Finish setting up from your Dashboard
The Let's get you set up list on your Dashboard shows what's left to set up. Each item checks itself off once it's done.
- Where
- Dashboard
- Who can do this
- Owner only
Until your account is fully set up, your Dashboard starts with a Let's get you set up list. Click any item to go to the page where you do it.
- Add your first customer: done once you have a customer. See Add a customer.
- Send your first quote: done once you send a quote. See Create and send a quote.
- Add your business details: done once your phone or street address is saved. You can type them right in the list and click Save details.
- Add the services you sell: done once your price list has a service.
- Connect payments: done once your Stripe account can take payments. See Connect Stripe.
- Put a quote-request form on your website: done once your form has been opened anywhere, or a request has come in.
Items check themselves off. There's nothing to tick by hand.
Tip: Once you have a customer or a quote, each open item gets a Snooze button that hides it for a week, and Snooze all for a week hides the whole list. A finished item gets Clear to take it off. Click Show now to bring snoozed items back early.
Good to know: The list disappears once every item is done. Only the account owner sees it.