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V3: Onboarding

New user? This process is a quick way to customize the PastorsLine app appearance to your preferences.

Anne Heath avatar
Written by Anne Heath
Updated over 4 months ago

New user...Welcome to PastorsLine!

We have an onboarding process to help you quickly and easily customize the PastorsLine app appearance to your preferences. Let's talk about it...

This is the start of the process.

Click Get Started to continue or No thanks, I will use the default to skip for now.

In this step, you will tell PastorsLine about your texting.

Will you send texts?

Will you receive them?

NOTE: If you choose No to receiving texts, you will be able to set up an auto responder.

**These Autoresponder / Vacation reply settings apply to all phone numbers currently on your account.

Now, you will tell PastorsLine about your voice messaging.

Will you call groups and/or people?

Will you receive calls?

NOTE: If you choose No to receiving calls, you can set up Call Forwarding OR Do Not Call.

*** You cannot toggle on BOTH call forwarding and do not call. You need to choose one or the other. ***

**These Call Forwarding and Do Not Call settings apply to all phone numbers currently on your account.

In this step, you will tell PastorsLine about any integrations or campaigns you will be using. There is a Maybe Later option for both parts. You would also choose Skip for now.

If you make choices, click on the Save and Continue button to confirm your actions.

This is the last section. It involves a few parts.

Preferences lets you customize the PastorsLine app appearance. For example:

  • How should PastorsLine appear - light mode vs dark mode (or perhaps hybrid).

  • When you click on Groups, which is the default page you wish to see - All Groups? Favorites? Something else?

  • What about your signature?

Click on Continue to Preferences or Skip for now.

If you choose to continue, the Preferences / Display box will pop up.

You can return to this onboarding process at any time.

(1) Click on your thumbnail.

(2) In the popup box, click on Preferences.

(3) Choose Customize App.

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