Hello and welcome to Gigwell. We are very excited to have you on board! 🎉
Over the next 30 days, our team will guide you through Gigwell's onboarding and implementation process.
We have segmented this process into two phases:
Phase 1: Onboarding will focus on your account creation and ensure you have all your documents, third-party integrations, and data ready for your implementation call
Phase 2: Implementation will focus on setting up your account preferences, templates, data exchange, training, and adoption
We have created a list of action items for each phase, and a timeline to ensure a successful onboarding period.
Phase 1: Onboarding
During the onboarding call, we will set up the items below. Please don't send anything in advance but have everything available for the call.
Agency logo (.png or .pdf)
Your payment method (credit/debit card or PayPal)
List of artist names (if you have a Twitter URL for them, even better)
Create a HelloSign account. We also recommend using a generic email address
Create a Stripe account. Have your bank account details ready
Create a Paypal account
Book an implementation call within 5 days of your account creation
Next Steps before Implementation call:
Test Bookings: Create one or multiple tests or real bookings before the implementation call
Data Exchange: To import your bookings, download the template and review requirements using this document
Template Exchange: Submit your contract templates to firstname.lastname@example.org
Phase 2: Implementation
During the implementation call, we will set up your agency default preferences and define your processes.
To import contacts, use Google Contacts. Here you can find more details on how to do import them
Complete artist contact details (ie. Tax IDs, legal names, etc)
Add photos, videos, bio, riders, social icons, and more to artist profiles
Embed your roster or booking form to boost your inbound leads. Use this document to find more information on how to embed our features into your website
Connect Stripe and PayPal on your Settings > Payment Providers to allow faster payment collection
Template, data, and report customization and review
User(s) training/webinar scheduling
Users email verification (Optional)
Day 30: Client meeting review
For additional questions and support please reach out to email@example.com
To watch pre-recorded webinars go to our Webinar library
For help articles, access our Knowledge Base