OTMS Training & Support

Set Up Your Business Info

Set up your business info so OTMS can power your brand correctly across the platform. Add your company name, logo, contact details, website, and key profile settings in Business Profile to keep links, templates, and client-facing assets accurate and consistent.

Video Walkthrough

Step-by-Step

  • Click the gear icon in the bottom‑left to open Settings, then choose Business Profile.

  • Upload your logo using the recommended size, then enter your Friendly Business Name and Legal Business Name.

  • Add your business email, phone number, main website, and business niche, then click Update.

  • Fill in Business Information: choose business type, industry, and registration ID (or select “not registered”), plus regions where you operate, then Update.

  • Go to Physical Address: enter your address, set the correct time zone, choose language, then Update.

  • In Authorized Representative, add the person who legally represents the business (usually you) and Update.

  • In General, review toggles (duplicate opportunities, Facebook contact merging, invalid emails, unsubscribe link, etc.) and set them how you prefer, then Update.

  • In Duplication Preferences, choose whether you allow duplicate contacts or not and Update.

  • Leave deprecated/advanced features as‑is for now unless you know you need them; click Update once more.

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

Calendars & Appointments

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

Contacts & Smart Lists

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

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

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.