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Completing Your Snoooz Onboarding
Completing Your Snoooz Onboarding

How to Complete the Onboarding Process?

Victoria avatar
Written by Victoria
Updated over a week ago

Please follow the steps below to complete your onboarding and set up your Snoooz account. Begin by navigating to the setup page.

Step 1 - Choose your plan

During this step, review your personal information and select your Snoooz plan, along with your preferred account type. Enjoy a complimentary 14-day trial period for all plans—choose any plan that suits your needs. Following the trial, your account will automatically transition to the free plan unless you opt to upgrade.

If you are joining through an account invitation, you will not see the option to choose a plan, as you will be automatically added to the same plan for which you received the invitation.

Step 2 - Connect your Inbox (Very Important)

Please click on the Connect your Gmail inbox button to connect your inbox.

You will be prompted to select your Google account and provide consent to Snoooz. If you have any concerns about this, please note that we request your permission to temporarily access your inbox solely for the purpose of sending personalized responses to your emails when your out-of-office feature is enabled. Without this consent we cannot access your inbox or send emails on your behalf.

Important note

We do not retain any of your emails. Our access to your inbox is strictly limited to the duration of your out-of-office status. Once you return to work or disable the out-of-office feature, we unsubscribe from your inbox and stop receiving any future email notifications.

Step 3 - Choose Response

You can create your personalized Out of Office response at this step. Alternatively, you can use the Autogenerate option, allowing Snoooz to generate an example response for you. If you wish to personalize it further, you can add dynamic tags using the '@' keyword. To learn more check how to create templates.

Step 4 - Add Backup Coverage

During this step, you have the option to specify whether you require backup coverage and if someone needs to be copied or mentioned in your Out of Office messages.

Step 5 - Connect Calendar

At this stage, you have the option to connect your Google calendar. Doing so will allow Snoooz to automatically generate an Out of Office block for the OOO dates on your Google Calendar when you enable your Out of Office feature. This step is optional and can be skipped.

If you opt for this choice, you can further specify how you wish to respond to both new and existing meeting invitations, customizing the message for those invitations accordingly.

...and that's it!

Your onboarding is now complete, and you're set to activate your out-of-office feature. Additionally, you can rate your onboarding experience and install our free Chrome extension at this stage.

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