Setting up your Account
Table of Contents
The first step to begin working with Shippabo is to complete your account setup. Establishing your account on the Shippabo platform is a straightforward process, enabling you to begin collaborating with us promptly. Upon scheduling your onboarding call, our onboarding team will send an invitation email containing access to the Shippabo platform, at which point, you can initiate your account setup.
Your invitation email contains a link to Accept Invitation - this will verify your account- this is your first step. All of your account setup happens directly in the Shippabo platform- making it quick and easy for you.
From there- you can begin your account set up. Our onboarding team will email you a link taking you directly to your account set up- you can also access it through the platform by pressing your initials in the upper right hand corner and select Company Profile.
You will now see a welcome page! Press on Set up company profile to begin your account setup!
From here, you’re prompted to walk through the various steps of setting up your account, outlined on the left for you.
Don’t worry if you are unsure of any of the steps- we will walk through these together on the onboarding call! It’s also important to note that you can skip to a different onboarding step if you need to come back to a particular step!
Your First Onboarding Call
Cheers! It's time for your first onboarding call. During this 30 to 45 minute call, you will be introduced to a member of our onboarding team and can expect to accomplish the following:
- Overview of your account details to ensure accuracy
- Confirm the services handled
- Confirm SOP and logistics partnerships
- Start your first trial shipment on the platform
After Your Onboarding Call
Congratulations! Your first onboarding call is complete. Next, we will introduce your supplier(s) to our North American team and our China team, and provide the suppliers with a brief training on the Shippabo platform.
In the meantime, we will send you your first quote for review.
Your First Shipment
Congratulations! Your first shipment has been accepted. What can you expect next?
You'll be connected with Shippabo's Operations Team for an introduction and to go over the next steps.
Platform Training Series
It's time to get acquainted with the Shippabo app. Our platform gives you total visibility into your containers and goods right down to the SKU, allowing you time to plan and coordinate with your team to execute your business goals.
Our dedicated onboarding team will facilitate a comprehensive, multi-session training program designed to provide a thorough understanding of the Shippabo platform, tailored to your specific needs. We will also extend invitations to relevant members of your organization, such as finance and purchasing departments, to participate in training sessions that focus on platform functions pertinent to their roles. This approach ensures a seamless and efficient onboarding experience for all involved.
In this training series, you will learn about features such as:
- Your customizable dashboard
- Robust filters available for your team
- Scheduled reporting
- Custom views
- Product report
And more! Our team is ready to help you get the most out of Shippabo, so please ask questions!