CallaStream Multi-Screen Client Deployment (Onboarding)

CallaStream Multi-Screen Client Deployment (Onboarding)

1. 01

   Create the agency account and link a test device with the on-screen activation code

   Confirm the dashboard can push images, videos, webpages, and PDFs to a Fire Stick, Android device, or Windows PC before touching a client site. Setup complexity is low, so this verification should take under 30 minutes.

2. 02

   Select the plan tier that matches the client's screen count and content types

   Standard at $7/month covers images, slideshows, live webpages, screen rotation, and 20MB media storage. Scheduler at $9/month adds PDF uploads, playlist maker, content scheduler, and offline alerts. Complete at $11/month adds template builder, menu board, video playback, and brandable output. A 3-screen restaurant running video menus needs Complete; a 1-screen salon running a slideshow fits Standard.

3. 03

   Build the client's first playlist in the playlist maker and assign active hours per screen per day

   Use the content scheduler to set operating hours so screens power down outside business hours. Multi-zone layouts with live widgets (weather, clocks, RSS) belong on the Complete tier. Keep the first playlist to 5-8 assets so the client can review it in one sitting.

4. 04

   Apply white-label branding so the client sees the agency's name, not CallaStream's

   Brandable output is a Complete-tier feature. If the client is on Standard or Scheduler, confirm whether the agency's retainer covers an upgrade to Complete before promising branded screens.

5. 05

   Configure offline alert notifications and verify the alert email reaches the agency inbox

   Offline alerts fire when a screen disconnects. Test by unplugging the Fire Stick or Android device for 10 minutes. This is the feature that justifies a monthly retainer: the agency knows a screen is dark before the client calls.

6. 06

   Document a content update guide for the client and hand off screen credentials

   The Local Screen Starter offer at $140/mo includes 4h setup plus 1h/mo and a self-service update guide. Decide which screens the client can edit and which stay agency-managed. Write the guide at the client's reading level, not the dashboard's.

7. 07

   Schedule the first monthly health check and log the screen count for billing

   At $7 to $11 per screen per month, a 10-screen retail client costs the agency $70 to $110 in platform fees. Bill the retainer against the screen count, not the client count, so margin stays visible as locations expand.