User Additions

Complete the user addition form, and you will receive a confirmation email from support@setshape.com once the users have been added. The new users will receive an automated email from Shape with their username and temporary password.

The Process

Download & Fill User Request Template
User Addition Request Submitted
Received & Processed by Shape Support
User Setup
Phone Setup
Profile Adjustments
Confirmation of Completion

Upload Branch User Information Here

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Instructions for Support

Next Call Club Branch Name(Required)

Next Call Club Requester Email(Required)

Primary Client Name(Required)

Primary Client Email(Required)

Completed User Request Template

Please upload the completed file here or provide a link to the Google Sheet in the field below.

Max. file size: 50 MB.

Or Link to Completed Google Sheet

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Post Import Instructions

Comments

This field is for validation purposes and should be left unchanged.

For a smooth onboarding experience, we highly recommend using this process to add users. However, if you prefer to handle user additions yourself, you can follow this guide: https://setshape.com/onboarding#add-users

If you have any questions, feel free to reach out to us at support@setshape.com.

This site is dedicated to providing valuable resources for Next Call Club users how to maximize their Shape Software experience.