So you just signed up with Broadly and can't wait to get started. We love that can-do attitude!
This article is meant for business owners or future Broadly admin to get into the Broadly app, be introduced to the online resources available and prepare you for onboarding with our team!
First things first...
- Log into your Broadly App
- In your email, search for an email from us titled "Your Broadly App Login." It will contain your username and a temporary password.
- If you're on your desktop go to app.broadly.com and use the information from the email mentioned above to log in.
You can log in through 3 different portals to the Broadly App.
- With QuickBooks Online
- With Google My Business
- With Email
For all paths, there must be a Broadly account/username associated with the email used or you'll get an error message.
You can also access Broadly on your smartphone or tablet by downloading the Broadly App.
*The Broadly App is supported on iOS 10.0 and up, and on Android OS 4.1 and up.
Complete In-App Onboarding
1. Select "Confirm Location" or send us the link to the correct location.
2. To have us add Web Chat to your site, select "Ask Broadly" to send us your website login information. Alternatively, you can select "View Directions" to add Web Chat yourself or "Email Instructions" to send them to the person who manages your website.
3. Choose which software you use to manage your customer contact information by selecting "Choose one..." in the drop-down menu. This will allow your Onboarding Manager to come prepared for your setup call.
4. Broadly passwords must be 10 or more characters and include both capital and lower case letters, at least one number, and one special character.
Now What?
A quick call with one of our awesome Onboarding Managers! You will need to be in front of a computer with:
- Admin access to your business system or software that you use to manage your customers
- Website login information if you haven't already added Web Chat to your website.
- Google My Business login information
Not sure when your setup call is scheduled for? Get in touch with Broadly Support at 800-727-0445.
Don't Want to Wait?
Here are some articles to help you get started using Broadly right away: