Your first 15 minutes

HoundBell dashboard showing leads, revenue won, pipeline potential and a revenue chart

Here is the fastest path from a new account to your first captured lead:

  1. Sign in at app.houndbell.com. Your workspace is created when you sign up. The workspace is your business’s container: its leads, forms, pipelines, and money all live inside it.
  2. Connect your WordPress site (Connect Your Website walks through every step).
  3. Open Forms, pick a form, assign it to your site, and click Save & publish.
  4. Paste the form’s shortcode into any WordPress page.
  5. Submit a test on your own website. Within seconds the lead appears on your Leads page and a notification email lands in your inbox.

From there, explore the sidebar:

  • Dashboard: your numbers at a glance. Leads, revenue won, pipeline potential, revenue by service.
  • Daily Brief: your to-do list, generated automatically from where each lead sits.
  • Leads: every captured lead, live as they come in.
  • Calendar: booking requests from your website, confirmations, reminders, and your crew’s schedule.
  • Quotes & Invoices: send quotes, sign contracts, collect payments, build statements.
  • Pipelines: drag-and-drop boards that track every deal.
  • Forms: build and design the forms your website shows.
  • Sites: connect and manage your WordPress sites.
  • Branding: your logo, color, payment instructions, Google review link, and booking hours.
  • Help: search this help center without leaving the app.
  • Team: invite team members with limited access.
  • Account: change your password.
  • Dark mode: toggle the look. Your choice is remembered.

Still stuck?

Email us and a person will answer. Include your workspace name, and the quote or invoice number if it is about one.

Email support@houndbell.com