Getting started

Kabooly CRM runs in your browser at crm.kabooly.com, on a computer, tablet or phone. There is nothing to install.

Create your account

Sign up at crm.kabooly.com/register. Every account you sign up for there starts with a 30-day free trial.

1. Enter your company name, your first and last name, your email address and a password. A password needs at least 12 characters, with an upper case letter, a lower case letter, a number and a special character. If someone referred you, add their name under Referred by.
2. Click Start Free Trial.
3. Add a payment method in Stripe Checkout. Nothing is taken until the trial ends.
4. Sign in, and you land on your dashboard.

Then go to Settings → Account Settings to upload your logo and add your mailing address, company email and phone. Your company name is the one you signed up with; to change it, email [email protected].

If you bought the CRM on kabooly.com, for example as part of the bundle, there is no trial: you get an email with a link to set your password.

Invite your team

Admins invite people from Settings → User Management:

1. Click Invite User.
2. Enter their email address, first name and last name, and choose Admin or Member.
3. Click Send Invitation.

They get an email with a link to set up their login. You can also copy the link and send it yourself. It expires after 7 days. Someone who already has a Kabooly CRM login joins with the password they have.

How many people you can have depends on your plan. See billing and trial.

Roles

• Admin: everything a member can do, plus the account’s settings and billing, user management, tags, stages and contact properties, forms, automations, booking types and the booking widget, the Google Analytics, Tag Manager and Facebook Lead Ads integrations, data export, sending campaigns, deleting contacts in bulk and changing who a booking is assigned to.
• Member: contacts, deals, tasks and activities, files, marketing lists and email templates, the bookings calendar, their own availability and calendar sync, and the Email Campaigns, Deals Pipeline and Tracking & Attribution reports.

Every account needs at least one admin, and you cannot change your own role. More on this in user management.

Sign in

Go to crm.kabooly.com, enter your email address and password, and click Sign In.

Forgotten your password?

1. On the sign-in page, click Forgot your password?
2. Enter your email address and click Send Reset Link.
3. Open the email and follow its link to set a new password. The link works for one hour.

Switch between accounts

If you belong to more than one Kabooly CRM account, for example because you work with several businesses, you can move between them without signing out. The account you are in is shown with its logo and name at the top of the menu: click it and choose another. You go to that account’s dashboard.

Everything you see belongs to the account you are in. Nothing is shared between accounts.

Signing out after inactivity

For security, you are signed out after 30 minutes without any activity. Five minutes before that, a warning gives you the chance to stay signed in.