Set up your Marloo account in under five minutes. You'll create your login, tell Marloo about yourself and your firm, connect your calendar, and choose how you want to get started.

Step 1: Create your account

Go to app.marloo.com to begin.
Enter your email address and create a password.
Click Next.

Step 2: Tell us about yourself

Enter your first name and last name.
Tell us how you heard about Marloo.
Click Next.

Step 3: Tell us about your firm

This step helps Marloo load the right meeting and document templates for your practice.

Enter your firm name.
Select your firm's location.
Choose your advice type(s) — you can select more than one:
- Wealth — Investment and wealth management
- Mortgage — Home loans and mortgages
- Insurance — Life, income, and general insurance
- Other — Other types of financial advice

Your advice type selection determines which default templates Marloo creates for you. You can always change or add templates later.

Step 4: Connect your calendar

Connecting your calendar is the fastest way to get started. It lets Marloo:

Display your upcoming meetings on the dashboard
Automatically join your virtual meetings for recording and transcription

How to connect

Choose your calendar provider — Outlook (Microsoft 365) or Google Calendar.
Sign in to your calendar account when prompted.
Approve the permissions so Marloo can read your meeting schedule.

Once connected, your meetings appear on your Marloo dashboard. Marloo is set to auto-join your virtual meetings by default — when a meeting starts, Marloo joins the waiting room and waits for you to admit it.

Don't want to connect your calendar? You can still use Marloo by pasting meeting links manually or recording meetings through the web or mobile app. See Using Marloo Without Integrating Your Calendar.

Step 5: Join our onboarding webinar

Choose a session that suits you, or click through to register later.
Register at marloo.com/webinar.

You can skip registration and join a webinar any time after setup. For schedules by region, see Joining a Marloo webinar.

Step 6: Get started

After setup, you'll see three options:

Skip to dashboard — Start recording straight away. Best if you prefer learning by doing.
2-minute tour — Quick overview of how Marloo works. Available any time in the app.
Book a guided demo — 30-minute personalised session with our team for a hands-on walkthrough.

You can access the tour or book a demo later if you skip them now.

Troubleshooting

Problem	Solution
Sign-up page not loading	Try a different browser or clear your cache. Marloo works best on Chrome, Edge, or Safari.
Didn't receive the verification email	Check your spam folder. If it's not there, try signing up again or contact support.
Calendar isn't connecting	Make sure you're signing in to the correct account. Try disconnecting and reconnecting in Settings > Integrations.
Meetings not appearing after connecting calendar	Allow a few minutes for the initial sync. If meetings still don't appear, disconnect and reconnect your calendar.
I can't see my team in Marloo / issues accepting an invite	You must join through the invitation link in the email — don't create an account directly at app.marloo.com. If you already signed up without the invite, open the original invitation email and accept from that link. If the email is gone, ask your admin to cancel the pending invite in Settings > Team and invite you again. See Invite and manage team members.

Getting Started with Marloo — Overview of what Marloo can do
Joining a Marloo webinar — Upcoming sessions and on-demand recordings
Your First Meeting and Summary — Record a meeting and generate your first summary
Invite and manage team members — Add colleagues and fix invite issues
Calendar Integration — Detailed calendar setup and troubleshooting
Personal Settings and Security — Update your profile, password, and MFA settings

Setting up your account