Getting started
Install Hailo, sign in, set up your studio and learn how the three wings fit together.
15 articles
- What Hailo isLearn what the three wings hold, where each one opens, and what Hailo does not replace.
- Install HailoDownload Hailo for Mac, put it in Applications, get through the first launch and reach the sign-in screen.
- Sign in for the first timeEnter your email on the front door, use the code or password Hailo asks for, and learn what Keep me logged in, Touch ID and Sign out do.
- Invite codes and activationUse the invite email to install Hailo, open it in the app or paste the activation code, set your password, and request access if you have no invite.
- The onboarding wizardWalk through every step of Hailo's first-run setup, know which fields are required, and finish or skip the rest from Settings later.
- The guided tourSee what the four tour chapters show, replay any of them from your avatar menu, and leave the tour with Esc.
- Finding your way aroundLearn the top bar, the wing switcher, the sidebar in each wing, the dashboard tiles you can rearrange, and what a locked wing looks like.
- SearchOpen quick search with ⌘K, find leads, clients, invoices and pages by name, and peek at a record without leaving the screen you are on.
- The notification bellRead what the bell badge means, use the panel and the See all page, and find where to choose which events ring the bell or email you.
- Ask HailoAsk questions about your own leads, clients, invoices and calendar in plain language from the dashboard, keep threads, and approve anything Hailo offers to do.
- Send feedbackSend a bug, an idea or a question to Hailo from the Feedback tile, with a screenshot of the page you are on if it helps.
- Keyboard shortcutsThe keys that work everywhere in Hailo, and where to find the hotkeys for the Edit wing's preview and the Blueprint studio.
- Import from another CRMBring your clients, leads, invoices and payments into Hailo from your old CRM, step by step, from the Settings page or during onboarding.
- Which CRMs Hailo importsSee every tool Hailo can import from, which ones have a ready-made column map, what columns Hailo can fill, and what "what won't come over" means.
- Import limits and fixesKnow the row and size limits on an import, what each message means, why retrying is safe, and what to check in Manage afterwards.