Why getting started matters
Your clients form an impression of you long before closing day. Every time they open their journey, they see your photo, your name, your brand and the work you're doing for them. Rayse should look and feel like you from the very first click.
Getting set up takes about 15 minutes, and it pays off on every journey you create:
A polished first impression: your headshot, logo, colors, bio and contact details appear throughout the client experience. Think of your profile as the digital welcome mat to your business.
Marketing ready to go: a complete profile unlocks Rayse's branded marketing and client-facing tools.
Less admin: connect your calendar and Rae can turn scheduled events into documented work, on your terms.
Work from anywhere: with the mobile app, you can capture work between appointments instead of hours later at your desk.
Your Getting Started training path
Step 1: Brand your profile (est. 3 min.)
Branding and Profile Setup: complete your personal and public profile the first time you sign in so your clients recognize you.
Step 2: Fine-tune your account (est. 5 min.)
Account Settings and Your Profile: update your contact details, time zone, headshot, logo, brand colors, bio, licenses, social links and testimonials.
Step 3: Connect your calendar (est. 2 min.)
Connecting Your Calendar to Rayse: connect Google or Microsoft 365 so your scheduled events can become documented work.
Step 4: Take Rayse on the go (est. 5 min.)
Your Rayse Mobile App & Signing In: download the app and sign in.
The Rayse Mobile App for iOS and Android: capture work with Rae by voice, get push notifications, and use the Locations queue.
Step 5: Find your way around
The new Rayse - Your Navigation Map: a quick tour of the main navigation and what each area is for.
Rae: Using Voice or Text to Capture Your Work: what you can ask Rae to do for you.
Daily Planning: How to Own Your Day in Rayse: once you're set up, start each day with My Plan.
Good to know
Complete your profile before your first journey so clients see your full branding and required brokerage disclosures from day one.
Stay compliant. Make sure your license details, brokerage information, testimonials and logos are current, authorized and follow your broker's policies, MLS rules and advertising requirements.
Tip: If you need help at any point, just ask Rae. You'll find all of our easy-to-follow tutorials on the Rayse Academy page.
