> For the complete documentation index, see [llms.txt](https://help.solink.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.solink.com/docs/get-started/introductory-guides/onboarding-guide.md). # Onboarding Guide Work through the onboarding process with this guide and your Customer Success representative. Our **Onboarding Journey** is designed to ensure a successful implementation of Solink — so your team can continue to do what they love and thrive. Our team will do the heavy lifting. This guide is designed to help you engage with us along the way. Follow along with the sections listed below to complete the onboarding process. **Note:** Your Solink Operations Coordinator is your point of contact through installation, steps 1-2. Solink Support and your Account Representative are available as your point of contact for step 3-5. *** ### 1. Pre-Install Kickoff/Planning Below are the **key activities and milestones** you can expect in this step: #### a) Confirmation of Technical Information Solink's expert Operations team will reach out to confirm that the information you provided our Sales team is still accurate and confirm any questions they have for clarification. #### b) Scheduling and Installation Solink uses local installers. The installer will contact you directly to coordinate times and schedule the install. They will confirm with Solink's remote configuration crew and finalize an install date that works for everyone. #### c) Receive Equipment Solink will let you know when all your equipment is on route to you. Keep an eye out and have staff aware of the arrival of the technician the day of the install. If the equipment is being sent to you directly, place it in a safe spot. #### d) Data Preparation You may be asked to approve access to your data (POS transactions) and/or introductions to your provider for assistance in approving Solink’s access. #### How to Engage with Solink in This Step * Assign someone to manage your onboarding with us. * Solink Operations: * [Contact Support](/docs/get-started/introductory-guides/how-to-contact-our-team.md#open-a-ticket) * Phone: + 1-844-635-7305 *** ### 2. Implementation Below are the **key activities and milestones** you can expect in this step: #### a) Onsite Install Your certified installer will meet with your designated manager to configure the Solink system by connecting the camera system to your new recording device. Now is a great time to make note of the location of the device for any future troubleshooting. #### b) Remote Configuration The installer will coordinate with Solink's remote team to finalize installation and run through final checks of quality assurance. There may be a short delay between the installer leaving and the Quality Assurance team completing the installation. You will receive an email when the site is ready. #### c) Data Access/Integration Depending on your POS or other data system, Solink may need to schedule time to enable data, gain access to data or work with you to ensure your provider can assist us to get your data. #### d) Login/Access Keep an eye out for an "install complete" email with your login credentials. From there, access the login screen via your mobile application or [www.solinkcloud.com](http://www.solinkcloud.com/). #### How to Engage with Solink in This Step * Solink Operations: * [Contact Support](/docs/get-started/introductory-guides/how-to-contact-our-team.md#open-a-ticket) * Phone: +1-844-635-7305 * Review your installation experience. *** ### 3. Go Live Below are the **key activities and milestones** you can expect in this step: #### a) Solink is Live Solink is now up and running and you have access to your video, reporting, alerts and more. Set up a [transaction or video report](/docs/understand-your-business/search-and-save-reports/create-a-report.md), a [digest](/docs/manage-users-locations-and-your-account/notifications.md) and more. #### b) Solink Team On Standby Our team is here to help and problem solve for you and your team during Go Live to ensure you and your team are able to get the value and reliability out of Solink. Our support team and your account manager will answer questions, train your staff on the job, perform additional configuration and troubleshoot your system. Get access to Solink support members in-app through [chat, by phone, or by email](/docs/get-started/introductory-guides/how-to-contact-our-team.md). #### How to Engage with Solink in This Step * Reach out to your dedicated sales account manager. * [Contact Support](/docs/get-started/introductory-guides/how-to-contact-our-team.md#open-a-ticket) * Support: [In-app chat](/docs/get-started/introductory-guides/how-to-contact-our-team.md#live-chat) * Phone: +1-844-635-7305 *** ### 4. Customization Below are the **key activities and milestones** you can expect in this step: #### a) Customize Your Solink representative will help you configure the right reports (and anything else you require). #### b) Training and Account Review We’re available to provide you with an extra hand. We offer multiple courses for you to build skills and knowledge with Solink. [Book a one-on-one training session with us](https://bit.ly/3BCQTLM) for you and your team. Review your accounts on an ongoing basis to ensure we are meeting your needs. #### c) Become an Expert Continue your training by exploring our [Help Center](http://www.help.solink.com/) for new workflows and use-cases. Here you will find articles to help answer questions. Or you can join a webinar to see what’s new with Solink and brush up on skills. #### How to Engage with Solink in This Step * Actively use Solink. * Learn Solink and its capabilities. * Re-engage with your account manager and/or our support team. * [Contact Support](/docs/get-started/introductory-guides/how-to-contact-our-team.md#open-a-ticket) if needed * Learn more from the Help Center or in person. *** ### 5. Adoption Below are the **key activities and milestones** you can expect in this step: #### a) Feature Updates & Announcements Solink releases great new features all the time. Keep up to date with our latest product updates by checking these sources: * Solink Website [Product Updates Page](https://solink.com/updates/) * [Release Notes](/docs/release-notes/web/2026.md) in the Solink Help Center * **Notifications** #### b) Success Questionnaire Solink will provide a questionnaire in electronic form for your users/staff to express the value that using Solink has provided and ensure that we’ve properly on-boarded your team for success. #### c) Support Our support team is available 24/7/365 to troubleshoot your questions and issues. #### d) Ongoing Account Review Periodically your Solink representative will reach out to schedule account reviews to ensure you’re continuing to see success with the platform and review any open items, special promotions or future projects. #### How to Engage with Solink in This Step * Actively use Solink. * Learn Solink and its capabilities. * Re-engage with your account manager and/or our support team. * [Contact Support](/docs/get-started/introductory-guides/how-to-contact-our-team.md#open-a-ticket) if needed * Learn more from the Help Center or in person. *** ### Additional Resources Here are some additional resources to help you navigate Solink better. #### Help Center Link [help.solink.com](https://help.solink.com/) #### Solink App Locations * [Android App Download](https://play.google.com/store/apps/details?id=com.solinkcorp.solink\&hl=en_CA) * [iOS App Download](https://apps.apple.com/ca/app/solink/id1039916820) #### Book Training with Us * [Book Training Here](https://bit.ly/3BCQTLM) --- # Agent Instructions This documentation is published with GitBook. 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