Open your onboarding link, complete the five setup steps, review your information, and submit. Then follow Activation for any remaining setup.
When this applies
When you have received your onboarding link and are ready to set up your account.
What to do
- Open the onboarding link
- Complete Business Details, Calls & Coverage, and Booking & Deposits
- Complete SMS Verification, including the required business registration, authorized representative, Privacy Policy and Terms information
- Review your information and click Submit Onboarding
- Open the portal and Activation to follow the remaining setup
Expected result
Your setup information is submitted and the remaining activation work can continue. Submission or portal access alone does not mean the full voice and text workflow is live.
If you still need help
Use a fresh onboarding link if the link is invalid or expired. Contact RouteFlow Support if the page fails or you cannot submit.
Contact RouteFlow Support if: A fresh onboarding link does not open, required information cannot be saved, or submission repeatedly fails
