Innovorise Account Setup Guide
Welcome to your Innovorise Account Setup Guide!
In this guide, you'll be guided step-by-step through setting up the core parts of your account — including your business profile, user accounts, calendar integration, domain connections, payment gateways, and more.
Each section includes a short video, clear written steps, and helpful links to make the process simple and manageable.
By the end, you'll have your Innovorise account fully configured and ready to support your business growth.
If you need help, click Live Chat or email support — we’re here if you need us!
Checklist Available
To help you stay on track, we’ve also created a simple printable checklist for this section. You can download it below and tick off each step as you go.
In this section, you’ll complete your Business Profile setup by adding your business information, uploading your logo, and creating your email signature.
Your Business Profile forms the foundation for everything you do inside Innovorise — making your brand look professional and consistent across all your communications.
Need a hand? Live Chat and email support are ready to help.
To add your Business Information follow the steps below:
Log in to your Innovorise account.
Click SETTINGS at the very bottom of the left-hand navigation menu.
Once in the SETTINGS section, you'll land directly on the Business Profile page by default. It's also the first option in the settings menu on the left.
You can now edit or fill in any fields you'd like.
After making changes in any section, be sure to click 'Update Information' or 'Update' to save your changes.
The following Knowledge Base Pages will cover this in more detail:
In this section, you’ll learn how to manage user accounts — including editing your own profile, creating new users, and setting roles and permissions.
Even if you’re working alone now, these skills will help you set up your account for future growth and team collaboration.
If you need extra support, Live Chat and email support are available.
To Edit your User Profile, follow the steps below:
Go to SETTINGS, then click on My Profile.
From there, you can update your personal details, change your password, and even connect your calendar.
Once you've made your changes, be sure to click the 'Update' or 'Save' button in each section to apply them.
The following Knowledge Base Pages will cover this in more detail:
No Knowledge Base Page Available
To Create a User, follow the steps outlined below:
Go to SETTINGS at the bottom of the left-hand navigation menu.
Click on My Staff.
Select Add User.
Fill in the necessary details, making sure to complete all required fields marked with an asterisk (*).
Click Next.
Choose the appropriate User Role from the dropdown—either 'Admin' or 'User'.
Finally, click Save to complete the process.
The Knowledge Base pages below provide more detailed information and explain the differences between the Admin and User roles in User Permissions:
To Manage a User follow the Steps below:
Go to SETTINGS at the bottom of the left-hand navigation menu.
Click on My Staff.
From this section, you can add, remove, or update a user's details.
To delete a user, click the trash bin icon, then confirm the action.
To edit a user's information, click the pencil icon under the Action tab.
Once in edit mode, you can update the user’s details and navigate through the different tabs under “Edit or manage your team” to make changes to the following:
1. Personal logo
2. First name
3. Last name
4. Email (login email)
5. Phone number
6. Password (login password)
7. Permissions
The following Knowledge Base Pages will cover this in more detail:
In this section, you’ll connect your external calendars — like Google Calendar, Outlook, or iCal — and integrate video conferencing tools such as Zoom, Teams or Google Meet.
This makes scheduling simple, prevents double bookings, and ensures your clients receive automatic meeting links and reminders.
Got questions? Live Chat and email support are here to help.
Prerequisites for Using Both Google Calendar and Outlook Calendar
You need access to your Gmail account associated with the Google Calendar you want to connect.
You need access to your Outlook account associated with the Outlook Calendar you want to connect.
To Integrate your Google Calendar, follow these steps below:
Click Settings on the bottom part of the left side navigation menu
Go to Integrations
Click on 'Sign in with Google'
Complete the authentication process by choosing your account and granting access to your Google account.
You can add multiple Google accounts by clicking on 'Sign in with Google' on the integrations page.
Once your Google account is successfully connected, you need to complete your calendar configuration by selecting your linked calendar and conflict calendar. Head to Calendars > Calendar Settings > Connections.
To Integrate your Outlook Calendar, follow these steps below:
Click Settings on the bottom part of the left side navigation menu.
Go to Calendars.
Click Connections.
Click on 'Add New'.
Select Outlook Calendar and click Connect
Complete the authentication process by signing into your outlook account and granting the necessary access.
Once your Outlook calendar is successfully connected, you need to complete your calendar configuration by selecting your linked calendar and conflict calendar. Head to Calendars > Calendar Settings > Connections.
The following Knowledge Base Pages will cover these in more detail:
Prerequisites for Using iCloud Calendar
You need access to your apple account associated with the iCloud Calendar you want to connect.
You need to obtain your unique app-specific password from Apple.
Before connecting your iCloud calendar, you'll need to obtain your app-specific password from Apple. This unique password is distinct from your regular Apple account password. Apple mandates the use of an app-specific password, in addition to enabling two-factor authentication, when connecting to third-party applications.
To obtain your app-specific password, follow these steps:
Sign in to
Enable two-factor authentication under the Security section if you haven't already done so.
In the App-Specific Passwords section, choose 'Generate Password.'
Enter a label for the password (for instance, 'CRM iCloud Integration') and click 'Create.'
Copy and safely keep the generated app-specific password. This will be used when connecting your iCloud calendar in the next step.
To Integrate your iCloud Calendar, follow these steps below:
Click Settings on the bottom part of the left side navigation menu.
Go to Calendars.
Click Connections.
Click on 'Add New'.
Choose 'iCloud Calendar' and click 'Connect.'
Enter your Apple ID and the app-specific password generated earlier.
Click 'Connect.
Once your iCloud Calendar is successfully connected, you need to complete your calendar configuration by selecting your linked calendar and conflict calendar.
The following Knowledge Base Page will cover this in more detail:
To Integrate your Video Conferencing accounts, follow these steps below:
Navigate to 'Calendars'
Select 'Calendar Settings'.
Navigate to the 'Connections' tab.
Choose Video Conferencing, then click 'Add New'.
You’ll now have the option to link your video conferencing accounts, including Google Meet, Zoom, and Microsoft Teams.
Click Connect next to each platform you'd like to integrate.
The following Knowledge Base Page will cover this in more detail:
In this section, you’ll connect the domains you’ll use inside Innovorise — including your website domain, branded link domain, dedicated sending domain for emails, and a student portal domain.
Follow the step-by-step videos and instructions carefully.
If you run into any challenges, help is available! Click Live Chat or email support for assistance.
Adding a domain to your account enables website and funnel functionalities to be created and utilized. A domain refers to the web address, for example, a root domain like mydomain.com or a subdomain like www.mydomain.com.
To purchase your Domain inside Innovorise, follow these steps below:
Go to Settings on the left-hand menu
Scroll down to find the 'Domains' section and click on it.
Then, click the 'Purchase a Domain' button.
Use the search bar to see if your desired domain is available.
You’ll be shown the domain you searched for along with a list of suggested alternatives.
Click 'Buy' to purchase the domain directly through the platform.
The entire registration process usually takes about a minute.
The following Knowledge Base Page will cover this in more detail:
To connect your Domain for your Website, follow these steps:
Start by adding and setting up the CNAME or A record. This step must be completed through the domain registrars listed above.
CNAME:
You can add a CNAME record for your subdomains using the value
sites.ludicrous.cloud
A Record
Alternatively, you can add an A record for your root domain or subdomain, directing it to
162.159.140.166
Once you've completed that step, log in to your Innovorise account.
From the left-hand menu, navigate to Settings.
Then select Domains and click on '+Connect a Domain'.
Hover over 'Funnel/Website/Store/Blog/Webinar' and click Connect.
Follow the authentication steps to finish setting up your domain.
The following Knowledge Base Page will cover this in more detail:
To connect your Dedicated Sending Domain, follow these steps below:
Click Settings on the bottom part of the left side navigation menu.
Navigate to 'Email Services'.
Click the 'Dedicated Domain and IP' button.
Click 'Add Domain'.
Add your domain details.
Then click 'Add & Verify'
Apply your new DNS records to your company’s DNS provider’s platform to activate the sending domain. Every domain host will have a slightly different method of doing this.
The following Knowledge Base Page will cover this in more detail:
To connect your Student Portal Domain, follow these steps outlined below:
Go to Sites > Client Portal > Settings.
Click Domain Setup.
Click on the option for a Custom domain and input your desired domain name.
You will then configure A records and CNAME records in your domain registrar's dashboard.
Before you can successfully set up an A or CNAME record, you must ensure that you have already configured your domain registrar to point to the specific IP address or server provided to you. This is an essential step in ensuring that your domain correctly refers to your server, enabling it to function properly.
A Record, also known as an Address Record, maps your domain to an individual server IP address. On the other hand, a CNAME record, or Canonical Name record, is used to map your domain (or subdomain) to another domain name.
Here's a step-by-step guide on how to add A records and CNAME records:
Login to your Domain Registrar's dashboard.
Navigate to the DNS settings.
Here, you will find an option to add a new record.
Select the type of record you want to add (A or CNAME).
Enter the details - for an A record, this would be the IP address 34.67.19.69
; for a CNAME record, this would be the target domain preview.clientclub.net
Save your changes.
Once you have entered the DNS records in your Domain registrar, give it a reasonable time to propagate them (depending on your domain registrar), and hit Update Domain.
The following Knowledge Base Page will cover this in more detail:
Enhance your brand visibility and link deliverability by customizing system-generated links with our Branded Domains. By doing so, you can personalize links for forms, surveys, calendars, and more.
Custom domains allow for branding of system-generated links, improving brand recognition and link deliverability.
To connect a Branded Domain, follow these steps below:
Go to Settings > Business Profile.
Branded Domain is located below Business Email.
Fill in your desired Branded Domain.
Click Add Domain and follow the authentication process.
The following Knowledge Base Page will cover this in more detail:
In this section, you’ll set up your reply-to or forwarding email address.
This ensures that any replies to your outgoing emails are correctly delivered to your chosen inbox.
(Good news: your account is already connected, so this step is quick and easy!)
If you need help during setup, just reach out via Live Chat or email support.
To setup your Email Settings, follow the steps outlined below:
Go to Settings .
Click Email Services.
Navigate to 'Forward & Reply Settings'.
Forwarding Email Address
If a lead responds to an email, that response is always going to show up in Conversations tab, however, if you want a COPY of the lead’s email response to go to someone’ email, you could put in that email address there.
You could enter multiple forwarding email addresses here separated by a comma, e.g. [email protected], [email protected], [email protected]
Reply Address
The reply-to address enables all incoming emails will be sent to that email address instead of routing to the Conversation tab.
You will be able to add up to 5 email addresses.Be sure to click Save in both sections after entering your Forwarding Email Address and Reply Address.
The following Knowledge Base Page will cover this in more detail:
To connect your Square to Innovorise, follow these steps below:
Go to Payments from the navigation menu.
Click on Integrations.
Scroll down to find Square at the bottom of the list.
Click Connect.
Choose either Live Mode or Sandbox Mode (Test Mode).
After selecting your preferred mode, click Connect again.
A new tab will open prompting you to log in to your Square account.
Complete the verification steps and click Allow.
Your Square account will now be linked to Innovorise.
The following Knowledge Base Page will cover this in more detail:
In this section, you’ll connect your preferred payment gateways — Stripe, PayPal, and/or Square — so you can easily create payment links and receive payments directly through your Innovorise account.
Questions? Our Live Chat and email support teams are here to assist.
Prerequisite to connecting your Stripe to Innovorise:
You will need access to your Stripe Account.
To connect your Stripe account, follow these steps below:
Log in to your Innovorise account and open a separate tab for Stripe to complete the integration.
In Innovorise, navigate to Payments from the menu.
Select Integrations.
Click the Connect button next to Stripe.
Then click Connect with Stripe.
A new tab will open prompting you to log in to your Stripe account.
Choose the Stripe account you want to link with Innovorise.
Agree to the Terms and Conditions.
After completing the steps, the tab will close automatically, and your Stripe account will be successfully connected to Innovorise.
The following Knowledge Base Page will cover this in more detail:
Prerequisite to connecting your PayPal to Innovorise:
You will need access to your Business PayPal Account.
To connect your PayPal to Innovorise, follow these steps below:
In a New Tab open Innovorise ensuring you keep your PayPal Open as well you will need this to complete the process.
Click Payments in the Left Hand Menu
Then Click Integrations in the Header
Then Click the Connect Button in the PayPal row
From your PayPal Developers tab copy your
Client ID and paste it into the Live Client ID Box in Innovorise
Secret ID and paste it into the Live Secret ID Box in Innovorise
Then click the Save Button
Note: The Innovorise and PayPal Integration will allow you to connect a test environment of PayPal, so you can test your checkout and payment links, as well as a Production or Live environment so that you can receive money from your customers.
The following Knowledge Base Page will cover this in more detail:
To connect your Square to Innovorise, follow these steps below:
Go to Payments from the navigation menu.
Click on Integrations.
Scroll down to find Square at the bottom of the list.
Click Connect.
Choose either Live Mode or Sandbox Mode (Test Mode).
After selecting your preferred mode, click Connect again.
A new tab will open prompting you to log in to your Square account.
Complete the verification steps and click Allow.
Your Square account will now be linked to Innovorise.
The following Knowledge Base Page will cover this in more detail:
In this section, you’ll edit your receipt settings and tax settings inside Innovorise.
This ensures that all payments are properly receipted, and any necessary taxes are automatically applied.
If you have any questions, Live Chat and email support are ready to assist.
To manage your Receipt Settings, follow these steps below:
Head over to Payments in the navigation menu.
Click on Settings.
Switch on the option for ‘Enable automatic sales receipts for payments’.
Fill in the required fields (marked with an asterisk *) with your preferred info:
Title
Receipt Prefix
Starting Receipt Number
Subject
You can either choose a template for the receipts or type your own message in the Notes section.
When you're done, just click Save.
The following Knowledge Base Page will cover this in more detail:
You can setup Automatic Taxes Calculations for Invoices and Fast Payment Links
To manage your Tax Settings, follow these steps below:
Go to Payments, then click on Settings and head to the Taxes section.
Here, you can choose whether your product prices include tax or not by default.
You can also set up tax rates for your business.
If you're in the U.S., you have the option to automatically calculate sales tax based on the customer's address. For customers outside the U.S., you'll need to manually set the tax rates above.
To enable automatic taxes, just toggle on Enable Automatic Taxes,
Fill in the necessary details, and click Save.
The following Knowledge Base Pages will cover this in more detail:
In this section, you’ll learn where to upload and organise your images, videos, PDFs, and other files inside Innovorise.
Keeping your Media Library organised now will make building future assets faster and easier.
Need a hand? Reach out through Live Chat or email support anytime.
To Add or Delete Files to your Media Storage, follow these steps below:
Go to Media Storage from the left-hand menu.
Click the Upload button and choose the file(s) you want to add.
To delete a file, just hover over it until you see the three-dot menu icon.
Click the icon, select Move to Trash, and follow the prompts.
Creating Folders within the Media Storage
To create a folder in Media Storage, click the button just before the Upload button.
Type in the name you want for the folder, then hit Save.
The following Knowledge Base Page will cover this in more detail:
To access Stock Images from your Media Storage, follow these steps below:
Head over to Media Storage from the left-hand menu.
Click the dropdown just below the Media Storage label at the top.
From there, you can browse stock images from Unsplash and Pixabay, or even pick from a selection of Backgrounds.