Let's Get Started

We’re excited to help you take the next step in building a smarter, more streamlined business. This onboarding guide will walk you through the essential setup steps to unlock your platform's full potential. Each section is designed to help you get organized, personalize your tools, and activate powerful features like automations, AI messaging, and contact management.

Follow the steps below in order. Each one builds on the last to make sure your system is fully connected and ready to support your day-to-day operations.

Let’s get started—your upgraded business system starts now.

Step 1: Business Profile SetupSet the foundation by filling in your business details, logo, address, and contact info so your system reflects your brand.

Step 2: Complete My ProfileAdd your personal profile info, profile picture, and email signature to personalize your communications.

Step 3: Purchase Marketing Phone NumberChoose and activate a business phone number that can handle calls, texts, and automations from inside your platform.

Step 4: Buy or Connect Your Domain NameSecure your web presence by purchasing or connecting your domain name for your future website and email setup.

Step 5: Download and Install the Mobile AppInstall the mobile app so you can manage contacts, messages, and leads on the go.

Step 6: Join the ClickUpLocal CommunityGet access to free training, support, and live office hours by joining the ClickUpLocal Community.

💬 Need Support?

Stuck or have a question? We’ve got your back. Just click the chat bubble in the bottom right corner of your screen to connect with our support team. We’re here to help you every step of the way.