How onboarding works

Onboarding sets up your account and connects your chosen products to your systems. It adapts to your choices, so you only see the steps your products need.

The steps

Steps appear in this order. The notes show when each one applies.

1. Create your account and verify your email. If your organisation already has an account, you sign in instead.
2. Find your organisation, or claim your AustralianCourses listing.
3. Tell us which students you recruit.
4. Choose your products and packages.
5. Get ready for setup. We show a checklist of what the remaining steps need. If you chose StudentIgnite, you also choose the channels Herbot will use.
6. Complete your provider profile.
7. Set your brand voice (StudentIgnite).
8. Choose how you receive leads by email or CRM (Lead Generation and AustralianCourses Leads).
9. Connect your CRM and match your fields. This step is optional for StudentIgnite, and it appears for Lead Generation if you choose CRM delivery.
10. Add your courses and match them to your CRM.
11. Set up your calendar (StudentIgnite, optional for every package).
12. Connect your channels: SMS (including verifying your phone number), WhatsApp, Messenger and web chat. You only see the channels you chose.
13. Set your enquiry follow-up defaults (Lead Generation and AustralianCourses Leads).
14. Set your screening defaults (StudentIgnite Screen + Writeback).
15. Review and accept the terms for each product.
16. Set up your wallet. This step is skipped if you only claim a free AustralianCourses listing, or if you've agreed invoicing terms with us.