Resources

Find your next step.

A quick starting point for Sites and Business OS. Our detailed guide library is growing; if you need help with your setup, contact us.

Current X-Ploy product workflow used as visual context for product guidance.

A practical starting checklist.

Start with the work you need to accomplish. These pointers can help you prepare a website draft or a conversation about your business workflow.

Service

Build your first draft

Start with your services, your own photos and a clear contact path. Add the pages your customers need, then preview before publishing.

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Plan your website address

Use an existing domain or explore a new one. Keep access to your current domain provider, and review any DNS instructions before making changes.

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Choose when to go live

Private Sites drafts are free. Review the current publishing plans, included allowances and domain terms when you are ready for a live website.

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Check every screen size

Review your headings, images, navigation and contact path on desktop, tablet and phone. Keep the next action easy to find.

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Prepare your Business OS walkthrough

Outline your customer journey, current tools and the tasks that take the most time. Bring a sample workflow so onboarding can focus on your business.

Need a hand with your next step?

Tell us which product you are using, what you want to accomplish and where you are getting stuck. We can help you find the right starting point.