New to Fetchit? This is the whole setup, start to finish. Our team does the first part with you, and each step links to the page with the details. Most businesses are up and running the same day.

1. We create your organization

   Your organization is your business's home in Fetchit. Our team creates it and sends its owner a welcome email titled "Finish setting up your Fetchit account".

2. Create your account

   Open the email and choose Finish setting up your account. Choose a password, and choose Create account. The link works once, for 7 days. If it has expired, ask us for a new one.

3. Connect your business software

   On your organization's Manage tab, under Integrations, open CRM. Choose your business software and sign in to it, or enter the account details it needs, then choose Save changes. This is how Fetchit looks callers up.

4. Connect your phone system

   Still under Integrations, open Phone worker. Choose your phone system and connect it. If only some phones should get popups, list their extensions under Extensions; leave it empty for every extension. Choose Save changes.

5. Invite your team

   Under Members, invite everyone who answers the phone. See Your team and computers.

6. Install Fetchit on each computer

   On every computer that answers the phone, install Fetchit and sign in.

7. Add the browser extension if you need it

   If your business software runs in a web browser, add the browser extension on each computer.

8. Make a test call

   Call your business from another phone. A popup should appear on every computer while it rings. If it doesn't, see Troubleshooting.

Who does what

Some business software that runs on a computer at your business, rather than in a browser, needs a little extra setup that our team does for you.

Saving changes under Integrations asks you to confirm it's you first, because those settings control who Fetchit can see and call. See Confirming it's you.

Need a hand?

Our team is happy to do any of this with you. Contact support any time.