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1. Welcome to Canopy!
Updated over a week ago
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We’re thrilled to have you here. To get you started we’ve created a roadmap to help you learn to be a Canopy champion over the next few weeks. Each email you receive will break down of a few steps for you and your team to take. Let’s get this party started!

Today's goal is to go over the basics of getting started in Canopy.

Login to Canopy

Jump in! Go ahead and log in to your account and take a look around.

Watch the Getting Started with Canopy Video (20 minutes) and follow along

This video will take you step-by-step through all your settings. Follow along and set yourself up for success by customizing your settings at the same time.

Customize your Canopy settings

Don’t forget to:

Don’t want to do it yourself? We can help you! Check out our options for paid onboarding services. Contact support to learn more!

You have Questions. We have answers.

The Canopy Knowledge Base- This is the home for all of our product articles and how-to videos that will walk you step-by-step through just about anything you want to do in Canopy. You can search at the top of the page or explore each section.

Customer Support: If you can’t find what you are looking for in the Knowledge Base, you can reach our support team through our in-app messenger (click on your icon on the bottom of the global navigation bar and then click Chat with Support) or by calling 1-855-616-7305.

Ready to move on? Jump to the next page!

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