OTMS Training & Support

Your Setup Checklist

Walk through the core steps to configure your account—business info, domain, email, phone, payments, and integrations—so OTMS is ready for real clients and real results.

  • Navigating the Platform

Let’s take a quick tour so you know exactly where everything lives inside OTMS.

  • Choose Your Dashboard View

Get familiar with the real-time data on your dashboard and learn which of the three available layouts is the best fit for your business.

  • Set Up Your Business Info

Add your business name, logo, time zone, and contact details so your account is aligned with your brand.

  • Set Up Your Domain

Connect your domain so your pages, funnels, and links look professional and on-brand.

  • Connect & verify Your Email

Set up your email so messages send properly and land where they should.

  • Connect Your Payment Processor

Pick the payment provider that works best for your business and connect it to your account.

  • Add a Phone Number

Choose a dedicated business number for calls and texting.

  • Complete Trust Center Setup (A2P)

Required for sending texts in the U.S. We’ll walk you through it.

  • connect your calendar

Connect your calendar so OTMS can display real-time availability, prevent double-booking, and automate appointment scheduling.

  • Integrate Zoom (or Video Platform of Choice)

Connect Zoom (or your chosen video provider) so calls and meetings work seamlessly with calendars and automations.

  • Connect Your Social Accounts

Link Facebook, IG, TikTok, etc. so you’re ready for social posting.

  • Add USER & Configure Permissions

Invite business partners, team members, VAs, or coaches and assign the right level of access.

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.