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Your First 7 Days in Amply — Setup Checklist

Knowledge Base Hub > Getting Started on Amply360 > Your First 7 Days in Amply

Welcome to Amply360! This guide walks you through everything you need to set up in your first week — step by step, in the right order. Follow this checklist and you'll have a fully working business platform by Day 7.

Each task links to a detailed guide if you need more help on a specific step. The full setup takes most users about 4–6 hours total, spread across the week.

Prefer a guided walkthrough? Book a free 1:1 Zoom setup call with our team and we'll walk you through everything together. Book a Setup Call →

DAY 1: Set Up Your Account (30-45 minutes)

These are the basics — your identity inside Amply. Complete these before moving on to anything else.

☐ 1. Set Up Your Personal Profile

This is where you add your name, email, phone number, time zone, and availability. It controls how your team and contacts see you inside the platform.

How to do it:

1. Log in to your Amply360 dashboard

2. Click Settings in the left-hand menu

3. Click My Profile

4. Fill in your personal details under the General tab

5. Set your time zone and available hours under User Availability

6. Click Save

⏱ Takes about 5 minutes

📖 Full guide: Setting Up Your "My Profile" →

☐ 2. Set Up Your Business Profile

This is your business name, address, logo, and contact details. This information appears on your website, emails, invoices, and booking pages — so make sure it's accurate.

How to do it:

1. Go to Settings in the left-hand menu

2. Click Business Profile

3. Upload your logo

4. Fill in your business name, address, phone number, and website URL

5. Click Save.

⏱ Takes about 5 minutes

📖 Full guide: Setting Up Your Business Profile →

☐ 3. Connect Your Email

Syncing your email means conversations between you and your contacts show up inside Amply — no more switching between your inbox and your CRM.

How to do it:

1. Go to Settings > My Profile

2. Scroll to the Email (2-Way Sync) section

3. Click Connect next to your email provider (Gmail, Outlook, or other)

4. Follow the prompts to authorise access

5. Once connected, incoming and outgoing emails will sync automatically

📖 Full guide: Syncing Your Gmail Account →

📖 Full guide: Adding an Email Service →

☐ 4. Download the Mobile App

The Amply mobile app (called Lead Connector) lets you respond to leads, check your calendar, and manage conversations from your phone. You'll get push notifications when new leads come in — which means you can respond fast, even when you're away from your desk.

How to do it:

1. Search for "Lead Connector" in the App Store (iPhone) or Google Play (Android)

2. Download and install the app

3. Log in with the same email and password you use for your Amply dashboard

⏱ Takes about 3 minutes

DAY 2: Connect Your Tools (30-45 minutes)

Now that your account exists, connect the external tools that make everything work — your domain, payment processor, calendar, and phone.

☐ 5. Connect Your Custom Domain

Your domain is what makes your Amply funnels, websites, and booking pages appear under your own brand (e.g., yourname.com instead of a generic Amply link). If you don't have a custom domain yet, you can skip this and come back to it — but we recommend setting it up early.

How to do it:

1. Go to Settings > Domains

2. Click Add Domain

3. Enter your domain name

4. Update your DNS records as shown on screen (the guide below walks you through this step by step)

5. Wait for verification (this can take up to 24 hours, but often completes within an hour)

⏱ Takes about 10-15 minutes (plus DNS propagation time)

📖 Full guide: Adding a Domain in Amply360 →

📖 Full guide: Understanding Domains →

☐ 6. Connect Stripe (Payment Processing)

If you plan to collect payments — for services, products, courses, or bookings — connect your Stripe account now. This lets you accept credit card payments directly through your funnels, invoices, and booking pages.

How to do it:

1. Go to Settings > Payments > Integrations

2. Click Connect next to Stripe

3. Log in to your Stripe account (or create one if you don't have one — it's free to set up)

4. Authorise the connection

5. Once connected, you'll see a green "Connected" status

⏱ Takes about 5-10 minutes

Don't have Stripe yet? You can create a free account at stripe.com. Stripe charges a small transaction fee per payment (typically 2.9% + $0.30) — this is Stripe's fee, not Amply's.

☐ 7. Set Up Your Phone Number

Adding a phone number lets you make and receive calls, send SMS messages, and set up missed call text-back — all from inside Amply. This is optional if you don't plan to use phone or SMS features.

How to do it:

1. Go to Settings > Phone Numbers

2. Click Add Phone Number

3. Search for your country and select a number

4. Click Proceed to Buy

⏱ Takes about 5 minutes

📖 Full guide: Phone Setup Guide →

📖 Full guide: Outbound Phone Number →

☐ 8. Sync Your Calendar

Connecting your external calendar (Google Calendar, Outlook, or iCloud) prevents double-bookings and ensures all your appointments stay in one place.

How to do it:

1. Go to Settings > My Profile

2. Scroll to the Calendar Configuration section

3. Select your primary calendar

4. Add your "Check for Conflicts" calendar(s) — this tells Amply to check your other calendars before letting someone book a time

5. Click Save

⏱ Takes about 5 minutes

DAY 3: Import Your Contacts (20-30 minutes)

If you're moving from another CRM, email platform, or spreadsheet — bring your existing contacts into Amply so you're not starting from zero.

☐ 9. Import Your Existing Contacts

You can import contacts from a CSV file (which you can export from most other tools like Mailchimp, ActiveCampaign, HubSpot, Kajabi, or a spreadsheet).

How to do it:

1. Go to Contacts in the left-hand menu

2. Click the Import button (top right)

3. Upload your CSV file

4.Map the columns in your file to the correct fields in Amply (e.g., "Email" column → Email field, "First Name" column → First Name field)

5. Click Import

6. Review your imported contacts to make sure everything looks correct

⏱ Takes about 10-20 minutes depending on list size

📖 Full guide: Import and Export Contacts →

Pro tip: Before importing, clean up your list. Remove any bounced emails, duplicate entries, or contacts who haven't engaged in over a year. A clean list means better email deliverability from day one.

☐ 10. Set Up Your First Tags

Tags help you organise contacts by type, source, or interest. Setting up a basic tag structure now saves hours of manual sorting later.

Recommended starter tags:

Lead — someone who's expressed interest but hasn't purchased

Client — someone who's paid

VIP — your best customers or highest-value contacts

Source: Instagram / Source: Website / Source: Referral — where the contact came from

How to do it:

1. Go to Contacts

2. Click on any contact

3. In the contact record, find the Tags field

4. Type a new tag name and press Enter to create it

5. You can also add tags in bulk during your CSV import

⏱ Takes about 5 minutes

DAY 4: Build Your First Funnel (60-90 minutes)

This is where Amply starts working for you. A funnel is a page (or set of pages) designed to capture leads, book appointments, or sell products.

☐ 11. Choose a Funnel Template

Don't start from scratch — Amply comes pre-loaded with 350+ templates designed for coaches, course creators, service providers, and e-commerce businesses.

How to do it:

1. Go to Sites > Funnels in the left-hand menu

2. Click + New Funnel

3. Browse the template library or search by business type

4. Preview a few options and select one that fits your goal (e.g., lead capture, booking, sales)

5. Click Use Template

⏱ Takes about 10-15 minutes to browse and select

☐ 12. Customise Your Funnel Pages

Now make the template yours — add your brand colours, logo, text, images, and calls to action.

How to do it:

1. Click on any page in your funnel to open the drag-and-drop editor

2. Click on any element (text, image, button) to edit it

3. Update the headline, body text, and images to match your business

4. Make sure your CTA button links to the correct next step (e.g., a form, calendar, or checkout)

5. Click Save when you're done

6. Repeat for each page in your funnel

⏱ Takes about 30-60 minutes depending on how much you customise

Pro tip: Don't aim for perfect on Day 4. Get your funnel to "good enough to launch" — you can refine it later based on real data. A live funnel that's 80% polished beats a perfect funnel that's still in draft.

☐ 13. Connect Your Domain to the Funnel

This makes your funnel accessible at your own URL (e.g., yourname.com/free-guide) instead of a generic Amply link.

How to do it:

1. Open your funnel

2. Go to the funnel Settings

3. Under Domain, select the custom domain you connected on Day 2

4. Set your funnel path (e.g., /free-guide or /book-a-call)

5. Click Save

⏱ Takes about 5 minutes

📖 Full guide: Connecting Domain to Websites →

DAY 5: Set Up Your First Automation (45-60 minutes)

This is where Amply saves you real time. An automation (called a "workflow") runs tasks for you — like sending a follow-up email when someone fills out your form, or sending a reminder before an appointment.

☐ 14. Create a Lead Follow-Up Workflow

This is the most important automation to set up first: when a new lead comes in through your funnel, Amply automatically sends them a welcome email (and optionally an SMS) without you lifting a finger.

How to do it:

1. Go to Automation > Workflows in the left-hand menu

2. Click + Create Workflow

3. You can start from scratch or choose a pre-built template (we recommend starting with a template called something like "New Lead Follow-Up" or "Contact Form Submission")

4. Set your Trigger — this is what starts the workflow (e.g., "Form Submitted" or "Contact Created")

5. Add your Actions — these are what happens next (e.g., "Send Email," "Wait 1 day," "Send SMS," "Add Tag")

6. Write your follow-up email content

7. Click Save and then toggle the workflow to Published

⏱ Takes about 30-45 minutes for your first one

Pro tip: Start with a single, short workflow — one trigger, 2-3 actions. You can build more complex sequences later once you're comfortable with how workflows work.

☐ 15. Set Up a Booking Calendar

If your business involves consultations, coaching calls, or discovery sessions, set up a booking page so leads can schedule with you directly.

How to do it:

1. Go to Calendars in the left-hand menu

2. Click + Create Calendar

3. Choose a calendar type (Personal, Round-Robin, Class Booking, or Service Calendar)

4. Set your available days and hours

5. Configure buffer time between appointments (we recommend at least 15 minutes)

6. Add appointment reminders (email + SMS) so clients don't forget

7. Click Save

⏱ Takes about 15-20 minutes

DAY 6: Go Live and Test Everything (30-45 minutes)

Before you share your funnel with the world, test the entire experience as if you were a new lead.

☐ 16. Test Your Full Lead Journey

Walk through your own funnel as a visitor would — from landing page to form submission to follow-up email.

Test checklist:

1. Open your funnel URL in an incognito/private browser window

2. Fill out the form with a test email address

3. Check: Did the form submit successfully?

4. Check: Did you receive the follow-up email from your workflow?

5. Check: Did the contact appear in your Contacts list with the correct tags?

6. Check: If you have a booking step, try scheduling a test appointment — did the confirmation and reminder come through?

7. Check: If you have a payment step, try a test transaction (Stripe has a test mode for this)

If anything doesn't work as expected, check that your workflow is published (toggled ON) and that your trigger matches the form you used.

⏱ Takes about 20-30 minutes

☐ 17. Install the Chat Widget on Your Website (Optional Add On)

If you have an existing website (WordPress, Wix, Squarespace, or hosted on Amply), you can add the Amply chat widget so visitors can message you directly — or let the AI chatbot handle conversations automatically.

📖 Full guide: How To Set Up Your AI Website Chatbot →

⏱ Takes about 10-15 minutes

DAY 7: Connect with the Community + Plan What's Next (15-20 minutes)

You've built the foundation. Now set yourself up for ongoing success.

☐ 18. Join the Amply Community

Our private Facebook group is where Amply users share wins, ask questions, get feedback on funnels, and learn from each other. It's also where we announce new features and updates.

👉 Join the Amply360 Facebook Community →

☐ 19. Explore Amply360 University

Amply University has step-by-step video courses on everything from funnel strategy to email marketing to sales automation. If you're more of a visual learner, this is where to go after completing this checklist.

👉 Log in to Amply360 University →

☐ 20. Plan Your Next Steps

You've set up the essentials. Here's what to focus on next, depending on your business goals:

If your #1 goal is capturing more leads: → Set up DM automation for Instagram and Facebook to turn comments into leads automatically

📖 Guide: FB & IG Comment Automation →

If your #1 goal is booking more appointments: → Embed your calendar on your website and create a dedicated booking funnel → Set up automated appointment reminders (email + SMS) to reduce no-shows

If your #1 goal is selling courses or memberships: → Build your first course inside Amply360

📖 Guide: Create Your Courses/Products →

If your #1 goal is saving time on follow-up: → Build more advanced workflows — welcome sequences, abandoned cart follow-ups, re-engagement campaigns

Need Help Along the Way?

You don't have to do this alone. Here are three ways to get support:

Book a free 1:1 setup call

Our team member will walk you through the setup on a Zoom call, tailored to your specific business.

👉 Book a Setup Call →

Chat with support

Reach out via WhatsApp or email and we'll get back to you within hours, not days.

👉 Contact Support →

Ask the community

Post your question in our Facebook group and get help from fellow Amply users.

👉 Join the Community →

Related Articles

Setting Up Your "My Profile" →

Phone Setup Guide →

Import and Export Contacts →

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