Set up Service Hub

Set up Service Hub in Vista by adding a company, assigning emails for service request notifications, and configuring the payment settings to receive payments.

1. Check your email for your Service Hub activation link and open it.
2. From the Welcome page, select Begin Setup.
   The Company Selection page opens.
3. Select the company you want to activate in Service Hub, and then select Next. Companies that are already activated will not display.
   Note: Additional companies must activated separately.
   The Service Request page opens.
4. Choose one to proceed:
   • To receive service request email notifications, enter an email in the Email to receive Service Requests field.
   • To restrict customer users from submitting service requests, deactivate the toggle.
5. Select Next.
   The Payment Settings screen opens.
6. Choose one to proceed:
   • To create a new Stripe account or connect an existing one, select Link a Stripe Account then follow the remaining prompts from Stripe.com. The tab closes automatically when you are finished.
   • To restrict customer users from paying invoices through Stripe, deactivate the toggle.
7. Unless you disabled payments, enter an email in the Email to receive Payment Notifications field.
8. Select Update.
   The company page opens, and the initial Vista data sync begins. You will be notified via email when the data sync is complete. This may take up to 12 hours.
9. Once the initial data sync is complete, select Add Users.
   The add users screen opens.
10. Select the service customers you want to invite to Service Hub. Assign an account role to each new customer user. For more information, see Account Roles.
    Note: Contacts have 30 days to accept the invitation before it expires and a new one must be issued.