Applies to: New agencies on the white label (Founders) plan
I am starting an agency on Votel. What are the first setup steps before I look for clients?
- Open the Getting started guide in the app for the common items.
- Go to Settings, then SaaS Configurator, and complete the first three tabs: Branding, Domain and Plan. This sets your white label branding, your app subdomain (for example app.yourdomain.com) and your first SaaS plan. The Day 1 homework of the 5 Day Challenge walks through it step by step.
- Build your agency a website. Ask the AI assistant to build it, or use the website builder.
- Put a sign up or buy form on the website. Go to Forms, click Create, and either tell the AI what you want or build it yourself. A form can be a single payment element with your SaaS plan picked as the product, or a two step order form.
- Add the form to the website, by asking the AI or by dragging it in from the website builder (click Forms on the left).
Save your first SaaS plan as a draft and connect Stripe once your site is online. For the client work after that, ask the AI assistant: it can walk you through the steps for what you are doing for the client.