How To Make a OneTapConnect Microsite - Full Tutorial (Professional Plan)

If you have already purchased a OneTapConnect Professional Plan subscription, log in to your OneTapConnect account dashboard, then proceed to Complete your Profile.

Getting Started

1. Introduction

2. Create your account

3. Log in

As the owner of your own OneTapConnect account, you have access to manage every aspect of this account from your new account dashboard.

How to log in to your OneTapConnect account dashboard:

Go to app.onetapconnect.com, then click Login.
Enter the email address that is associated with your user account, and we’ll send a unique, magic login link to your inbox. This link is valid for a single use and expires after a short time.
Go to your email inbox and open the login authentication email.
Click the magic login link to log in to your account.

For more information on how to access your OneTapConnect account dashboard, see How to log in to your account dashboard.

Complete Your Profile

The information that is saved to your profile will be used to complete your digital card and microsite contact details. This information will also be used to dynamically generate some of the content that will be displayed on your microsite.

4. Contact Information

How to make a good first impression:

Use a professional email address.
Click + Add another to add a professional title.
Upload a well-lit, high-quality profile picture of yourself.
Include a physical business address (if applicable).

5. About

Your company and personal bios should answer the questions “who are you?” and “what do you do?" in a way that is clear, concise, and confident.

An effective company bio might answer:

“When, why and how was your company started?”
“What is its purpose and/or mission?”
“What service(s) does it provide?”
“What makes your company uniquely qualified to provide this service?”

Your “About me” might include:

Your current title, credentials and how long you’ve been in the industry
Your experience, past achievements and areas of expertise
Your personal and professional goals
Your hobbies and interests

6. Branding

Displaying your company’s logo and branded colors on your microsite is an effective way to visually express your company’s identity.

For best results:

Upload a high-resolution copy of your company’s logo.
Select one Primary Color and one Accent Color that reflect your company’s existing branding.

If you don't have existing branding for your company, you can:

Use the OneTapConnect colors that are selected by default.
Choose a color theme later using the Visual Editor's Global Styling settings.
Use a free, online color palette generator for inspiration.

7. Lead Capture

For more information on OneTapConnect integration options, see How to integrate your CRM or booking calendar into OneTapConnect and How to use the Connect button.

8. Visual Editor

For more information on how to navigate the Visual Editor, see How to update your Microsite design.