"My first day": NEO guides you to get your account ready
"My first day" is free: NEO walks you step by step inside your app to get your account ready. The essentials are 5 steps, about 45 minutes.
Updated
When you open your NeuroAI account, your template already includes messages, appointments, forms and NEO, ready to go. What's missing is your business details and switching on what's yours. That's what "My first day" is for: a NEO panel inside your app that walks you through it step by step, in writing and out loud. It's free and comes with every plan.
Where to find it
- It opens by itself when you sign in to your account, as long as you have steps left.
- If you close it, open it again with the My first day button at the bottom left.
- You can stop whenever you like: when you come back, NEO picks up where you left off.
- Some steps need a computer, because the screen doesn't fit on a phone.
The essentials: 5 steps, about 45 minutes
- Check your business details and time zone (about 5 minutes): name, phone, email, address and time zone. If the time zone is wrong, all your appointments shift. See Check your business details.
- Tell NEO about your business (about 10 minutes): the "My first day" form opens, with your hours, your services with their "starting at" price, your payment methods and your policies. When you send it, NEO ticks the step off by itself. See Teach NEO about your business.
- Turn on your calendar (about 5 minutes): your calendar arrives turned off so nobody books too early. NEO turns it on with you and sets you as the person who serves customers. Then you make a test booking with your own email.
- Turn on NEO and test it (about 7 minutes): NEO gets your calendar so it can book appointments, you turn it on and message it as if you were a customer. See Test NEO as if you were a customer.
- Add your logo and photos and check your website (about 15 minutes): you upload your logo and 3 real photos and change anything that isn't yours. When you like it, NeuroAI reviews it and publishes it. See Your website: review and approve it.
Your connections
They depend on your plan, your type of business and your country, so you may not see all of them.
- Connect your WhatsApp with your same number. See Connect your WhatsApp.
- Connect Facebook, Instagram and Google, so their messages reach your inbox. See Connect Facebook and Instagram.
- Connect your payments, if you want to take card payments online. See Connect your own Stripe to get paid.
- Register your text messages in the US: the registration carriers require, if your business is in the United States. See SMS: your sending number and US registration.
- Turn on NEO for phone calls, on Grow and Scale: you click I want it on and we write to you. See NEO by phone (voice).
- Connect your own domain, if you have one (it's optional). See Use your own domain.
To grow
- Ask your customers for reviews. See Ask customers for Google reviews.
- Put your website link where people look for you: Instagram, your Google profile and your WhatsApp status.
- Your business step: a different one for each type of business, like putting up your reviews QR code or creating your first product listings.
- Invite your team and get the app on your phone. See Add a team member and Use NeuroAI on your phone.
The buttons
- Next and Back: move forward or back within the step.
- Take me there: opens the screen in the app where the step is done.
- Do it for me: on the calendar step and when giving NEO your calendars, NEO makes the change for you. It doesn't delete anything and you can undo it. If you'd rather do it yourself, click I'd rather do it myself and it shows you how.
- I did it: if you already did it on your own, you mark it as done.
- I'll do it later: skip the step and move on to the next one. NEO asks why; on the connections and on "To grow" you can also choose I don't need it, and we stop reminding you about that step.
- I need help: passes you to NEO · Support, the chat at the bottom right. If it doesn't open, write to support@neuroaistudio.com.
- See all steps: your whole path, with what's done and what's left.
- Listen: NEO reads the step out loud.
Reminders
- If you leave an essential step undone, we remind you by email every 3 days. "Turn on your calendar" every day during the first week, because without a calendar nobody can book.
- The connections are reminded less often (some only a couple of times) and the "To grow" steps aren't reminded.
- You never get more than one email a day: it names the most important step and, below it, whatever else is left.
- Need a break? Click Pause reminders for 30 days in the panel, or "Pause 30 days" in the email.
- A month after your purchase we write to you one last time to ask whether we can help. After that, we don't write to you about "My first day" anymore.
Would you rather do it with a person?
Click "I'd rather do it with an agent from the NeuroAI team on a Google Meet video call". That's Onboarding: an agent from the NeuroAI team gets your account ready with you in 2 video calls. The button shows on the plans that offer Onboarding.
- If it's included (with annual Grow or Scale), click Schedule my video calls: you pay nothing and we email you to pick a day and time.
- If not, we explain the 2 video calls and the one-time $249 payment, and take you to pay.
Once you book it or pay for it, "My first day" stops and we no longer send its reminders; your steps stay there in case you want to get ahead.
If you get stuck
Click I need help on the step or write to support@neuroaistudio.com. See also How to get help.