The Getting Started guide tracks your first setup actions. Your checklist may contain different tasks depending on what your account needs.
Step-by-step instructions
- Log in and open the Getting Started guide when it appears.
- Choose an unfinished task to open the relevant part of the dashboard.
- Complete the actual action, such as saving your branding, configuring loyalty, creating an offer or generating a customer link.
- Return to the checklist to see which tasks have been verified as complete.
- If you prefer to continue later, close the guide or select Do later. Your remaining progress stays available near the page heading until the active tasks are complete.
Good to know
Opening a page alone does not complete a task. You must finish the required action. The number and order of tasks can vary.