Onboarding Day 1: Technical Foundations

Modified on Fri, 27 Feb at 2:46 AM

Domain, Email, Calendar, and Video Setup


Overview

This article walks you through the Day 1 technical setup of your Wellconnect account.
You’ll set up your domain, branded email sending, and connect your email, calendar, and video conferencing tools.

Important: You do not need to understand why each step works yet.
Your only goal is to follow the steps exactly as shown.

By the end of this guide, you will have:

  • A branded domain connected to Wellconnect

  • Branded email sending from your domain

  • Your email, calendar, and video conferencing fully connected

This setup is the foundation for everything built later in onboarding.


Scope

This guide applies to all new Wellconnect customers completing Day 1 onboarding.


Preconditions

Before you begin, make sure you have:

  • Access to your Wellconnect Business Suite

  • A valid payment method for domain purchase

  • Access to your email and calendar provider (Gmail or Outlook recommended)





You already have a website and want to use that domain?

Take a look at this article > Connecting your existing domain via CloudFlare



Step 1: Purchase Your Domain (via Cloudflare)

This onboarding process is designed specifically to work with Cloudflare.

We are not affiliated with Cloudflare. It is recommended because it is affordable, reliable, and easy to manage.


Create a Cloudflare Account

  1. Open a new tab and go to dash.cloudflare.com

  2. Click Sign Up

  3. Sign up using:

    • Google or Apple (recommended), or

    • Email address and password

  4. Verify you are human and complete signup

  5. Open the Cloudflare verification email and click the verification link

Buy Your Domain

  1. In the left menu, click Domains

  2. Select Buy a domain

  3. Search for a domain name that closely matches your business name

    • UK businesses: use .co.uk

    • Others: .com is recommended

    • Avoid .net or .org unless necessary

  4. Complete the payment process

Once purchased, you can leave Cloudflare open — you’ll return shortly.


Step 2: Connect Your Domain to Wellconnect

  1. Open your Wellconnect Business Suite in a new tab

    Keep Cloudflare and Wellconnect open in the same browser

  2. In Wellconnect, go to Settings

  3. Select Domains and URL Redirects

  4. Click Connect a domain

  5. Choose the appropriate option (Funnel, Website, Store, Blog, or Webinar)

  6. Enter the domain you just purchased

  7. Enable the “www” toggle

    • This ensures your site works with or without “www”

  8. Click Continue

Authorise the Connection

  1. A Cloudflare popup will appear

  2. Click Authorise Domain

  3. When DNS records appear, click Authorise again

  4. Wait up to 30 seconds

    • If you see an error, retry the process

  5. Click Finish

✅ Your domain is now connected to Wellconnect.


Step 3: Set Up Branded Email Sending

This allows you to send emails from addresses like:
hello@mail.yourdomain.com

  1. In Wellconnect, go to Settings

  2. Open Email Services

  3. Select Dedicated Domain and IP

  4. Click Add domain

  5. Enter:
    mail.yourdomain.com

  6. Click Add and verify

Authorise in Cloudflare

  1. Approve all Cloudflare authorisation prompts

  2. Return to the Wellconnect dashboard

  3. DNS verification may take a few minutes

  4. Refresh the page every couple of minutes until all checks pass

✅ Branded email sending is now ready.


Step 4: Test Email Sending

  1. Go to Contacts

  2. Click Add Contact

  3. Enter:

    • Any name

    • A personal email address that has never been used in this account

  4. Save the contact

  5. Send a test email:

    • From Name: Your business name

    • From Email: test@mail.yourdomain.com

    • Add a subject and short message

  6. Click Send

Verify Delivery

  • A blue envelope means the email sent successfully

  • Check your inbox

  • If it lands in spam:

    • Mark as Not Spam

    • Or move it to your primary inbox

  • This is normal for new domains


Step 5: Connect Your Email (2-Way Sync)

This allows Wellconnect to communicate with your email and calendar.

  1. Go to Settings → My Profile

  2. Scroll to Email – 2-way sync

  3. Choose Gmail or Outlook

  4. Click Connect

  5. Select your account

  6. Approve all permissions

✅ Your email is now synced.


Step 6: Connect Your Calendar

  1. In My Profile, scroll to Calendar settings

  2. Click Add new

  3. Choose your calendar provider

  4. Select your account

  5. Ensure all permissions are checked

  6. Click Continue

✅ Your calendar is now connected.


Step 7: Connect Video Conferencing

  1. Go to Video Conferencing

  2. If using Google Calendar, this may already be connected

  3. If not, connect it the same way as your calendar

This ensures clients automatically receive meeting links when booking appointments.


Verification Checklist

Confirm the following:

  • ✅ Domain is connected in Wellconnect

  • ✅ Branded email domain is verified

  • ✅ Test email delivered successfully

  • ✅ Email 2-way sync is active

  • ✅ Calendar is connected

  • ✅ Video conferencing is connected


Troubleshooting & Support

If you experience issues with:

  • Domains

  • Email

  • Calendar

  • Video conferencing


What if you got stuck?


Please book a 15-minute troubleshooting session with our tech team using the link from your first onboarding email.

If you can’t find the link, contact us at:
support@wellconnect.freshdesk.com


All done! Now what?

Move to day 2 > > > 


Related Articles

Connecting Your Domain to Business Suite via Cloudflare

Email Service Connection

Integrating Google Calendar (and Google Meet) with Wellconnect Business Suite

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