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Support & Onboarding

Learn how to access Support, use the AI Help Agent, and get started with Hoops onboarding.

Welcome to Hoops Support & Onboarding.

Whether you're looking for a quick answer, need assistance with a feature, or are implementing Hoops across your business, our team is here to help you get the most from the platform.


Get Help from Within Hoops (Recommended)

For the fastest experience, we recommend using the AI Help & Support widget located in the bottom-left corner of Hoops.

Through the widget, you can:

  • Search our Help Center

  • Chat with our AI Help Agent for instant answers

  • Contact our Support team when additional assistance is required

Our AI Help Agent is the fastest way to get help. Available 24/7, it can answer most product questions instantly using our Help Center and product documentation. If additional assistance is required, your conversation can be seamlessly escalated to our Support team, ensuring they already have the information needed to assist you.


Contact Support by Email

Our Support team is here to help with product questions, troubleshooting, and guidance on using Hoops.

If you're unable to access your Hoops account, you can contact us directly by emailing: support@hoopscrm.com

Whenever possible, we recommend using the in-app AI Help & Support widget, as it provides the fastest access to our AI Help Agent, Help Center, and Support team.


Onboarding Services

Implementing Hoops isn't simply about configuring software—it's about building a sales and order management workflow that supports the way your business operates.

Every onboarding is delivered by a dedicated Onboarding Specialist who works closely with your team to configure your account, guide your implementation, and ensure your team is confident using Hoops.

Here's What's Included:

Data Preparation & Import

A successful implementation starts with accurate data.

We'll work with you to prepare, format, and import your data into Hoops, ensuring your account is ready from day one.

This includes:

  • Catalog setup, configuration, and integrations

  • Formatting and importing your customer database

  • Formatting and importing your decorations

Complete Account Customization & Setup

Every business operates differently, which is why Hoops is configured around your workflow—not the other way around.

Our team works closely with you to ensure your account is configured to suit the way your business operates, including the complete customization of your SalesBoard and JobBoard, including:

  • Custom columns

  • Workflow statuses

  • Saved Views

  • Automations

  • Templates

Hands-On Training

Our onboarding sessions are delivered live by your Onboarding Specialist using screen sharing and real examples from your business.

Rather than simply demonstrating features, we work with you inside your own Hoops account to ensure everything is configured correctly and your team understands how to use it confidently.


We're Here to Help

Our goal is to help you get value from Hoops as quickly as possible. Whether you're using our Help Center, chatting with our AI Help Agent, working with our Support team, or taking advantage of onboarding services, we're here to support you every step of the way.


👉 Next Article: Create Your First Quote

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