CMC Register Process

How to sign up for ClearLine plan?
K
Written by Karen
Updated 10 months ago

Starting with Clearline is simple and can be done in a few easy steps. Here's how you can sign up and set up your account:

1. Visit our sign-up page.

2. Read and confirm our Terms of Use.

3. Get started with our intuitive Onboarding Wizard.

4. Go to the Admin Portal and proceed with the Setup. Here, you'll set up your brand by filling out as many fields as possible, then click 'Next' at the bottom of the page.

5. Choose your brand colors and click 'Next

6. Set up your email and text message preferences

7. Input your location and Billing info

8. Select your desired payment plan

9. Review the applications available. Enable the ones you'd like to use by switching the toggle

10. To utilize these apps, make sure to configure them by clicking the hex nut icon.

11. Complete every field in every app you plan to use

12.  Double-check all the information before submitting

13. Once satisfied, click 'Finish and make a payment'.

14. In the pop-up window that appears, click 'Proceed to Checkout'.

15. Fill out your payment information and click 'Next'.

16. Review your order to ensure everything is correct and click 'Subscribe'. Be sure to read the Terms and Conditions.

17. After you've finished, our team will begin configuring your account.

Now, you're all set to start enjoying the features Clearline offers to streamline your business operations and enhance customer engagement.

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