SetterOS Support
Training library

Start here after checkout.

Choose the training path that matches your package. The manuals, dashboards, SOPs, templates, scripts, and agreement links below are the same materials delivered during onboarding.

Complete Onboarding Intake Checkout Success Page
Solo businesses

Use this path if you bought Starter or operate one internal business.

ManualSolo Business Training ManualDaily use, setup, qualification, booking, follow-up, and owner review. DashboardSolo Business DashboardVisual command center for leads, bookings, missed opportunities, and revenue. Video scriptSolo Training Video ScriptUse this to record a simple onboarding video for owners.
Agencies and coaches

Use this path if you bought Growth or manage clients, students, locations, or offers.

ManualAgency and Coach Training ManualSub-accounts, templates, agents, split tests, reporting, and add-ons. DashboardAgency and Coach DashboardPortfolio view for account health, operators, campaigns, templates, and revenue. Video scriptAgency Training Video ScriptUse this to train operators, coaches, or client success staff.
CareFlow Setter

Use this path for health and wellness appointment-setting clients.

ManualCareFlow Setter Training ManualOperator guide for health and wellness setup, voice QA, Social Growth, and reporting. DashboardCareFlow Operator DashboardVisual training page for pipeline review, voice QA, templates, and Social Growth. StaffCareFlow Staff ManualDaily lead review, handoffs, follow-up, content replies, and safety rules. StaffCareFlow Staff DashboardSimple visual staff dashboard for everyday operation. SOPDaily SOP ChecklistThe daily checklist staff should use at the start and end of every shift. TemplatesCareFlow Template LibraryHealth and wellness workflows for med spa, dental, wellness, primary care, and more.
Sales and fulfillment

Use these to sell, fulfill, and report consistently.

OfferCareFlow Agency Offer KitPositioning, packages, Social Growth add-ons, and sales language. DeliveryCareFlow Fulfillment ChecklistStep-by-step delivery checklist from intake through monthly optimization. DeckCareFlow Sales Deck OutlineSales deck structure for health and wellness prospects. ScriptsCareFlow Outreach ScriptsDM, email, and follow-up scripts for target verticals.