1. REGISTER

First, you’ll want to register on the platform — it’s free and allows us to set up your system defaults. We’ll collect some basic information from you. It can be edited later, but the more accurate your details are now, the smoother everything will flow once you start working in the platform.

Head over to appliance.io and click "Get Started".
Follow the prompts and answer those quick questions.

2. MEET WITH US

Have you had a chance to meet with us yet to figure out how your needs integrate with our solutions?

Schedule a Discovery Meeting with Katie & Michael

3. How to Reach Us

Whether you have questions now or ideas to share and issues that need addressed later, watch this quick video on how to keep good communication with us.

4. IMPORT YOUR EXISTING INVENTORY

Once everything’s loaded, you’ll be able to explore the platform, create quotes, and familiarize yourself with its operation.

4. Existing Customer Directory

If you already have a customer directory that you would like to transfer to the platform, just send a CSV file to [email protected]. We will load it up for you and let you know when it's ready to go!

5. WEBSITE BUILD

Ready to level the playing field with a custom-built website that's intuitive, user-friendly, and fully integrated? We'll create a site that makes payments effortless, connects to your delivery automation and scheduling tools, links to your digital price tags, and showcases your products beautifully.

Check Out an Example Website

Please follow this Link to send us your preferences on how you want us to design your website!

Website Set-Up

6. CONNECT TO AIO PAY

Our payment system is comprehensive, offers seamless integration, enhanced security, and real-time updates. AIO Pay is used for online payments, consumer financing and bank transfers.

We are currently supporting the following and will add more soon, so please ask if you want to use something else, and we can probably make that happen.

Go to Settings and choose PAYMENT. At the top of the page, simply register for AIO Pay. You will need the following:

Registered Business Name, Address, EIN, and Tax ID number
Bank Account details

If you have questions and want to chat with us, follow the link below to set up a meeting!

Set up a Collaboration Meeting

7. PROTECTION PLANS

We make it easy to integrate your protection plan provider. Once connected, the system will automatically notify your provider whenever a new plan is activated through an order — no manual activation or follow-up needed. It's a major time saver for your team!

We currently integrate with the following protection plan providers.

If you’re already working with one of these providers, go to the Integrations Page, toggle on your provider, and enter your Private and Public Keys. Once that’s done, send your rep’s email address to [email protected].

If you’re not yet connected with a provider, we will help you find the best fit during your onboarding call. We'll connect you with a representative who will guide you through the setup, help you create your account, and send us the necessary information directly — making the process quick and easy for you!