Setup Guide
LiveWeb dashboard
A checklist that opens beside whatever page you are on and walks an administrator through first setup, area by area, with progress across the top.
On the dashboard
See it in action
On the dashboard, an administrator opens the Setup Guide from the graduation cap, opens an optional step that does not apply to them and skips it, and the guide's progress moves on.
WATCH · 1:12
The setup guide
Sound is off
What it does
- Open a step to see what it involves, then follow a walkthrough that points at each control.
- Skip a step your organisation does not need · it counts towards progress and can be undone.
- Leave a walkthrough part-way and the step stays on your list.
- Some steps tick themselves off once you have created what they describe.
- Put the guide away when you are done and bring it back from your profile, progress intact.
- Who it’s for
- Administrators
- Works on
- Web dashboard
- Status
- Live
- Included in
- Every plan
Also in Getting Started
- Self-Service Sign-UpCreate your organisation from the web dashboard in minutes.
- Plan SelectionStart on a free trial, move to a paid plan when you are ready.
- Data ImportBring clients, staff and records across from spreadsheets instead of retyping them.
- Card PaymentPay for your subscription by card, self-service.
- Invoice BillingPay by invoice instead of card on any paid plan · your purchase order number on every invoice.
- Seat-Based LicensingAssign and reclaim licences per person as your team changes.