BoldTrail – Daily Onboarding Workshop

Welcome to BoldTrail Onboarding! We’re excited to work together to set up your account, provide access to the platform, and customize your settings for a successful launch.

BoldTrail Onboarding Workshop

Every Monday–Friday 9:00–10:00am PT (12:00–1:00pm ET)

Join our Implementation team every morning, Monday–Friday at 9am Pacific Time for a one-hour, live Onboarding Workshop. In this workshop headed by one of our Implementation Specialists, you’ll:

  • Learn about a specific BoldTrail topic:
  • Monday: My agent profile & office settings
  • Tuesday: Smart Number
  • Wednesday: Web & IDX
  • Thursday: Smart Campaigns
  • Friday: Lead import & 3rd party sources
  • Have the opportunity to ask any and all account configuration questions, regardless of the topic we cover that day!


Our team is here to support you every step of the way for a smooth launch. Contact us via the following methods:

Daily Onboarding Workshop

Join our Implementation team for a live Onboarding Workshop Monday-Friday at 9am PT. Learn about BoldTrail setup topics and get live answers to any account configuration questions.


Engage with our team from the blue chat bubble from BoldTrail (bottom right corner) from 7:00am–4:00pm PT, Mon–Fri.

Frequently Asked Questions

When does billing begin?

Billing begins on day 14.

Use the chat feature in your BoldTrail account or email

When IDX bas been approved, who can i get in tough with to activate my site?

Schedule into our DNS Launch Call