Getting Started
Complete Onboarding
Finish the four-step onboarding flow correctly the first time.
Onboarding steps
The onboarding flow moves through four steps:
Business ContextBusiness DetailsChoose PlanReview
Information you will enter
During onboarding, Repen asks for:
- organization name
- phone number
- logo or brand identity
- industry
- website
- timezone
- plan tier
Tips for each step
Business Context
Use your real operating business name. This helps your team keep the workspace organized and affects the generated slug used internally.
Business Details
Pick the correct timezone. This matters later for bookings, availability, and scheduling behavior.
Choose Plan
Choose the plan based on how many live calling reps and workflows you expect to run, not just who is logging in today.
Review
Use the final review to catch mistakes before creating the organization. Customers most often need to double-check the timezone, phone number, and selected plan.