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Walkthrough

Getting started

What you and your team use day to day, in the order you'll need it. We handle the set-up behind the scenes. 20 steps across 9 sections. Skip what you don't need; come back to anything anytime.

  1. Sign in & your team

    Get into your account, find your way around the dashboard, and invite the people who will use the platform with you.

    1. Find your way around Kanamé Where everything lives: the menu on the left, the dashboard, the search bar, your settings and where to get help. Setup 0:50
    2. Set up your profile and notifications Add your photo and details, change your password, and choose which alerts reach you by email, text or in the app. Setup 0:36
    3. Install the Lead Connector app Put your Kanamé account on your phone: install the Lead Connector app, sign in, and reply, book and invoice from anywhere. Mobile App 0:39
    4. Add, edit or remove a team member Give someone on your team their own login, decide what they can see, and remove them when they leave. Setup 0:36

  2. Connect your calendar & email

    The one bit of setup that is yours: connect your own calendar and email so bookings and messages line up with the rest of your day.

    1. Connect your Google or Outlook calendar Connect the calendar you already use, so people can only book times you're free and every booking lands on your own calendar. Calendar 0:32
    2. Sync your Gmail or Outlook email Connect the email account you already use, so emails to and from your contacts show in Kanamé and in your normal inbox. Integrations 0:31

  3. Answer your messages

    Calls, texts, emails, chat and social messages all land in one inbox, organized by person. This is where most of your day happens.

    1. Answer your messages in one inbox Texts, emails, Facebook and Instagram messages and website chats all land in Conversations. Here's how to read, reply and keep it tidy. Conversations 0:35
    2. Find the conversations you need Filter and sort your inbox, star what matters, and mark a stack of conversations read in one go. Conversations 0:29
    3. Connect your Facebook and Instagram messages Bring Facebook Messenger and Instagram DMs into your Kanamé inbox, so you answer them in the same place as texts and email. Conversations 0:30

  4. Your contacts & bookings

    Add someone new, and book people in, including the ones who come back every week.

    1. Add a contact Add someone to your contacts by hand, then give them a note, a tag or a task so you remember what's next. Contacts 0:32
    2. Book, move or cancel an appointment Book someone in from your calendar, change the time when plans shift, and cancel cleanly so they get the right message. Calendar 0:37
    3. Book someone in every week Make one booking that repeats every week or month, instead of adding the same appointment over and over. Calendar 0:35

  5. Post & send

    Schedule your social posts, and send an email or a text to the people on your list.

    1. Schedule a social post Write one post, pick the accounts it goes to, and post it now or schedule it for later, all from Kanamé. Marketing 0:35
    2. Send an email to your list Send a newsletter or announcement to your contacts from Kanamé: pick a template, write it, choose who gets it, send a test, then send. Marketing 0:29
    3. Send a text to your list Send one text message to a group of contacts, such as a last-minute opening or a reminder, and see who replied. Marketing 0:25

  6. Your website

    Change the words and pictures on your site, check it on a phone, and publish the update.

    1. Update your website Change the words and pictures on your website, check the page on a phone, and publish the update. Websites 0:27

  7. Get paid

    Send an invoice or a payment link and see when it is paid.

    1. Send an invoice Create an invoice with your branding, send it by email or text, and see when it's been paid. Payments 0:33
    2. Get paid with a payment link Make a link that charges a set price, then text it, email it or put it on your website. No invoice needed. Payments 0:29

  8. Reviews

    Ask happy customers for a review and reply to the ones that come in.

    1. Ask for a review and reply to reviews Send a customer a review request by text or email, and reply to your Google and Facebook reviews from one screen. Reputation 0:31

  9. Take it with you

    Install the Kanamé mobile app so the conversations and bookings come with you when you leave the desk.

    1. Install the Lead Connector app Put your Kanamé account on your phone: install the Lead Connector app, sign in, and reply, book and invoice from anywhere. Mobile App 0:39
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