Step 1: Log In to Your Pickle Account
Visit Pickle's login page.
Enter your email address and password.
Access your dashboard to view all available features and services.
Tip: If you forget your password, use the "Forgot Password" link to reset it quickly.
Step 2: Verify Your Account Details
Go to the Account Settings section in your dashboard.
Confirm that your profile details, such as your business name, contact information, and email, are accurate.
Set up two-factor authentication (2FA) to enhance security.
Step 3: Set Up Your Services
Business Internet:
Check your connection and configure your router. Refer to our Business Internet Setup Guide.
Office Phone System:
Configure phone lines, voicemail, and call forwarding.
Set up extensions for your team.
Emergency Lift Phone:
Test the emergency phone to ensure compliance with safety regulations.
Set up monitoring if applicable.
Virtual Phone Numbers:
Assign virtual numbers to team members or departments.
Configure call routing and flow using the Flow Builder.
Step 4: Explore the Dashboard
Familiarise yourself with the dashboard layout.
Review the quick links to manage invoices, monitor usage, and access support.
Explore tools like the Flow Builder for automation and the Integrations section to connect Pickle with other platforms.
Step 5: Understand Your Billing
Go to the Billing section to view your first invoice.
Familiarise yourself with your billing cycle, payment methods, and due dates.
Set up auto-payments for convenience.
Step 6: Customise Notifications
Configure your preferences for email, SMS, and app notifications.
Enable alerts for usage limits, billing reminders, and service updates.
Step 7: Access Support and Resources
Visit the Help Centre for guides and troubleshooting.
Submit a support ticket or use live chat for personalised assistance.
Check out tutorials and FAQs to learn about advanced features.
Ready to Get Started?
These first steps will help you hit the ground running with Pickle. If you need further assistance or guidance, don’t hesitate to reach out to our support team.
Welcome aboard! We’re here to help your business grow and thrive.