Escape by Elevate ESCAPE by Elevate Help Center
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Escape Onboarding · Step 1 of 2

Let's build your Escape.

Everything you fill in here gets built directly into your system — your words in your customers' text messages, your team on the calendars, your prices on the invoices. Takes about 15 minutes. Skip anything you're unsure of; we'll cover it on your onboarding call.

1 · Build Sheet2 · File Uploads

Custom values · every message

1. Your business

Why we ask: These exact words appear inside your automated texts and emails — "Thanks for calling [your company]!" — and on your invoices. We build them in once, and every message sounds like you.
Logins · calendars · routing

2. Your team

Why we ask: Every person gets their own login, their own calendar, and their own job notifications. Getting roles right is what makes jobs route to the right phone automatically.
Booking types · fees in texts

3. Services & pricing

Why we ask: This shapes your booking calendars (what customers can book) and the fees your automated messages quote — "our diagnostic visit is $XX."
Quiet hours · tone

4. Texting rules

Why we ask: Your system texts customers automatically — confirmations, reminders, follow-ups. You decide when it's allowed to speak, so nobody gets a 7am text who shouldn't.
Elevate & Liberate plans

5. Memberships (skip if you don't sell plans)

Why we ask: If you sell maintenance plans, we build them in as products with automatic member pricing, welcome texts, and renewal handling. Your plan names appear exactly as you write them here.
Connections · migration

6. Your online presence & old system

Why we ask: We connect your Google listing, website forms, and phone — and we migrate your customers and price book out of your old software. Never send passwords here; we'll handle logins together on a call.

Heads-up: additional charges apply per phone number in Escape, and messaging & data rates apply. Porting your number — or buying a new number and forwarding your old one — is how we keep all your calls and texts in one place.

How you get paid

7. Payments (Stripe)

Why we ask: Card payments run through your own free Stripe account — money goes straight to your bank, never through us. If you don't have one yet, it takes ten minutes at stripe.com (see the help center's Stripe article).
The floor is yours

8. Anything else

Why we ask: Anything that makes your shop tick that we haven't asked about — the weird stuff is usually the important stuff.

Next step after this: upload your logo, price book, and documents. Questions? escape@callelevate.com · 864-263-1305. Never put passwords in this form — we handle logins together on your onboarding call.