Welcome to the ClearView Sites Family

Thanks for choosing ClearView Sites. We're excited to help you build a website system that actually brings in clients. To get started, follow the steps below.

Onboarding

Before we can start building, we need four essential pieces from you. After you complete the onboarding steps below, we'll have the tech things we need to get your site up and running.
01

Domain + Hosting

To begin, you’ll need a domain name and hosting. (You can think of your domain name as your home address and your hosting as your monthly mortgage or rent.) Click the option to the right that describes your current situation.

IMPORTANT: ClearView website builds are incompatible with Wix, Weebly, and Squarespace. Because all client sites are built on the WordPress platform, you’ll need website hosting capable of running WordPress.

If your current host is capable of running WordPress, we will need you to give us access to the accounts.

  1. Find your domain registrar on this page, and follow the instructions provided to add us as a collaborator on the account.
  2. Repeat for your hosting company.
  3. Then you may continue to Step 2 below.

If you’re currently using Wix, Weebly, or Squarespace, please contact kristen(@)clearviewsites.com for help.

To use our recommended domain registrar, follow the instructions below. If you’d like to use a different domain registrar, please sign up before proceeding to Step 2 below.

  1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
  2. Search for the domain name you wish to register,
  3. Use the search bar to check if your desired domain name is available (typically yourbusinessname.com). If your first choice isn’t available, try variations like adding your city name or using .net instead of .com.
  4. Click Add to Cart next to your chosen domain. You do not need to add any of the items listed under frequently bought together.
  5. Click Checkout at the bottom of the page.
  6. Under Domain Registration, choose the desired length of your registration and toggle auto-renew on.
  7. Under Domain Privacy, toggle enable and auto-renew on.
  8. Leave everything else toggled off. If you see free Web Hosting listed, remove it from the cart by clicking the x. 
  9. Click Confirm Order.
  10. Create your NameCheap account or log in if you already have one, then complete your purchase.
  11. After purchase, log into your NameCheap account and click Account (top right) → Manage Users.
  12. Click Invite a User and add kristen(@)kristendoyle.co with “All” permissions so we can connect your domain to your website.
  13. When finished, if you need hosting, open the “I do not have hosting” accordion below. If you already have hosting, continue to Step 2.

To use our recommended host, follow the instructions below. If you’d like to use a different hosting service, please sign up before proceeding to Step 2 below.

  1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
  2. Scroll to the pricing section and choose monthly or annual pricing above the plan details.
  3. Choose your plan, and click Get This. (We recommend 105cc for sites without a blog and 155cc if you intend to add blog posts regularly.)
  4. Enter your account, client, and payment information, and click Order.
  5. They’ll send a couple of emails including your receipt and info on accessing your account.
  6. Log into your BigScoots Portal account and click Manage Contacts on the left sidebar.
  7. Click Invite User. Use email kristen(@)kristendoyle.co. Scroll below the submit button and select Technical Staff (one of the pre-made privileges options). Then click Submit at the bottom of the page.
  8. When finished, you may continue to Step 2 below.
02

Domain Email

Next, you’ll need domain email, which is email that ends with your domain name (ex: tom@precisioninspections.com). For this service, we highly recommend Google Workspace (formerly G Suite). Click the option to the right that describes your current situation.

Perfect! You may continue to Step 3 below.

Follow the instructions below to sign up with Google Workspace (formerly G Suite) to manage your domain email.

  1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
  2. Click Get Started within the box labeled Business Stater.
  3. Enter Business Name, Number of Employees, and Country. Click Next.
  4. Enter First Name, Last Name, and Current Email Address. Click Next.
  5. On the next page, you’ll be asked if you have a domain. Because you completed Step 1 above, click Yes, I Have One I Can Use. (Note: If you haven’t completed Step 1 above, please do so before proceeding.)
  6. Enter your Domain Name. Click Next.
  7. On the following page, you’ll be asked to confirm use of domain. Ensure the proper spelling for your domain and click Next.
  8. Choose your Username and Password. (Note: The username you choose will serve as your main domain email address. Click Agree And Continue.)
  9. Confirm your choice of the Business Starter level. Click Next.
  10. Enter your Customer Information and Payment Method. Click Next.
  11. You’ll then be asked to verify your domain to begin using domain email. Follow the instructions given. If you need help, please contact us at kristen(@)clerviewsites.com.
  12. When finished, you may continue to Step 3 below.

IMPORTANT: After completing the sign-up process, verify that you are signed up for the Business Starter Package by reviewing your subscription under Billing → Subscriptions.

We recommend using Google Workspace (formerly G Suite) for domain email. Results have shown greater success in receiving emails submitted through your site when using Google. If you’d like to transfer, contact support(@)clearviewsites.com for help.

If you’d like to remain with your current provider, you may continue to Step 3 below.

03

Email Marketing

Next, you’ll want an email marketing service. This is used to build and communicate with your email list. We highly recommend Kit (free up to 10,000 subscribers), though you can use a range of other services. Click the option to the right that describes your current situation.

Excellent! You may continue to Step 4 below.

If you’d like to use our preferred service, Kit, no further action is required. We’ll create a free account for you and you may continue to Step 4 below.

While we recommend Kit, you’re not required to change providers. We also work with ActiveCampaign, MailerLite, MailChimp, and Flodesk. If your service is not listed, please contact kristen(@)clearviewsites.com.

You may continue to Step 4 below.

04

Booking Calendar

Finally, you'll need an online scheduler so clients can book inspections directly from your website. We highly recommend TidyCal (included in your website package), but you can use another scheduling service if you prefer. Click the option to the right that describes your current situation.

Fantastic! You may continue to your intake form below.

If you’d like to use our preferred service, TidyCal, no further action is required. We’ll create an account for you and you may continue to your intake form below.

While we recommend TidyCal, you’re not required to change providers. Unless previously discussed, you will be responsible for setting up your own appointment scheduler. We can also discuss this on the Kickoff Call if you have any questions!

You may continue to your intake form below.

Client Intake Form

We’ll now gather information to access the accounts above in order to build your website. If you’re uncomfortable sharing current passwords, we suggest creating temporary logins.