To get the most out of Outplay, you'll need to set up your email and calendar, and configure your account. Here's how to get started:

When you log into Outplay for the first time, you'll be prompted to connect the gmail account you'll be sending email from. Once that's set up, make sure you:

  1. Set up your name, time zone and profile photo.

  2. Set up your email signature and opt-out link.

  3. Set up your calendar and your meeting availability.

  4. Set up a forwarding number, if you need one.

  5. Configure your safety settings to avoid spam penalties.

Once you've got your account set up, it's time to:

Admin setup

If you're an admin, there are some extra things you need to configure for your team to help them get started.

First, a little housekeeping: set up your outcomes, schedules and stages:

Then add any restrictions you need, like restricting automatic recording from certain area codes and blocking email domains:

Now the technical stuff: add the chat widget to your website, and set up your custom domain for your email links to avoid spam penalties:

You're almost ready to invite your team members! You'll need to add your billing details and add the number of team members you need to your subscription:

Finally, if you're going to make phone calls through Outplay, you'll need to purchase some dialer credits and assign phone numbers:

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