Getting Started with CMART™
Everything you need to know to set up your account and get running.
14 articles in this section
How to complete your CMART account setup in 30 minutes
A complete guide to your first 24 hours in CMART.
5 min read
Connecting your custom domain to CMART
How to point your domain to your SMART Website.
3 min read
Setting your business details, logo, and branding
Customize your account appearance.
2 min read
Inviting team members and setting permissions
Adding staff and setting their permissions.
4 min read
Choosing and applying your SMART Website template
Browse and select the perfect template.
4 min read
Importing your existing contacts into CMART
Bring your existing client database into the CRM.
5 min read
Understanding the CMART dashboard overview
A quick tour of where everything lives.
6 min read
Setting up your account for a specific niche (Solar / Beauty / Coaches / Accountants)
Tailor your account to your industry.
7 min read
How billing works — your first invoice explained
Understand your subscription and charges.
3 min read
Switching between monthly and annual billing
Change your payment frequency.
2 min read
How to pause or cancel your CMART subscription
Manage your subscription status.
2 min read
Changing your account password and security settings
Keep your account secure.
2 min read
How to contact CMART support
Get help when you need it.
1 min read
CMART account limits by plan — what each plan includes
Understand your plan's features and limits.
4 min read
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