Getting Started with Swivel
Connect the Essentials
Connect the tools and services you use every day so Swivel becomes your central workspace. In this article, you'll connect your email, calendar, and phone (if applicable).
Today’s Goal
Section titled “Today’s Goal”Now that you’re familiar with navigating Swivel, it’s time to connect the tools and services you use every day.
Connecting these essentials helps keep your communications, appointments, and financial data together in one place, so you can spend less time switching between systems and more time serving your clients.
By the end of this article, your core connections will be in place and you’ll be ready to review your imported information.
Your Connection Priorities
Section titled “Your Connection Priorities”Complete these priorities before reviewing your imported information.
Priority 1: Connect Your Email & Calendar
Section titled “Priority 1: Connect Your Email & Calendar”Why This Matters
Section titled “Why This Matters”Connecting your email and calendar allows you to manage client communication and appointments from Swivel while keeping everything synchronized with the tools you already use.
By the End of This Priority, You Should Be Able To
Section titled “By the End of This Priority, You Should Be Able To”- Connect your Microsoft Outlook or Google account.
- Verify your calendar is syncing successfully.
What to Do
Section titled “What to Do”Connect the account your organization uses:
Need help?
Section titled “Need help?”Priority 2: Create Your Email Signature
Section titled “Priority 2: Create Your Email Signature”Why This Matters
Section titled “Why This Matters”Your email signature can be included when you send emails from Swivel. Taking a few minutes to set it up now ensures every message includes the contact information, branding, and compliance language you want recipients to see.
By the End of This Priority, You Should Be Able To
Section titled “By the End of This Priority, You Should Be Able To”- Create Your Email Signature
What to Do
Section titled “What to Do”- Click your profile icon in the upper-right corner of Swivel.
- Select My Profile.
- Open the Email Signature tab.
- Enter or paste your email signature.
- Click Save.
Need help?
Section titled “Need help?”- Create Your Email Signature
Priority 3: Connect Your VOIP Phone (If Applicable)
Section titled “Priority 3: Connect Your VOIP Phone (If Applicable)”Why This Matters
Section titled “Why This Matters”If your organization uses a supported phone integration, connecting it allows you to place calls and streamline client communication directly from Swivel.
By the End of This Priority, You Should Be Able To
Section titled “By the End of This Priority, You Should Be Able To”- Connect your phone integration.
- Confirm it’s working correctly.
What to Do
Section titled “What to Do”If your organization uses one of the supported phone systems, connect it now:
If your organization doesn’t use a phone integration, you can skip this priority.
Priority 4: Confirm Your Connections
Section titled “Priority 4: Confirm Your Connections”Why This Matters
Section titled “Why This Matters”Before reviewing your imported information, it’s important to confirm that the systems you’ll use every day are connected and ready.
By the End of This Priority, You Should Know
Section titled “By the End of This Priority, You Should Know”Everything needed for your day-to-day is in place.
What to Do
Section titled “What to Do”Confirm the following:
Section titled “Confirm the following:”☐ My Outlook or Google account is connected.
☐ My calendar is syncing.
☐ My phone integration is connected (if applicable).
If you’re unsure whether something should be connected, ask your administrator or onboarding specialist before continuing.
You’re Ready to Review Your Information
Section titled “You’re Ready to Review Your Information”If you can confidently say yes to the statements below, you’re ready for the next step:
✅ My email and calendar are connected.
✅ My phone integration is connected or not applicable.
✅ My calendar is configured the way I like it (optional).
Best Practices
Section titled “Best Practices”- Connect only the tools your organization uses.
- Verify each connection before moving to the next priority.
- If a connection is managed by your organization, confirm who is responsible before making changes.
- Create your email signature before sending your first email.
- Personalize your calendar settings to match your work style.
- You can always return later to connect additional services.
Frequently Asked Questions
Section titled “Frequently Asked Questions”Do I need to complete every priority?
Section titled “Do I need to complete every priority?”No. Some priorities depend on the tools your organization uses. Complete the ones that apply to your role.
I don’t have permission to connect something. What should I do?
Section titled “I don’t have permission to connect something. What should I do?”Some connections are managed by your organization’s administrator. If you don’t have access, contact your administrator or onboarding specialist.
Can I update these settings later?
Section titled “Can I update these settings later?”Yes. You can return at any time to update your integrations, email signature, or personal preferences.
Next Step
Section titled “Next Step”Continue to Review Your Information to understand what was imported into Swivel, identify anything that needs attention, and learn where your data lives.