, conversations, and automations. Ten minutes of setup here saves hours later — several settings (especially timezone and business details) drive how the rest of the system behaves.

Steps

  1. Log in with the credentials from your welcome email.
  2. Go to Settings → Business Profile. Add your logo, business name, contact email and phone, website, and full address.
  3. Set your timezone — this controls when your calendars show availability and when automations send messages.
  4. Pick the business niche closest to yours from the dropdown.
  5. Add your team under Settings → My Staff, assigning each person a role. Roles control what data each user can see.
  6. Follow the guided checklist on your dashboard to connect Google and Facebook accounts as prompted.

Good to know

  • Enter your business details exactly as they appear on your legal/IRS records — text-messaging registration (see the SMS guide) checks them and rejects mismatches.
  • Timezone mistakes are the #1 cause of "appointments showing at the wrong time" — double-check it before creating calendars.
  • Team members only see what their role allows; if someone "can't see contacts," check their permissions first.

Related

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