Getting started

Set up your account in 5 minutes

A short checklist that takes you from an empty account to your first saved contact.

This checklist takes about five minutes. The dashboard shows the same checklist and ticks each step off for you as you go.

The checklist

1. Check your profile. Open Profile in the menu and make sure your name and phone number are right. Click Edit profile to change them. How to update your profile.
2. Create your first source. A source is a list, for example "Walk-in customers". Open Sources and click Create Source. Step-by-step guide.
3. Add your first contact. Click Add Contact in the menu, tick your new source, and type a name and mobile number. Step-by-step guide. Already have a list in Excel? Import it instead.
4. Look at your dashboard. Click Dashboard. Your contact appears under Recent contacts, and the totals go up by one.
5. Optional: connect your website. If you have an enquiry form on your website, it can send contacts to Miaalo automatically. Collect contacts from your website.

New accounts also see a Get started card at the top of the dashboard with these same steps. Each step ticks itself off when you finish it, and the card disappears once all are done.

Want the guided tour again?

When you log in for the first time, a short welcome tour opens. To see it again, click Replay the welcome tour at the bottom of the help menu on the left.