How to create an account

I am a brand new user to Jump. How do I get started?

First off, welcome! We're excited to see you Jump in. Follow these steps to create and set up your new Jump account.

1. Create your account

In a web browser, go to my.jumpapp.com. Jump uses Single Sign-On (SSO), which means you won't sign up by creating a traditional username and password. Instead, you'll sign up using a secure login method tied to your email address.

There are two ways to complete this process:

Option 1: Sign up with Google or Microsoft

If you use a Google or Microsoft email account, click the appropriate button. From there, you'll be prompted to enter your email log-in credentials to create your Jump account.

Option 2: Sign up with an email code

If your email isn't managed by Google or Microsoft (or you prefer to not sign in with this account), you can use the login code method.

Then, follow these steps to sign up:

Enter your email address in the provided field.
Click Continue.
Check your inbox for an email from Jump with a secure login code.
Return to the sign up flow at my.jumpapp.com and enter the code you received to finish signing up.

2. Confirm personal details

Now, confirm some of the personal details associated with your new account.

On the About you page, enter and/or review your name spelling and company association.
Use the provided dropdown to select the title that best describes your role.
Agree to the Terms of Service & Privacy Policy.
Click Next: Sync meetings to continue.

3. Confirm your calendar connection

On the next page, designate the calendar you use to schedule meetings. Jump will automatically pull in events from your connected calendar.

Note: If you sign in with Microsoft or Google, the corresponding calendar will automatically be selected.

Follow these instructions to connect additional calendars if you schedule meetings using another supported tool:

Click Connect another calendar to view which calendar integrations are available for your account.
In the pop-up that appears, select the relevant tile, then click Add integration.
When prompted, enter your credentials for the tool to complete the integration.
Return to my.jumpapp.com to continue onboarding.

4. Select your conferencing and/or VoIP provider(s)

To help Jump attend and capture notes from your virtual meetings and VoIP caller, connect your provider(s) during onboarding.

Note: If you sign in with Microsoft or Google, Teams or Meet will automatically be connected to your new Jump account.

Webex is also connected to your account automatically, with no further configuration required.

Note: If you already connected Zoom as a calendar in the previous step, you will not need to integrate it again to select is as your conferencing provider.

Follow these steps to connect any additional conferencing / VoIP provider(s) to your Jump account:

Still on the Sync your meetings page, click Connect more conferencing to view the providers supported for your account.
In the pop-up that appears, select the relevant tile, then click Add integration.
When prompted, enter your credentials to the tool to complete the integration.
Return to my.jumpapp.com to continue onboarding.
Repeat Steps 1-4 as needed to connect the supported providers you use.

5. Choose your default notetaker attendance setting

Still on the Sync your meetings page, set your default notetaker attendance settings.

Toggle this setting "on", and the Jump Notetaker will automatically join and capture all scheduled virtual meetings from your connected calendar.

Toggle this setting "off", and the Jump Notetaker will not automatically join and capture these meetings. Instead, you will need to manually send the Notetaker to virtual meetings that you want captured.

After you've adjusted this setting, click Next: Note Style to continue onboarding.

6. Choose your preferred note style

Jump lets you pick your preferred notes style, determining how it formats the notes from your meetings. Here's how:

On the Customize your notes page, review the provided style options and the sample notes for each.
Click on your preferred style, then click Next: CRM and Financial Planning to continue onboarding.

7. Connect your CRM

Next, connect your CRM to Jump. This enables Jump to sync notes post-meeting and recommend AI-suggested updates to your CRM contacts. Here's how:

On the Integrations page, click Connect CRM.
The pop-up that opens will display the supported CRMs for your account.
Select the relevant tile, then click Add integration.
When prompted, enter your credentials to authorize the integration.
After connecting your CRM, use the dropdown to select which action to run after each meeting.
Based on your selection, Jump will show the typical automation that will appear after capturing a client meeting.

8. Connect your financial planning tool

Still on the Integrations page, navigate to the Financial planning section. Here, you can connect to a supported platform so Jump can generate AI-suggested fact updates to keep financial plans current. Follow these steps to complete the integration:

Click Connect financial planning.
The pop-up that opens will display the supported financial planning tools for your account.
Select the relevant tile, then click Add integration.
Enter your credentials to authorize the integration.
After connecting your financial planning tool, Jump will show the typical automation that will show after capturing a client meeting.

9. Connect additional integrations

Your Jump account may support additional integrations, like portfolio management tools, custodians, estate planning software, document management solutions, marketing and social platforms, and workflow automation apps.

If you use any of the supported integrations, and you'd like to connect them to your Jump account, follow these steps:

On the Integrations page, navigate to the More integrations section.
Click Browse all integrations.
In the pop-up window that opens, search for an integration, or use the provided category tabs to browse what's available.
When you're ready to integrate, select the relevant tile, then click Add integration.
When prompted, enter your credentials to authorize the integration.
When you're done adding integrations, click Finish setup.

Note: Once in your new Jump account, navigate to the Getting started tab to view any remaining setup steps you have left to complete.

You can manually mark the Getting started tab as 100 percent complete once you have the account set up to your liking.

To do so, click into the Getting started tab. Above the progress bar at the top, click Mark all complete. This will hide the Getting started tab from your main Jump view.

You can also undo that action to show only the actions that have been completed automatically.

I already have an account. I just need to add a user.

Who can add new users?

Account owners

We love hearing you want to share your joy of Jump with others.

You can add new users manually by going to Profile & settings > Account settings > Subscription & users.

Above the list of current users on your account, you'll see an Add users button.

Click on this button to enter the new user's name, email address, and seat type. You can also edit and send a personalized welcome email.

Click the green Review & confirm button to finish. The user should receive an invite to their email momentarily to gain access to the account.

Note: If you see a message saying "Please contact us to update your subscription," use the messenger on the bottom-right corner of the screen or email us at [email protected] to add new users.

Be prepared to give us their name, email address, and seat type, and we'll get them added for you!

Not sure if the new user should be a Full or a Lite seat? Check out this guide to help clarify the differences between the two.

Need more help?

Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]