Welcome to GrowhtHub Knowledge Base Hub

Welcome to GrowhtHub Knowledge Base Hub

Welcome to GrowthHub!

GrowthHub Basic Setup Guide

What is GrowthHub? GrowthHub is your all-in-one business platform for managing leads, messages, bookings, and follow-ups, all in one place. The steps below will get you up and running.

STEP 1: Set Up Your Business Profile

What it is: This is where you put your business name, logo, address, phone number, timezone, and email. Think of it as your "business ID card" inside GrowthHub.

Why it matters: Everything in GrowthHub, messages, emails, calendars, will pull your business details from here.

STEP 2: Add Your Team Members

What it is: Adding your staff members to the account and deciding what they can see or do (e.g., only their own leads, or everything).

Why it matters: Your team can't log in and do their work until they're added here.

STEP 3: Add Your Contacts (Leads & Customers)

What it is: The place where all your leads and customers are stored,their name, phone, email, and notes.

Why it matters: GrowthHub is a CRM first. Everything revolves around your contacts list. You can add them manually, import from a spreadsheet (CSV), or let forms do it automatically.

STEP 4: Conversations (Inbox)

What it is: A single inbox where you can see and reply to all messages, SMS, email, Facebook DM, Instagram DM, and more,all in one place.

Why it matters: No need to jump between apps. Everything is here.

STEP 5: Pipelines & Opportunities

What it is: A visual board (like Trello or Kanban) that shows where each lead is in your sales process (e.g., New Lead → Follow-Up → Proposal Sent → Won).

Why it matters: It helps you and your team know the status of every potential client at a glance.

STEP 6: Calendar & Appointments

What it is: A visual board (like Trello or Kanban) that shows where each lead is in your sales process (e.g., New Lead → Follow-Up → Proposal Sent → Won).

Why it matters: It helps you and your team know the status of every potential client at a glance.

STEP 7: Set Up Your First Automation

What it is: A visual board (like Trello or Kanban) that shows where each lead is in your sales process (e.g., New Lead → Follow-Up → Proposal Sent → Won).

Why it matters: It helps you and your team know the status of every potential client at a glance.

Getting Started with Automation

Need help?

Reach out to your GrowthHub team anytime at growthhub.net.nz, we're here to set things up for you!

Welcome to GrowthHub!

GrowthHub Basic Setup Guide

What is GrowthHub? GrowthHub is your all-in-one business platform for managing leads, messages, bookings, and follow-ups, all in one place. The steps below will get you up and running.

STEP 1: Set Up Your Business Profile

What it is: This is where you put your business name, logo, address, phone number, timezone, and email. Think of it as your "business ID card" inside GrowthHub.

Why it matters: Everything in GrowthHub, messages, emails, calendars, will pull your business details from here.

STEP 2: Add Your Team Members

What it is: Adding your staff members to the account and deciding what they can see or do (e.g., only their own leads, or everything).

Why it matters: Your team can't log in and do their work until they're added here.

STEP 3: Add Your Contacts (Leads & Customers)

What it is: The place where all your leads and customers are stored,their name, phone, email, and notes.

Why it matters: GrowthHub is a CRM first. Everything revolves around your contacts list. You can add them manually, import from a spreadsheet (CSV), or let forms do it automatically.

STEP 4: Conversations (Inbox)

What it is: A single inbox where you can see and reply to all messages, SMS, email, Facebook DM, Instagram DM, and more,all in one place.

Why it matters: No need to jump between apps. Everything is here.

STEP 5: Pipelines & Opportunities

What it is: A visual board (like Trello or Kanban) that shows where each lead is in your sales process (e.g., New Lead → Follow-Up → Proposal Sent → Won).

Why it matters: It helps you and your team know the status of every potential client at a glance.

STEP 6: Calendar & Appointments

What it is: A visual board (like Trello or Kanban) that shows where each lead is in your sales process (e.g., New Lead → Follow-Up → Proposal Sent → Won).

Why it matters: It helps you and your team know the status of every potential client at a glance.

STEP 7: Connect Your Payment Methods (Stripe & PayPal)

What it is: This is where you connect your payment accounts so GrowthHub can accept payments from your customers — whether they pay by credit card (via Stripe) or through their PayPal account.

Why it matters: Without this, you can't collect money through your booking pages, forms, funnels, or invoices inside GrowthHub.

Need help?

Reach out to your GrowthHub team anytime at growthhub.net.nz, we're here to set things up for you!