CLIENT ONBOARDING — LIVE IN UNDER AN HOUR

Your First Time in the Portal? Start Here.

A step-by-step walkthrough for new Sav Nebula clients. Follow these nine steps in order and you'll be live — answering calls, booking chairs, and collecting reviews — before lunch.

Open the Portal See the 9 Steps

Setup Steps

<1hr

To Go Live

24/7

Booking Live

Sub-60s

First Reply

The Setup Path

Nine Steps to Live.

Do them top to bottom. Each one unlocks the next. The whole path takes most clients under an hour.

Accept Your Invite & Create Your Login

~2 min

Within 24 hours of purchasing your plan, you'll get a welcome email from Sav Nebula with a 'Set Up My Account' button. Click it, pick a password, and you're in. This is the login you'll use every time you visit the Client Login portal.

Check spam / promotions if you don't see it within 24 hours.

Use the email you signed up with — your license is tied to it.

Pick a password you'll remember; you can reset it anytime from the login page.

Confirm Your Profile & Time Zone

~1 min

On first login you'll land on a short profile screen. Confirm your name, business name, phone number, and time zone. This is what shows on your automated texts and booking reminders, so make sure it's correct.

Set the time zone to where your clients are — not where you're traveling.

Add a profile photo so clients recognize you in the mobile app.

Brand Your Workspace

~5 min

Head to Settings → Business Profile to upload your logo, set your brand colors, and connect your custom domain (on Nebula Pro and above). Your booking links, emails, and client app will all carry your brand — not ours.

Logo: use a square PNG with a transparent background for best results.

Custom domain: we'll send DNS records to paste into your registrar (GoDaddy, Namecheap, etc.).

On the White-Label plan you can resell this same branding to your own clients.

Connect Your Phone Number (SMS & Calls)

~5 min

Go to Settings → Phone Numbers to either port in your existing business number or lease a new local number. This powers your missed-call text-back, 2-way SMS, and appointment reminders — the automations that pay for the whole plan.

Porting an existing number takes 3–10 business days; lease instantly in the meantime.

Make sure your number is SMS-enabled for the full automations to fire.

Sync Your Calendar

~3 min

Connect your Google or Outlook calendar under Settings → Calendars. Your online booking page will automatically block times you're busy and open the slots you're available. No more double-bookings.

Connect the calendar you actually live in — not a separate one you'll forget to check.

Set your working hours so clients can't book you at midnight.

Connect Payments (Stripe)

~3 min

Under Settings → Payments, connect Stripe to accept deposits and invoices directly through your booking page and invoices. Clients pay before they arrive — and your no-show rate drops overnight.

Enable deposits (e.g. 20%) to lock in high-value appointments.

Automated invoices send themselves after checkout — no chasing.

Launch Your First Funnel or Booking Page

~15 min

Pick from our template library (or have us build a custom one on Done-For-You and above) and publish your first landing page or booking funnel. Drop the link in your Instagram bio, your Google profile, and your email signature.

Use the drag-and-drop builder — no coding needed.

On the Done-For-You plan, our team builds and launches this for you.

Turn On Your Automations

~10 min

Flip the switches on the core automation playbook: missed-call text-back, appointment reminders, 5-star review request after checkout, and the welcome text to new leads. These are the workflows that turn the platform into a growth engine.

Start with missed-call text-back first — it pays for itself fastest.

Review requests fire after a successful appointment, so they're always timely.

Install the Mobile App

~2 min

Download the branded CRM companion app for iOS or Android from the link in your welcome email. Log in with the same credentials. Now you can reply to clients, see your calendar, and watch leads come in — all from your phone.

Turn on push notifications so you never miss a lead or booking.

The app is included on every plan — it's your CRM in your pocket.

You're Live. 🚀

Missed calls now text back automatically, appointments book themselves, and every happy client gets a review request. Go make some money — the system handles the rest.

Open My Portal

Common Questions

Onboarding FAQs

How long until I'm fully live?

If you follow this guide straight through, most clients are live in under an hour. The only thing that can take longer is porting an existing phone number (3–10 business days) — we lease you a temporary number instantly so nothing waits.

Do I have to do all of this myself?

On Nebula Essentials and Starter Growth, you set up your workspace yourself with this guide. On Nebula Pro and above, guided onboarding is included. On Done-For-You and Multi-Location, our team handles the entire setup for you — you just show up to the walkthrough.

What if I get stuck?

Click the help icon in the bottom-right of your portal for live chat, or email hello@savnebula.com. On Nebula Pro and above you get priority support with sub-4-hour response times.

Can my team log in too?

Yes — invite teammates under Settings → Team. Each plan includes a set number of user seats; you can add more anytime.

Is my data secure?

Your portal runs on encrypted infrastructure with SOC 2-aligned controls. We never sell your data, and you can export or delete it at any time.

Stuck on a Step? We've Got You.

Email hello@savnebula.com or use the live chat inside your portal. On Nebula Pro and above, you get priority support with sub-4-hour response times.

Open the Portal