OTMS SUPPORT & TRAINING

use your OnTap Marketing Suite with clarity, simplicity, and confidence

Step-by-step training, quick answers, and support resources—all in one place—to help you get the most out of OTMS.

OnTap Marketing Suite training illustration

Training Library

Browse Training by Category

Find support by feature, tool, or task so you can jump straight to the training you need.

Get Set Up

  • Set Up Your Business Info
  • Connect Your Email & Phone
  • Integrate Your Social Media
  • Trust Center & A2P Setup
  • Integrating Zoom & Stripe
  • Adding Users + Setting Permissions

Conversations

  • Navigate the Conversations Inbox
  • How to Reply by Email, SMS, or Social
  • Assign to Team Members
  • Understand Conversation History
  • Custom Fields & Values

Contacts & Management

  • Importing & Exporting Contacts
  • Adding / Restoring / Deleting
  • Custom Fields & Tag Best Practices
  • Building Smart Lists

Calendars & Scheduling

  • Calendar Overview & Integrations
  • Create Calendars & Calendar Groups
  • Set Your Availability + Preferences
  • Syncing Google or Outlook Calendars
  • View Appointments & Bookings

Opportunities & CRM

  • What is a Pipeline?
  • Creating + Customizing Pipelines
  • Adding Leads to a Pipeline
  • Automating Stage Movement

Payments & Invoicing

  • Connect Stripe or PayPal
  • Create + Send Invoices
  • Use Payment Links
  • Manage Documents & Contracts

Marketing Tools

  • Schedule Social Media Posts
  • Email Campaigns vs. Automations
  • Designing Email Templates
  • Setting Up Brand Boards

Automation & Workflows

  • Creating Workflows
  • Understanding Triggers & Actions
  • Reviewing & Testing Workflows
  • Using Recipes to Save Time

Sites & Funnels

  • Understanding Sites & Funnels
  • Creating Your Website
  • Creating a Funnel
  • Designing Forms
  • Add Your Branding

Memberships & Courses

  • Setting Up Your First Membership
  • Creating a Simple Course
  • Setting Up Paid Access
  • Organizing Members with Groups

AI Tools

  • Build a Site with AI Studio
  • Setup AI Chat Bots
  • Generate On-Brand Copy
  • Manage AI-powered Tools

Reputation & Reviews

  • Why reviews matter
  • Connect Google and Facebook
  • Send review requests easily
  • Automate review follow-ups
  • Showcase reviews to convert

Platform Specific Guides

COMING SOON!

Google & Analytics Training

Bonus Training

Still Need Help?

If you cannot find what you need in the training library or FAQs, submit a support request and our team will point you in the right direction.

Additional Resources

Looking for support beyond OTMS? Explore trusted services, recommended partners, and helpful business resources.

Website or Marketing Help

Learn more about additional creative and hands-on services available through OnTap.

Branded Swag & Merch

Bring your brand to life with custom swag for launches, events, client gifts, and team culture.

Business Coaching

Get support with strategy, accountability, and business growth in both your professional and personal life.

NKY/Cincinnati Networking

Connect with local professionals, referral partners, and community resources across Northern Kentucky and Greater Cincinnati.