Getting Started

This is your starting point. The whole setup takes about 5-10 minutes if you're going solo, or 15 if you're setting up a team.

What you're about to do

1. Sign up — Google, Microsoft, or email/password.
2. Pick a plan — Aura is paid, so you'll pick a plan (or start a trial) before going further.
3. Connect your calendar — Google or Microsoft. We read it to know when you're free.
4. Create a scheduler — set your hours, your meeting duration, your custom questions.
5. (Optional) Invite your team — each teammate connects their own calendar.

What you'll need

• A work email (we verify it with an SMS code)
• A Google or Microsoft calendar you can let Aura access
• A Zoom account if you'd rather use Zoom than Google Meet / Microsoft Teams

How the onboarding actually flows

It's mostly one screen, not a multi-page wizard:

sign up → pick a plan → connect calendar → done, you're in

We won't let you skip steps 2 and 3 — you can't reach the dashboard until you've picked a plan and connected a calendar. That's by design.

The guides

Quick Start →

The end-to-end 5-minute version. Start here.

Connect Calendar →

Connecting Google or Microsoft, what permissions we ask for, and how to reconnect if something breaks.

Create Scheduler →

What your scheduler will look like, plus the basics of custom questions and disqualification rules.

Invite Team →

Roles, what each can do, and what a new teammate goes through.

Once you're set up

• Share your scheduler — email signature, embed it on your website, generate a QR code.
• Watch your pipeline — every booking creates a lead and a scheduled call at /opportunities.
• Review your calls — our Notetaker records them and the AI scores them on the 7-stage framework.
• Compare performance — team-wide rollups under Analytics.

Need help?

• In-app chat: open the chat bubble in the bottom right of any page in Aura. Fin answers instantly and brings in the team when needed.
• Email: support@aura-app.ai, if you'd rather write to us.