---
title: "How To: Initial Account Set-Up"
description: Get started in BoldTrail with this quick setup guide for agents — update your profile, customize your website, and create branded marketing materials in the Design Centre.
---
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1. [Support & Resources](https://help.pembertonagentadvantage.ca/?hsLang=en-ca)
2. [BoldTrail Help](https://help.pembertonagentadvantage.ca/boldtrail-help?hsLang=en-ca)
# How To: Initial Account Set-Up
## This guide walks you through the essential first steps to get set up and ready to go with your account.
### **1. Set Up Your Account and Password**
Good news! Your BoldTrail account is already set-up for you to use. All you need to do is access your account via the steps below:
1. The first step is to [reset your password](https://app.boldtrail.com/password/reset).
2. Enter your email address and follow the steps in the email you'll receive from no-reply@boldtrail.com
If you have any issues with this, reach out to us at [service@phre.ca](mailto:service@phre.ca). We can help to troubleshoot any access issues.
### **2. Complete Your Agent Profile**
Your BoldTrail profile powers your website, marketing materials, and automated communications. Setting it up correctly ensures a professional, consistent presence across all platforms.
##### ***1. Access Your Profile***
- In BoldTrail, go to **My Profile** from the top-right menu.
- Remember to **click Save** after any updates.
##### ***2. Add Your Basic Details***
- **Name & Title** – As you’d like them displayed to clients.
- **Headshot** – Square image, ideally **512x512px**.
- **Agent MLS ID** – Ensures your listings appear on your site.
- **License #, Position, and Spoken Languages** – Helps clients find you on office rosters.
##### ***3. Contact Information***
- **Cell, Work, or Direct Line** – Choose one to display on your site.
- **Email Address** – This is your BoldTrail login; changing it changes your login email.
- **Website Link** – Make sure it’s correct if you have a custom domain.
##### ***4. Social Media Links***
- Add links to Facebook, Instagram, YouTube, etc., so they appear on your site.
- For Facebook business pages, use the profile ID format to make it work.
##### ***5. About Me & Signature***
- **About Me** – A short, engaging bio for your website’s Agent Profile page.
- **Email Signature** – Add a professional signature with your contact info, website link, and logo.
- Toggle **Include Signature on All Emails** so it appears in every outgoing message.
**Learn More:** For a more in-depth overview, view this help article from BoldTrail: [https://help.insiderealestate.com/en/articles/285954-boldtrail-agent-profile-overview](https://help.insiderealestate.com/en/articles/285954-boldtrail-agent-profile-overview)
### **3. Set-Up Your Website**
When you first log into BoldTrail, these are the only website settings you need to complete to get your site looking professional and ready for clients.
#### ***1. Access Website Settings***
- Go to **Web & IDX** from the main navigation.
- Click **Save** after any change to make it live.
##### ***2. (Optional) Choose Your Template & Colours***
- Pemberton Holmes agents are automatically set up with the company’s template and colour scheme.
- You can keep the default or choose a different template (Hero, Champion, Victor, Warrior) and colour if you prefer.
##### ***3. Set Your Background Image***
- Choose from BoldTrail’s default images **or** upload your own (1600px x 650px, under 1MB).
- Keep images clear and professional.
##### ***4. Add Your Secondary Logo (Optional)***
- Square format (512x512px) for best display.
- Use if you have a personal or team logo in addition to the office logo.
##### ***5. Add Website Title & Meta Description***
- **Website Title** – Shows in the browser tab and social shares.
- **Meta Description** – Short sentence that describes your services (appears in Google search results).
##### ***6. Feature a Listing Carousel (Optional)***
- Highlight “Just Listed” or a specific area you serve on your homepage.
**Learn more:** For a more in-depth overview, view this help article from BoldTrail: [https://help.insiderealestate.com/en/articles/4220373-boldtrail-website-management-settings-overview](https://help.insiderealestate.com/en/articles/4220373-boldtrail-website-management-settings-overview)
### **4. Get Familiar with the Design Centre**
The **Design Centre** is where you’ll create professional marketing materials for print, social media, video, and more — all branded with your information.
##### ***1. Access the Design Centre***
- From the main menu, click **Marketing** → **Design Centre**.
##### ***2. Set Your Branding***
- In **Settings**, check that your logo, colours, and fonts match your brand.
- You can also connect your social media accounts for direct posting.
##### ***3. Create Marketing Materials***
- **Print** – Flyers, postcards, door hangers, listing sheets.
- **Social Media** – Pre-made designs for Facebook, Instagram, LinkedIn, and X.
- **Video** – Branded property videos with music.
- **Single Property Websites** – Shareable landing pages for specific listings.
Use filters like *Luxury*, *Modern*, or *Traditional*, and select listing status (Just Listed, Open House, Sold, etc.) to find the right template.
**Learn more:** For a more in-depth overview, view this help article from BoldTrail: [https://help.insiderealestate.com/en/articles/6082413-listingmachine-designcenter-designcenter-overview](https://help.insiderealestate.com/en/articles/6082413-listingmachine-designcenter-designcenter-overview)
### **5. CRM Quick Links and Help Guides**
Below are a few quick links to our most helpful Smart CRM features!
##### ***Adding & Managing Contacts***
- [\[BoldTrail\] How to Manually Add a New Contact](https://help.insiderealestate.com/en/articles/3322761-boldtrail-how-to-manually-add-a-new-contact)
- [\[BoldTrail\] How to Archive or Delete Your Contacts](https://help.insiderealestate.com/en/articles/4853661-boldtrail-how-to-archive-or-delete-your-contacts)
- [\[BoldTrail\] Contact Record Overview](https://help.insiderealestate.com/en/articles/4619572-boldtrail-contact-record-overview)
- [\[BoldTrail\] Importing & Exporting Your Contacts](https://help.insiderealestate.com/en/articles/3330181-boldtrail-importing-exporting-your-contacts)
- [\[BoldTrail\] Attaching/Uploading Files To Contacts](https://help.insiderealestate.com/en/articles/3332459-boldtrail-attaching-uploading-files-to-contacts)
- [\[BoldTrail\] How to Merge/Combine Contacts](https://help.insiderealestate.com/en/articles/3430823-boldtrail-how-to-merge-combine-contacts)
- [\[BoldTrail\] How to Apply Mass Actions via the Smart CRM](https://help.insiderealestate.com/en/articles/4806127-boldtrail-how-to-apply-mass-actions-via-the-smart-crm)
- [\[BoldTrail\] Pond Accounts Overview & FAQ](https://help.insiderealestate.com/en/articles/5137495-boldtrail-pond-accounts-overview-faq)
##### ***Smart CRM Filtering***
- [\[BoldTrail\] Smart CRM Lead Filters](https://help.insiderealestate.com/en/articles/3332415-boldtrail-smart-crm-lead-filters)
##### ***Communicating With Your Contacts***
- [\[BoldTrail\] Sending Emails to Your Contacts Overview](https://help.insiderealestate.com/en/articles/4361140-boldtrail-sending-emails-to-your-contacts-overview)
- [\[BoldTrail\] How to Mass Email & Text Your Contacts](https://help.insiderealestate.com/en/articles/3330201-boldtrail-how-to-mass-email-text-your-contacts)
- [\[BoldTrail\] Basic Email Editor Overview](https://help.insiderealestate.com/en/articles/4365440-boldtrail-basic-email-editor-overview)
- [\[BoldTrail\] Advanced Email Editor Overview](https://help.insiderealestate.com/en/articles/3332405-boldtrail-advanced-email-editor-overview)
##### ***Hashtags***
- [\[BoldTrail\] How to Create & Apply Hashtags](https://help.insiderealestate.com/en/articles/3322752-boldtrail-how-to-create-apply-hashtags)
- [\[BoldTrail\] Hashtags Overview & FAQ](https://help.insiderealestate.com/en/articles/4395029-boldtrail-hashtags-overview-faq)
- [\[BoldTrail\] Hashtag Management](https://help.insiderealestate.com/en/articles/5482662-boldtrail-hashtag-management)
If you have any questions or need further assistance, please reach out to us at [service@phre.ca](mailto:service@phre.ca)!
- [Getting started](https://help.pembertonagentadvantage.ca/getting-started?hsLang=en-ca#main-content)
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