Platinum Glofox clients can integrate with their InfusionSoft account.
- Go to the Dashboard Settings. To find the settings, click on the 3 horizontal lines in the top right corner of the Dashboard. From the side bar menu, select 'Settings'.
- Click on the 'Integrations' tab.
- To link with your existing InfusionSoft account, you select 'Link with existing account'. You will be re-directed to InfusionSoft to verify it is your account by signing in, and verifying that you want your Glofox account integrated with your InfusionSoft account.
4. To Create an InfusionSoft account, click 'Create a new account' where you will be diverted to InfusionSoft to set up a new account, which you can then link with Glofox.