Video tutorials.

Sign in and tap Continue on Set up your hub. Show me takes you to each setting. Completed setup steps tick themselves; use Got it for the daily habits.

Share your team link with your independent agents. Check Needs You each day. Open My Profile → Appearance to change your own screen, or your profile picture → Support for FAQs.

Your guide progress saves to your account. Appearance saves on your device. You can reopen Run your hub from My Profile or Support.

This transcript follows the recording. Use Help & tutorials in your Hub for current menu directions.

0:00 · Introduction

Welcome to your owner walkthrough. Warp Hub gives your independent agency one place for setup, activity, and team support. These are real app screens, with fictional sample people. Let's take it one step at a time.

0:13 · Use your setup guide

On Home, find Set up your hub and choose Continue. Each screen has one step and a Show me button. Your progress is saved in your own profile, so you can return on another device.

0:24 · Hub details and links

First, open Agency, then Agency again. Check your hub's name, your leaders' phone numbers and N P N numbers, and the quick links your team needs. The guide detects this step when the first leader has a phone number.

0:38 · Invite your team

Next, bring your team in. The guide shows your team link with a Copy button. Share that link with your independent agents. It includes your hub's invite code and your owner reference. The guide detects when your hub has at least two people.

0:52 · Let agents find your hub

Want people to find your hub by name? Turn on the listing from this step. People who find you through search request to join, and you review those requests. Your direct team link remains a separate way to invite people.

1:05 · Set a weekly dial target

Set a weekly dial target in Agency, under Commitments. Use a target your team understands and can discuss. Once a weekly dial target is set, the guide checks this step automatically.

1:17 · Set up activation steps

Open Steps to review the checklist new recruits follow. Keep the actions short and add the links they need. The guide detects an existing checklist. If your hub is licensed-only, you can skip this setup step.

1:29 · Find agents who need help

Make Needs You a daily stop. It brings quiet agents, expiring licenses, missing phone or N P N details, and join requests into one place. When you know where it is, return to the guide and choose Got it. Messages lets you reach your team.

1:43 · Team chat and announcements

Choose Announce for everyone, or message one person. Keep the next action clear. This guide step is yours to mark Got it after you have found the screen. For photos, open Agency, then Agents, and find Headshots.

1:55 · Save agent headshots

This is where agent photos come together. Use Save photo to download an available image for a flyer or your site. Then mark this step Got it.

2:08 · Reports and team structure

The Agency screen also holds This Week, Activity Log, Birthdays, States, and Org Chart. Use these views when you need the broader picture. Linking your upline's hub is optional, and starts from Your upline's hub in Agency.

2:22 · Change your appearance

Now make the screen comfortable for you. Open My Profile and expand Appearance. Pick a home layout, then a look. Your choice changes your own view, and leaves everyone else's choice alone. Go bold. Go quiet. Choose light or dark. There are twenty-four looks and three home layouts. The familiar tools stay in place as the style changes. Pick the one you want to use between calls.

2:47 · Find help and reopen setup

Need a reminder? Open your profile picture and choose Support. Find the frequently asked questions and reopen Run your hub. You can hide the Home card when you are done, and still come back to the guide later. That's your starting point. Use Show me, do one step, and come back. Detected steps check themselves. Use Got it for the steps you have reviewed. Your setup guide is there whenever you need the next clear action.

Start here

Let's learn how to use your owner setup guide. We will open it, follow one step, and find it again later. This is a practice hub with fictional people. You can pause the video whenever you want.

Find Set up your hub

Start on Home. Near the top, look for the card called Set up your hub. The number tells you how many setup steps are done. This guide is for owners of a team hub. Agents have a different view.

Choose Continue

Click Continue. A box opens with one setup step. Your guide starts at the first unfinished step, so yours may show a different number. Read the heading first. You only need to deal with this one step right now.

Use Back when needed

For this example, we will go back to step one. Click Back until the top says Step one of nine. Back moves through the instructions. It does not undo your settings or erase work you already saved.

Read before you click

This step is called Your hub's details. Read the short instructions under the heading. The status below tells you whether the guide has detected this step as done. Next, we will use the button called Show me.

Click Show me

Click Show me. The guide takes you to the place for this task. Here, it opens Agency settings. You do not have to remember the route through the menus. Look for the hub details and leader information on this screen.

Return to Home

When you finish a task, save your changes using that screen's controls. We are only looking today, so we will leave these sample settings alone. To return to your guide, click Home at the bottom of the screen.

Open the guide again

Click Continue again. Your guide reopens. It may return to the first unfinished step, rather than the screen you last viewed. That is normal. Use Back and Next to reach the instruction you want to review.

Find your team link

Go to step two, Bring your team in. Here is your team link and the Copy button. When you are ready to invite your independent agents, you can copy this link and send it to them. We will not send invitations in this practice video.

Close the guide

You can stop at any time. Click Close at the top of the guide. Closing it leaves you in the Hub. Your saved setup progress belongs to your account. Appearance choices are different: those are saved on the device you are using.

Open the profile menu

There is another way to find help. Click your profile picture at the top. A menu opens. Look for Support. Use this route if you cannot find the setup card, or if you hid it after finishing setup.

Choose Support

Click Support. This screen has frequently asked questions and a way to reopen Run your hub. You can also send a question to Warp Hub support. Do not include client names or policy details when you ask for help.

You know the route

That is the whole pattern. Open the guide. Read one step. Click Show me. Do the task, then return when you are ready. You do not need to remember all nine steps. Your next action is simply to open your own guide and read its first unfinished step.

Invite your team

Let us find your team link and learn how people can join your hub. This lesson is for owners of a team hub. We are using fictional people in a practice hub. We will not send messages or invite anyone for real.

Open your setup guide

Start on Home. Find Set up your hub and click Continue. Your guide starts at an unfinished step, so the number on your screen may differ from this example. We will navigate to Bring your team in.

Find your team link

Use Back or Next until you reach step two, Bring your team in. Look for the box labeled Your team link. This link belongs to your hub. Use your own link when inviting your independent agents, rather than copying the sample shown in this video.

Click Copy

Click Copy beside the team link. Wait for the message Link copied. That confirms the link was copied. If your browser cannot copy it automatically, the Hub asks you to select and copy the text instead.

Check the confirmation

Look at Link copied below the instructions. This is the confirmation we wanted. If you did not get a confirmation, select the full link and copy it using your device controls. Keep the whole link together.

Share your own link

Paste your own team link into the message you use to invite your independent agents. Ask them to use that link to join your hub. We are only demonstrating the owner controls today, so we will not open a message app or send an invitation.

Another way to find you

There is another option: people can find your hub by name. Move to step three, Let them find you by name. Listing your hub is different from sharing a direct team link. People who find you by name ask to join, and you review those requests.

Turn on search listing

Click Let my team find this hub. In this practice hub, the setting turns on and the guide marks this step done. Listing makes your hub discoverable by name. You can review the listing setting later in Agency settings.

Open Needs You

To find requests, move to the Needs You step and click Show me. The Hub opens the owner screen for people and requests needing attention. You can also reach Needs You from Agency.

Read the join request

Look for Asked to join your hub. Our example shows Sam Patel, a fictional person. Read the name before choosing an action. These requests come from people who found the hub by name. A direct team link is a different way to join.

Approve your own team

Approve is for someone who belongs on your team. Check who the person is before approving. We will point to the button, but we will not approve anyone in this lesson. A request is something to review, not something to accept automatically.

If they are not your team

Not my team is the other choice shown here. Use it when the person does not belong in your hub. If you are unsure who they are, check before you choose. This keeps join requests clear and avoids bringing in the wrong person.

Your next step

You now know both routes. Copy your team link to invite your independent agents directly. If you list the hub by name, review requests in Needs You. Your next step is simple: open Bring your team in and copy your own link when you are ready.

Your daily activity

Let us save a daily activity entry, then correct one number. We will use fictional totals in a practice hub. No real account will change. This lesson starts after you have signed in. Pause whenever you want to follow along.

Open Activity

Click Activity at the bottom of the screen. This is where you can tally calls as you work, or enter your totals into the form. Today we will enter totals directly. You do not need to use the tally buttons for this example.

Check the date first

Scroll to Date. Check this before you type any numbers. We are entering today. If you are catching up on an earlier day, choose that date first. The Hub cannot log a future day. Always check the date again before saving.

Enter your dial total

Click the Dials box and enter twenty. These are fictional practice numbers. Enter the total for the selected day, not just the extra calls since your last save. If you already saved twenty and your total is now twenty one, the number to enter is twenty one.

Enter your contacts

In Contacts, enter five. Keep dials and contacts in their own boxes. If you are changing an existing entry, review the numbers that are already there. Do not clear another number just because you are correcting one field.

Enter appointments

Enter two in Appointments Set and one in Appointments Run. These are separate totals. In this practice day, there were no applications, so we will leave Applications and A P V at zero. A separate lesson will cover entering policy details.

Check before saving

Review the date and the numbers you entered. We have twenty dials, five contacts, two appointments set, and one appointment run. Keep client names and personal details out of the Hub, including the Notes box. Now look for Save at the bottom.

Click Save

Click Save. Wait for the Activity Logged message and check that it says Saved for today. A number in a box is not proof that it was saved. The confirmation is what tells you this save succeeded. This practice hub simulates that response.

Correct one number

Now let us correct a mistake. We actually made twenty one dials. Return to Dials, replace twenty with twenty one, and leave the other totals alone. We are changing the total for this same day. We are not creating a second day of activity.

A save can fail

Click Save again. For this demonstration, we are simulating a lost connection. The Hub shows Not saved. Do not assume your correction reached the server. Keep the form open and check your connection before trying again.

Try Save again

Once the connection is back, click Save again. Wait for the success message. Our practice connection is now working, so the corrected total can be saved. If an error keeps appearing, note what it says and contact Support without including client information.

Check the saved total

Look at the saved entry again. Dials now shows twenty one. Contacts still shows five. Check the date as well. This is how you verify a correction: the right day, the right totals, and a successful save message.

Remember these three things

That is the daily activity routine. Check the date. Enter your totals. Click Save and wait for confirmation. To fix a mistake, change the total for that same day and save again. If the save fails, retry when the connection is working. One day at a time.

Your profile basics

Let us update your contact details and weekly dial goal. We will use fictional details in the practice hub.

Open My Profile

Open your profile picture at the top, then choose My Profile. This screen holds your own details, rather than your agency settings.

Check your name

Check your first and last name. We are changing the sample last name to Demo. Use your actual name in your own account.

Update your phone

Enter the phone number your owner should use to reach you. This sample number is fictional. Check the digits before moving on.

Choose phone sharing

Sharing your number with teammates is optional. We will turn it off in this example. Choose the setting you want for your own account.

Review agent details

Below Personal, Agent Info holds your N P N and state license information. Enter your own details accurately. This lesson leaves the sample license fields unchanged.

Set a weekly goal

Find My Weekly Dial Goal. We will use six hundred as a sample goal. Read the agency floor below the field; a lower personal goal will not override it.

Save and confirm

The profile saves as you edit. You can also choose Save Profile and Goals. Wait for Profile saved. An error means you should check your connection and retry.

Check your changes

Return to Home, then reopen My Profile. Check your updated name, phone, and dial goal. Your profile basics are now ready; photo uploads and license editing will have separate walkthroughs.

Your next step

Here is how to work through your onboarding steps and ask your owner for help. This is a fictional practice team.

Open Steps

Choose Steps at the bottom. Your next task appears first. Your agency chooses these tasks, so your list may look different.

Read the task

Read the task and its instructions. Open any supplied link or document when you need it. Finish the actual task before marking it done.

Mark a finished task

Our practice welcome task is finished, so choose Mark done. The next task moves to the top. Completed tasks fold away below.

Ask for help

Stuck on the next task? Choose I need help with this step. The request identifies the task for your owner.

Add a short note

Add a short note explaining what you need. Keep client names and policy details out. The note is optional.

Send the request

Choose Send help request. Wait for Sent. Your owner can see the task and note in Needs You. Sending help does not complete the task.

Read an answer

When your owner answers, read it here. Choose Refresh answers to check. This practice reply points us to the team welcome email.

Keep moving

Close the request and return to Steps. Complete the task when you can, then mark it done. Read one task, do it, and ask for help when needed.