Onboarding - Loadum

Onboarding

Welcome to Loadum

Let’s get you live in ~15 minutes

Follow the steps. Progress saves automatically — deep link shares the current step.

1) Overview & goal

Loadum flow: capture lead → book job → schedule crew → invoice → review. What’s your 30-day target?

2) Company settings

Set business profile, timezone, tax, and branding.

3) Services & pricing

Add services, durations, add-ons, and coupons.

Paste simple JSON to import in your dashboard later.

4) Booking widget

Embed on your site or use the hosted link.

<div id="loadum-booking"></div>
<script defer src="https://app.loadum.com/booking.js" data-tenant="YOUR_TENANT_ID"></script>

Elementor → HTML widget → paste the snippet.

5) Team & scheduling

Add staff, shifts, buffers, and service areas.

6) Pipeline & automations

Customize stages and set instant follow-ups.

7) Payments & invoices

Connect gateways, set deposits, and invoice template.

8) Channels & integrations

Plug in lead sources & tracking.

Send lead/job events to your stack (CRM/Slack/etc.).

9) Mobile app & notifications

Get your crew on the app and enable push/SMS.

10) Go live!

Final checks, training, and launch.

Need help? Contact Support
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