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Guide

Agent checklist: your first ten minutes

Updated November 3, 2026

Four things make the first day easy: accept your invite and sign in, add the agent app to your phone’s home screen, turn on lead alerts, and connect your Gmail or Outlook so email and appointments sync both ways. The step-by-step version with screenshots of each phone is Your first day as an agent.

  1. Accept your invite

    Open the invite email and press Set my password, then sign in.

  2. Put the app on your phone

    On iPhone, open the site in Safari, tap Share, then Add to Home Screen. On Android, use Chrome’s Install app or Add to Home screen.

  3. Turn on alerts

    Press Turn on alerts and allow notifications. On iPhone do this from the app on your home screen, since iPhones only alert installed apps.

  4. Connect your email and calendar

    Open your name in the corner, then Your profile, and connect Gmail or Outlook. See Connect your email and calendar.

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Still stuck? In the app, open Help & feedback from the menu under your name, and Nadia answers from your own account or sends it to a person. You can also email support@keptintouch.com. You get a reply within one business day, and within two hours for anything urgent (8am to 6pm Mountain). Is something down for everyone? See live status.