How To: Initial Account Set-Up

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.

2. Enter your email address and follow the steps in the email you'll receive from no-reply@boldtrail.com

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.

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.

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.

5. CRM Quick Links and Help Guides