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MyRepChat New User Checklist

Work through this checklist to get fully set up and comfortable using MyRepChat

This checklist is a great way to learn how to navigate the MyRepChat web and mobile apps. 

The best way to begin is by watching a demo on our main website: https://www.ionlake.com/demo/

1. Sign Up

  • If you're part of a large group, contact your group administrator for your firm's sign-up link and code.

  • Otherwise, go to myrepchat.com, click Login in the upper right corner, then click I don't have an account.

  • Follow the on-screen instructions to create your account.

2. Log In

  • Once your account is created, log in to continue the sign-up process.

  • You'll be asked for your contact details and some additional information.

3. Choose Your MyRepChat Number

  • Choose a new dedicated number, or enter your landline number to have it text-enabled.

  • Note: Text-enabling a landline involves a few more steps and takes a little more time.

  • You'll also be prompted to enter the number you want your MyRepChat calls forwarded to (your mobile or landline number).

4. Set Up Billing

5. Send a message

  • Once signup is complete and your number is set, you can start sending text messages to your contacts from either the web app or the mobile app.

  • We recommend texting yourself or a colleague first to see how it looks on the receiving end. See How do I send a text message? (Desktop)

6. Choose Add-Ons

  • Customize your MyRepChat account with various add-on features. You can turn them on in Settings > Account > Subscription Management.

7. Create Your vCard

  • Go to Settings > Account > Personal Details (VCard). Upload your professional photo and fill in your contact info, then click Save.

8. Connect Your CRM