Signing Up and Onboarding

Your account is set up for you

When you become a Kairvio client, we create your account and complete the setup with you on a short call. You don’t need to sign up on your own.

  1. We send you an email invite once your account is ready.
  2. Click the link in the invite and choose your password.
  3. You’ll land in the app with your number, messages, and settings already in place.

Not a client yet? Book a free 15-minute call and we’ll walk you through it.

What the setup steps do

We complete these with you during setup. They’re described here so you know where to find them if you want to change something later. Head to Settings > Setup to see your Setup Progress:

Step 1: Business Information

Enter your business name, industry, address, and a brief description. This info appears on your invoices and customer-facing messages.

Step 2: Call Routing

Choose how incoming calls are handled:

  • Answer in App — calls ring directly in your browser, no cell phone needed.
  • Ring My Phone — calls forward to your mobile device.
  • Smart Routing — tries the app first, then falls back to your cell if unanswered.

You can change this anytime in Settings > Setup.

Step 3: Activate Business Number

Pick a local or toll-free number for your business. This is the number customers will text and call. If you already have a business number, you can port it in later.

Step 4: Configure Auto-Text & Greeting

Set up an automatic text reply for missed calls. A simple message like “Hey, thanks for calling! We’ll get back to you shortly.” keeps leads warm while you’re busy on a job. You can also customize the greeting callers hear.

Getting Started checklist

Once you finish the Setup steps, check your dashboard for the Getting Started checklist. It tracks your overall onboarding progress across 7 steps (for example, “2 of 7 complete” with a progress bar). Work through each item to make sure your account is fully configured.

The Kairvio dashboard showing the Getting Started checklist with progress tracking and stat cards

What’s next?

From here we recommend:

Tips

  • Use a real business email — your team members and customers may see it on invoices.
  • You can revisit the Setup steps anytime from Settings > Setup.
  • Have questions during setup? Tap the chat bubble in the bottom-right corner to reach our support team.
Next Setting Up Your Business Profile