What about live onboarding? Join one of our live group onboarding sessions. We'll go over how to use Jump and best practices for the platform. Schedule to join here.
🎥 Prefer to watch on your own time? Check out our onboarding videos on YouTube or explore our 40-minute full walkthrough of the platform.
First-time users: Creating your Jump account
If you're a brand-new Jump user, the following guide walks you through this initial setup, including the steps to create your account, connect your integrations, and adjust your user settings and preferences.
Resource: How to create a Jump account
Product overview: How to use Jump
Before a meeting
Jump helps you spend less time on admin work before a meeting by compiling information about your clients from your connected accounts.
Check out the following resources to learn more about setting up your Jump account and how the platform helps you prepare for your meetings.
Connect your CRM to Jump: Why it matters and how to do it
Auto-send the notetaker to meetings: How to ensure Jump captures your virtual meetings automatically
Filter which calendar events appear in Jump: Show only what matters in the Upcoming tab
During a meeting
Capture meetings with Jump, whether in person, over video, or on the phone. Stay present with your clients, without worrying about missing key details and action items.
After the meeting
Turn your conversations into action with Jump's post-meeting tools and automations.
Share notes with teammates: How collaboration works in Jump
Understand the Recap Email: What's included and how it's sent
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]