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About The Portal About The Portal The client portal is one of the next places you may reach after completing the early Booking Ninjas steps. By this point, you may have clicked Start for free, comp... After You Request After You Request After you request a Salesforce org, Booking Ninjas may need time to review your information and prepare the next step. This request is not the same as instantly o... Are You Ready? Are You Ready? Before requesting a Salesforce org, it helps to pause and make sure you understand what this step means. You do not need to have every detail figured out. You also d... Demo Materials Demo Materials Demo materials are resources inside the client portal that help you understand Booking Ninjas in a more practical way. They may include videos, walkthroughs, example... Email Confirmation Email Confirmation Email confirmation is one of the early steps in the Booking Ninjas journey. After you click Start for free and complete the welcome survey, you may be asked to c... Portal Actions Portal Actions Portal actions are the next steps you may be able to take inside the Booking Ninjas client portal. These actions are there to help you continue your journey in a mor... Signing Up Signing Up Signing up is the first step in starting your Booking Ninjas journey. When you click Start for free, you begin a guided path that helps Booking Ninjas understand who you... Welcome Survey Welcome Survey The welcome survey is the next step after you click Start for free. It is a required part of the sign-up process because Booking Ninjas needs to understand a little... What Happens Next? What Happens Next? After you complete the early steps in the Booking Ninjas journey, you may be wondering what comes next. At this point, you may have started the sign-up path, com... What Is It? What Is It? A Salesforce org is the environment where your Booking Ninjas experience can be prepared, explored, or configured. In simple terms, it is the Salesforce-based space whe... What It Prepares You For What It Prepares You For The client portal helps you prepare for the next stage of your Booking Ninjas journey. By the time you reach the portal, you may have already started the s... What To Prepare? What To Prepare? Before requesting a Salesforce org, it helps to gather a few basic details about your organization. You do not need a full technical plan. You also do not need to... Why It Matters Why It Matters Your Salesforce org matters because it is where the Booking Ninjas experience can become more practical. Before this step, you may be reading about Booking Ninjas, c... Your First Steps Your First Steps When you first land in the client portal, you may not know exactly where to begin. That is normal. The client portal is meant to help you continue the Booking Ninj... Your Journey Your Journey Your Booking Ninjas journey is not meant to happen all at once. There are a few early steps that help you understand the platform, share basic information about your o...