When you first sign up, a guided wizard walks you through setting up your workspace. The wizard has 11 steps — most are optional and can be completed later from Settings.
Step 1: Create Your Workspace
This is the only step where every field is required.
| Field | Description |
|---|
| Workspace Name | Your organization’s display name. |
| Workspace URL Slug | A unique identifier for your workspace URL (min 3 characters, letters/numbers/hyphens). Availability is checked in real time. |
| Your Role | Your role in the company — Founder/CEO, Clinical Director, Office Manager, Patient Coordinator, Case Manager, Marketing Manager, or Assistant. |
| Address | Full business address with Google Places autocomplete. Address Line 1, City, State, Postal Code, and Country are required. |
The workspace slug becomes part of your invite URL: app.etho.net/i/your-slug. Choose something short and recognizable.
Step 2: Website Domain
Enter your website URL so OlympusAI can scrape and analyze it to pre-populate your Brand Codex — saving significant setup time in the Brand module.
- Accepts a bare domain like
example.com; the system adds the protocol automatically.
- If you skip this step, an empty Brand Codex draft is created for you to fill in manually.
This step is optional but highly recommended. Providing your website lets AI extract your brand colors, messaging, and positioning automatically.
Step 3: Objectives
Select the goals that matter most to your practice. These personalize your Dashboard recommendations and AI suggestions.
| Objective | What it means |
|---|
| Build campaigns quickly | Go from idea to live ads in minutes |
| Scale my practice | Grow your patient base and revenue |
| Replace my ad agency | Handle everything in-house without agency fees |
| Rapidly test new ads | Launch multiple variations to find what resonates |
| See the holes in my funnel(s) | Identify where patients drop off |
| Build more sales copy/scripts | Generate patient-focused copy and scripts |
| Understand my results easily | See what’s working in plain English |
| Have a 24/7 marketing team | Let Olympus run marketing automatically |
Step 4: Welcome
A brief introduction to OlympusAI. Your workspace URL is displayed for reference. No action needed — just continue.
Step 5: Theme Selection
Choose your visual preference:
- Light — light backgrounds with dark text
- Dark — dark backgrounds with light text
- System — follows your operating system setting
The theme is applied immediately and can be changed anytime in Settings.
Step 6: Command Menu Introduction
OlympusAI has a Command Menu (Cmd+K on Mac, Ctrl+K on Windows) that lets you quickly navigate to any module, create new items, or search across your workspace.
This step introduces the concept. The next step asks you to try it.
Step 7: Command Menu Demo
Press the keyboard shortcut shown on screen to open the Command Menu. This is the only interactive step you must complete — it ensures you know the fastest way to navigate Olympus.
- Press Cmd+K (Mac) or Ctrl+K (Windows).
- Browse or search the available commands.
- Select any action or press Enter on “Continue with Olympus.”
The commands shown are real — you can use the Command Menu to navigate throughout the entire app, not just during onboarding.
Step 8: Connect Integrations
Optionally connect your ad platforms and CRM now, or skip and do it later from the Integrations module.
| Platform | Status |
|---|
| Meta (Facebook/Instagram) | Available — connects via System User Token or OAuth |
| LeadConnector (GoHighLevel) | Available — connects via OAuth |
| Google Ads | Coming soon |
Step 9: Invite Your Team
Add team members in two ways:
- Share an invite link — copy your workspace URL and send it directly.
- Send email invitations — enter an email address and assign a role (Admin, Standard, or Viewer).
Team invitations respect your subscription’s member limit. You can always invite more people later from Settings.
Step 10: Communication Preferences
Toggle two optional subscriptions:
- Changelog — bi-weekly emails about new features and improvements.
- Blog — notifications when new blog posts are published.
Both default to off.
Step 11: Completion
Your workspace is ready. A welcome email is sent to your inbox with your login details. Click Enter Olympus to land on your Dashboard and begin the launch checklist.
Creating Additional Workspaces
If you already have an account and need a new workspace, the wizard is streamlined to 5 steps:
- Workspace Creation — same as above.
- Website Domain — same as above.
- Integrations — same as above.
- Team Invite — includes an option to add existing team members from your other workspaces without re-inviting them.
- Completion — workspace is created and you can switch to it from the sidebar.
