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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?

  1. Open the Getting started guide in the app for the common items.
  2. 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.
  3. Build your agency a website. Ask the AI assistant to build it, or use the website builder.
  4. 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.
  5. 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.