---
title: Getting started with Bloom Growth
description: New to Bloom Growth? This guide walks you through everything you need to get started – from logging in and navigating workspaces to managing meetings and reviewing your organization’s Business Plan.
---
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1. [Bloom Growth Knowledge Base](https://help.bloomgrowth.com/?hsLang=en)
2. [Getting started](https://help.bloomgrowth.com/getting-started?hsLang=en)
# Getting started with Bloom Growth
---
Welcome to **Bloom Growth**, your centralized platform designed to double your business. Get clarity, structure, and expert support to accelerate your growth.Whether you're just joining a team or implementing Bloom for the first time, this guide will help you get up and running with clarity and confidence.
### Reference [this guide](https://help.bloomgrowth.com/hubfs/Bloom_Client_Guide_2026.pdf?hsLang=en) as you work through each step — it covers what to do, why it matters, and where to get help.
### Step 1: Logging In
If you're new to Bloom Growth, you'll receive an email invitation with a link to access your account.
**Follow these steps to log in for the first time:**
1. **Click** the invitation link in your email
2. **Set** your password
3. **Accept** the terms and conditions
> 🔹 **Important Note:** Your email address can only be registered once in Bloom Growth. If you're trying to join using an email that was previously registered, please refer to this article: **[Join an Existing Organization in Bloom Growth](https://help.bloomgrowth.com/join-an-existing-organization-in-bloom-growth?hsLang=en)**
### Step 2: Navigating the Dashboard
Once you're logged in, you'll land on your **Home Page**. From here, you can:
- **Click your name** at the top left to edit your profile
- Update your name, profile photo, password, or set/Manage Texting Actions.
### Step 3: Managing Your Workspaces
Use the **Workspace List** on the left navigation bar to organize your experience. You can:
- Create a **personal workspace** as your homepage.
- Set up **custom workspaces** tailored to different focus areas (like departmental **KPI** (metrics), team **Quarterly Priorities** (Goals), or your open **Opportunites & Obstacles** (Issues)).
**To customize a workspace:**
1. **Click** Manage Workspace in the top right
2. **Select** Edit Workspace
3. Use the **"Clean up workspace"** option to automatically reorder titles.
4. Add **personal tiles** or tiles from a specific meeting.
5. **Delete** any workspace anytime.
This flexibility allows you to manage what matters most to you, all in one view.
### Step 4: Meetings List
From the **Meetings List** in the left navigation bar, you can:
- **View and join** all your recurring meetings
- **Start** a regularly scheduled meeting or launch a special session
- Access each meeting's **Workspace**, where you can review and update items before the meeting begins.
Each recurring meeting has its own **Meeting Workspace**, designed to help you prepare in advance and manage ongoing items such as:
- **KPI** (metrics)
- **Quarterly Priorities** (Goals)
- **Opportunities & Obstacles** (Issues)
- **To-dos**
- **Headlines**
🔹 **Important:** Meeting Workspaces cannot be deleted or customized. You cannot add or remove tiles like you would in a personal or custom workspace. These spaces are specifically structured to support meeting preparation and item management.
### Step 5: Tools
In the **Tools** section of the left navigation bar, you’ll find key features that work together to support team evaluations:
- **Organizational Chart:** See how your company is organized. This chart determines who reports to whom and is essential for setting up **Quarterly 1:1** conversations.
- **Quarterly 1:1:** Structured conversations between supervisors and their direct reports. In each session, the supervisor evaluates how the person performed in the previous quarter, based on their role, alignment with core values, and their **Quarterly Priorities** (Goals).
- **Right Person Right Seat:** This section is generated automatically based on the results of the **Quarterly 1:1**. It helps identify who is well-suited for their role and aligned with company values.
**Important:** Make sure the Org Chart is up to date to ensure correct supervisor–report relationships.
### Step 6: Growth Plan
Click on **The Plan** in the left navigation bar to access your organization’s vision and planning strategy. Here you'll find:
- **Long-Term Focus:** Core Values, Marketing Strategy, 3-Year Future, and 5-Year Vision.
- **Short-Term Focus:** 1-Year Plan, Annual Goals, **Quarterly Priorities** (Goals), and The Parking Lot - **O&O** (Long-Term Issues) list.
Each department can have its own version of **Growth Plan**, allowing teams to stay aligned both strategically and tactically.
### **Step 7: Documents**
The **Documents** section serves as a repository space where you can store information that may not necessarily be aligned with any specific item but still needs to be kept in an organized manner. It includes automatically generated folders to help back up:
- **Quarterly printouts**
- **Meeting summaries**
This feature helps keep everything in one place, even if it’s not directly tied to a specific task or meeting.
### **Step 8: Resource Center**
If you need help or have any questions, click the **Resource Center** at the bottom right of your screen. From there, you can:
- Browse the **Knowledge Base** for more helpful articles
- Contact the Bloom Growth team
- Schedule unlimited training sessions with us
Here’s an article that will guide you on how to make the most of the **Resource Center**: [Bloom Growth Resource Center Overview](https://help.bloomgrowth.com/bloom-growth-resource-center-overview?hsLang=en)
### **Step 9: Organization Settings**
In the bottom left of the screen, you’ll find the **organization name**. From there, you can:
- Access **Organization Settings**, but only if you have **admin rights**.
- **Manage Users** if you’re an admin of the organization.
- If you have access to multiple organizations, you can switch between them using the **Switch Organization** option.
### What’s Next?
Once you’re familiar with the layout, you can start by:
- **Customizing your workspaces** to reflect what matters most to you
- **Reviewing your assigned Quarterly Priorities (Goals) and To-dos** to stay focused
- **Accessing the Meetings List** from the left navigation bar to join or prepare for your sessions
> If you need help, click the **Resource Center** at the bottom right of your screen. From there, you can browse our Knowledge Base, contact our team, or schedule **[unlimited training](https://help.bloomgrowth.com/en/book-a-training?hsLang=en)** sessions with us.
- [FAQs](https://help.bloomgrowth.com/faqs?hsLang=en)
- [Getting started](https://help.bloomgrowth.com/getting-started?hsLang=en)
- [Meetings](https://help.bloomgrowth.com/meetings?hsLang=en#main-content)
- [Edit meeting section](https://help.bloomgrowth.com/meetings?hsLang=en#edit-meeting-section)
- [Meeting Management](https://help.bloomgrowth.com/meetings?hsLang=en#meeting-management)
- [Issues](https://help.bloomgrowth.com/meetings?hsLang=en#issues)
- [User Management](https://help.bloomgrowth.com/user-management?hsLang=en#main-content)
- [User Profile](https://help.bloomgrowth.com/user-management?hsLang=en#user-profile)
- [Permissions](https://help.bloomgrowth.com/user-management?hsLang=en#permissions)
- [Metrics](https://help.bloomgrowth.com/metrics?hsLang=en)
- [Docs and Whiteboard](https://help.bloomgrowth.com/docs-and-whiteboard?hsLang=en)
- [Business Plan](https://help.bloomgrowth.com/business-plan?hsLang=en)
- [To Do List](https://help.bloomgrowth.com/to-do-list?hsLang=en)
- [Org chart](https://help.bloomgrowth.com/org-chart?hsLang=en)
- [Training](https://help.bloomgrowth.com/training?hsLang=en)
- [Goals](https://help.bloomgrowth.com/goals?hsLang=en)
- [Experimental Features](https://help.bloomgrowth.com/experimental-features?hsLang=en)
- [Workspace](https://help.bloomgrowth.com/workspace?hsLang=en)
- [Manage Organization](https://help.bloomgrowth.com/manage-organization?hsLang=en)
- [Coach Partners](https://help.bloomgrowth.com/coach-partners?hsLang=en)
- [Integrations](https://help.bloomgrowth.com/integrations?hsLang=en)
[](https://www.bloomgrowth.com)
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Copyright © 2026, Bloom Growth
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