---
title: The four setup steps
description: What each step of Set up Relivo asks for, from creating your account to connecting your email, and which steps you can skip.
search:
  keywords: [onboarding, setup, set up, first time, wizard, your details, brokerage, connect email, skip]
related:
  - /getting-started/create-your-account
  - /getting-started/choose-how-to-start
  - /getting-started/your-setup-checklist
  - /email-and-inbox
---

Setting up Relivo takes four short steps: **Create your account**, **Your details**, **How to start** and **Connect your email**. Each step shows its number at the top, and on a wide screen all four are listed on the left, with the one you are on highlighted.

1. **Create your account**

    Sign up with your email and a password, or with Google. See [Create your account](/getting-started/create-your-account).

2. **Your details**

    Enter your **Full name**, and if you like your **Brokerage** and **Mobile phone**. Your name is the sender name on email you send from Relivo, and your name, brokerage and mobile phone show on your property microsites. If you later turn on text alerts for new leads, they go to the mobile phone. Click **Continue**.

3. **How to start**

    Pick **Explore with demo data**, **Import my contacts** or **Start clean**, then click **Continue**. See [Demo data, import or start clean](/getting-started/choose-how-to-start).

4. **Connect your email**

    Connect the mailbox you send from: **Gmail**, **Outlook / Microsoft 365** or **Other provider (IMAP / SMTP)**. All three send from your real address; they differ in how much email syncs back into Relivo. Click **Connect** (or **Set up** for IMAP), or click **Skip for now** and connect later in **Settings** > **Email**.

After step 4 you land on **Today**, or on the import screen if you chose **Import my contacts**.

## Good to know

- Everything you enter in step 2 can be changed later in **Settings** > **Profile**. The **Brokerage** field is called **Company** there.
- Relivo counts setup as done once you finish step 3. If you leave before then, the next time you sign in you go back to **Your details**.
- Signed in with the wrong account? On steps 2 to 4, click **Switch account** next to the address you are signed in as.
- **Back** takes you to the step before.

:::tip
Not sure which mailbox to connect? Gmail is send only: replies stay in Gmail. Outlook / Microsoft 365 and IMAP sync replies back onto the contact's timeline. The [Email and Inbox](/email-and-inbox) section explains the difference.
:::