Sales agent quick start

Sign in

1. Open the “Your HelloSetter login” email and click Set my password. The link works for 7 days.
2. Expired? Ask your company owner to send a new one.

Your visits

1. Your home screen lists upcoming visits: who, where, when, and the AI’s summary of the call.
2. You get an email for each new booking, and when a visit is moved or cancelled. You can turn these off in Settings.
3. Call the homeowner before you go and tap Confirm so the office knows it’s on.
4. After the visit, mark it Visited or No-show.

Your calendar on your phone

1. In Settings, copy your calendar link and add it to Google Calendar or your iPhone calendar. New visits then show up there automatically.
2. Already keep jobs in another calendar? Your owner can add its link so the AI never books over them. How to find the link.

Need a change?

Your services, working hours, area and time off are set by your company. To block a day off, add it to the calendar your owner connected, or ask the owner to update your hours.