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Table of Contents

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Before You Begin

You'll need to schedule an onboarding meeting before setting up your account. Our team will help get everything ready for you.

• If you're joining a team that already uses OAT, ask a teammate to add you through the Users Settings page. You'll get an email invitation to create your account.
• Need help getting added to your team? Just email [email protected] or contact your account manager.

Even though this guide shows you all the steps, we'll walk you through everything on a video call. This helps make sure your account is set up correctly and lets you ask any questions you have. After the call, you can use this guide to review what we covered.

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OAT Demo Video

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Step 1: Connect Your Email

Step 2: Connect Your CRM (Optional)

Step 3: Connect Your Scheduling Tool (Optional)

Step 4: Set Up Your Local Phone Number

Step 5: Final Setup and Configuration

Getting Help