Getting Started
For new users setting up Jump and learning the basics.
By Bailey and 4 others5 authors18 articles
- How to create an accountGet started and invite your team to use Jump.
- How to log in when you don't use Microsoft 365 or GmailIf you don't use the two common email services, you can access your Jump account via secure email code.
- Understanding Core vs. Scale vs. Ramping accountsCompare the differences between Ramping, Core, and Scale accounts in Jump to determine which is the right fit for your needs.
- The difference between a Lite and Full seat userUnderstanding Full and Lite seat users in Jump
- Getting started with JumpWelcome to Jump! Use this guide to set up your account and get the most value before, during, and after your meetings.
- How to receive Jump notificationsAdjust your settings to get notified when pre-meeting prep is ready and/or when a meeting is done processing.
- How to set up a Lite user on your Jump accountAdd a new Lite user to your account? Here’s how to set them up properly to support your workflows.
- Startup guide for Lite usersHere's how to get started in Jump as a new Lite user.
- What support options are available?How to get in touch with the Jump support team.
- Startup guide for Full users on the Meet planHow to get started in Jump as a Full seat user.
- Troubleshooting Microsoft admin approval in JumpLearn the steps to get Microsoft admin approval and create your Jump account.
- How to talk with clients about JumpNot sure how to introduce Jump to your clients? Use this guide to talk through the benefits of using Jump, or print it out so it's handy at your desk.
- Understanding Meet, Onboard, and GrowCompare Jump’s products to determine which capabilities are right for your firm.
- Frequently asked questions about Jump (FAQs)Answering some of the most common questions users have when using Jump.
- How to navigate the main Jump UIGet familiar with the Jump interface and know where to access the main features.
- Complete your first client intake workflow in Jump OnboardLearn how to get immediate value out of Jump's Onboard plan
- Getting started with Jump GrowSet up your first Scorecards and Pulses and learn more about Grow.
- How to upgrade your Jump trial to a paid subscriptionEnjoying Jump so far? Here is how to upgrade your Jump account at the end of your free trial.