Use the Setup Guide when you want a clear list of the first setup tasks for your facility.

The Setup Guide is helpful when your workspace is new, when a manager is checking setup progress, or when a new teammate needs to understand what has already been completed.

What you will accomplish

You will learn how to open the Setup Guide, read the progress information, and use each Set up button to finish important tasks.

Before you start

• You need a staff login for your facility.
• Your account should have permission to update facility settings.
• If you are not sure about a setting, ask the facility owner or manager before changing it.
• Keep a notepad or shared doc handy if more than one person is helping with setup.

Open the Setup Guide

1. Open the dashboard

   Go to Dashboard.

   Expected result: You should see the main sidebar on the left side of the screen.

2. Open Setup Guide

   Go to Setup Guide.

   If you do not see Setup Guide in the sidebar, use this direct link: Setup Guide.

   Expected result: The page title says Setup Guide.

3. Read the Setup Progress card

   At the top of the page, find Setup Progress. This card shows how many setup tasks are complete.

   Why this matters: The percentage helps you see whether the workspace is ready for daily use or still needs attention.

   You do not need 100% before you start using the app. Many teams begin with customers and cars while other setup items are still open.

Work through each setup section

The Setup Guide is divided into sections. Each section contains related setup tasks.

1. Start with the first incomplete section

   Look for a section that is not complete. Incomplete sections show tasks that still need setup.

   You can complete sections in any order, but first-time teams usually start with facility details, operations, customer experience, payments, communications, and team access.

2. Click Set up beside a task

   Each task has a button such as Set up or View.

   Click Set up to open the page where that item can be completed.

   Expected result: The app takes you to the correct settings or workflow page.

3. Complete the needed information

   Fill in the fields on the page you opened.

   If a field is optional and you do not know the answer yet, leave it blank for now. It is better to enter correct information later than to guess.

   Why this matters: Wrong public details can confuse customers on invoices, forms, and emails.

4. Save your changes

   Look for Save or similar on the page you opened. Save before you leave.

   Expected result: Your changes are stored for the whole facility workspace.

5. Return to the Setup Guide

   After saving your changes, go back to Setup Guide.

   Expected result: The related task should update after the app checks your workspace.

6. Refresh progress if needed

   If the progress card does not update right away, click the refresh icon in the Setup Progress card.

   Expected result: The percentage and task count should reflect the latest saved setup.

What each setup area means

Helpful tips

• Start with information customers will see, such as your facility name, logo, email address, and phone number.
• Do not invite all teammates until your core records and permissions are ready.
• Use direct links in the docs if you are not sure where a page lives.
• Keep setup notes in a shared place if more than one manager is helping.
• After facility basics, add at least one customer and one car so other areas have something to connect to. See Prepare your first customer and car.

Troubleshooting

What to do next

After you understand the Setup Guide, read Set up your facility profile so your public facility details are correct before adding more records.

Then read Learn the dashboard so your team knows where daily work lives.