Getting started guide
Step by step setup for domains, channels, and your first automations.
Getting started
Launch your all-in-one workspace in minutes. Connect channels, accept payments, and turn on your first automation.
Quick start
Tip: you can complete these in any order.
Quick start checklist
Watch the onboarding overview, then tick each item as you complete it.
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Create workspace
Set your company name, logo, colors, and timezone.
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Connect channels
Bring WhatsApp, Facebook, Instagram, SMS, and email into one inbox.
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Import contacts
Upload a CSV or sync from Shopify and QuickBooks.
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Accept payments
Connect Stripe first. Add PayPal, Square, or Authorize.net as needed for invoicing.
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Turn on first automation
Pick a recipe like welcome message, lead routing, or review requests.
Connect your channels
Centralize conversations before you automate. Check off each channel as you connect it.
Calendars & meetings
Sync your calendar and enable instant meeting links in bookings and reminders.
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Google Calendar
Two-way sync for events, reminders, and availability.
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Outlook 365 Calendar
Keep Microsoft 365 calendars in sync with bookings.
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Calendly
Auto-capture bookings with contact and deal records.
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Zoom
Auto-generate meeting links in bookings and reminders.
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Google Meet
Create Meet links automatically from bookings.
Accept payments
Connect Stripe first for cards and wallets. Add PayPal, Square, or a gateway as needed.
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Stripe
Cards, wallets, subscriptions, payment links. Global coverage.
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PayPal
Offer PayPal checkout alongside cards for higher conversion.
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Square
Tap to Pay and POS sync with customers and receipts.
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Authorize.net
Trusted gateway for cards and recurring billing.
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NMI
Gateway with vault and routing options.
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GoCardless
Collect bank payments and reduce fees via Direct Debit.
Tip: run a quick test payment before going live.
Import your data
Bring your customers and order history into AELESTRA. Check off sources as you connect them.
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CSV upload
Import contacts with columns like name, email, and phone.
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Shopify
Sync customers, orders, and products into your CRM.
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QuickBooks
Pull customers and invoices to keep records aligned.
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WooCommerce
Import orders and customers from WordPress stores.
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Wave
Simple invoicing and contacts for small business.
Tip: you can import first, then switch sources later without losing records.
Turn on your first automation
Pick a recipe to start fast. You can refine messages and timing later.
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Welcome message
Auto-reply to new contacts with a friendly intro and next steps.
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Lead routing
Auto-assign conversations by team, language, or working hours.
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Missed-call text back
Send an SMS when a call is missed and invite the contact to chat.
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Quote / cart follow-up
Remind contacts about open quotes or abandoned carts with a link to pay.
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Review request
Request a Google review after a job is completed or an order is fulfilled.
Tip: start with one recipe. Add branches and delays later for advanced flows.
Need more help
Still have questions? We are here to help
Talk to a specialist, open a ticket, or explore resources that speed up your launch.
Billing and invoices
How plans work, receipts, taxes, and upgrading during your term.
Migrations
Import contacts, websites, calendars, and automations with best practices.
Platform status
Check uptime and incident history when something feels off.
Templates library
High converting emails, automations, pages, and review requests.
Request a feature
Tell us what would help your workflow and we will review it with the team.
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