First Steps

Start here to set up your account the best possible way

Demodesk Customer Success avatar Marcel Seibold avatar Johanna Bumiller avatar
10 articles in this collection
Written by Demodesk Customer Success, Marcel Seibold, and Johanna Bumiller

First Steps in Demodesk

When you sign up for the first time, take a look at these settings to set you up for success
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Written by Marcel Seibold
Updated this week

Create your first Playbook

Template meeting content to use across your team
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Written by Demodesk Customer Success
Updated over a week ago

Joining an existing company in Demodesk

If you are joining an existing company in Demodesk, here's a quick guide to get going
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Written by Marcel Seibold
Updated over a week ago

Get started with Demodesk

This guide provides an overview of the most important things to get started with Demodesk after you received an invitation from your team.
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Written by Johanna Bumiller
Updated this week

Integrations

Get the most out of Demodesk by integrating your existing software
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Written by Demodesk Customer Success
Updated over a week ago

Create your first Event Type

Template invitation emails, calendar invitations, reminders and more
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Written by Demodesk Customer Success
Updated this week

Schedule a meeting

There are different ways of scheduling, find the one that suits your business the best
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Written by Demodesk Customer Success
Updated over a week ago

How can I start my Demodesk meeting?

All you need to do is click on Start and give your browser permissions
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Written by Demodesk Customer Success
Updated over a week ago

Hosting your first Demo

Find out more about the options you have when you are the host
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Written by Demodesk Customer Success
Updated over a week ago

Create your first Battle Cards

Some tricks up your sleeve to be the winner of every demo
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Written by Demodesk Customer Success
Updated over a week ago