FAQs

Common Questions + Quick Answer

Start here for the most common OTMS questions before submitting a support request

Browse by Topic

Getting Started

Where should I start in OTMS?

Start with the Get Set Up checklist. Make sure your business info, domain, email, and payment platform are connected before you build sites, funnels, or automations.

What do I need to set up before I build anything?

No. Some steps are essential (business info, domain, email, payment platform), while others depend on how you plan to use OTMS (phone number, Trust Center, Zoom, social accounts). Use the Setup Guide to prioritize what matches your workflow.

Do I need to complete every setup step?

Coming soon!

Can my team members have their own login?

Coming soon!

What if I need more hands-on support or "done-for-me" style help?

Coming soon!

Domains, Email & Phone

Why isn’t my domain connecting?

Most domain issues are caused by DNS records not being set exactly as shown in your setup instructions, or by propagation delays. Double-check your DNS settings, then give it up to 24–48 hours for changes to fully update.

How do I know if my email is connected correctly?

Send a test email from OTMS to yourself and reply back. If you can send and see the reply inside OTMS and your regular inbox, your connection is likely correct.

Calendars & Booking

Coming soon

Coming soon!

Conversations & Contacts

Coming soon!

Coming soon!

Payments & Invoices

Coming soon

Coming soon!

Automation & Workflows

Coming soon!

Coming soon!

Sites, Funnels & Forms

Coming soon

Coming soon!

Reviews & Reputation

Coming soon!

Coming soon!

Account Access & Support

Coming soon

Coming soon!

Training Library

Browse Training by Category

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

Setup & Integrations

  • 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 & Smart Lists

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

Calendars & Appointments

  • 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, Invoices & Contracts

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

Marketing & Social

  • 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, Forms & Chat Widgets

  • 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

Integrations & External Tools

COMING SOON!

Google, Ads & Analytics

Strategy & Bonus Resources

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.