The Getting Started Checklist

Once you finish the onboarding wizard, a Get set up checklist appears at the top of your dashboard. It tracks the nine steps that take a workspace from "just created" to fully working, and — this is the good part — it checks items off automatically based on what's actually in your workspace. No clicking "mark as done."

The nine steps

Step	Where it takes you
Add your logo & brand color	Settings → Agency
Set commission defaults	Settings → Commission
Add your first client	Clients
Import your first booking	Opens the booking import
Send your first proposal	Proposals
Connect your email	Settings → Email
Create your first invoice	Invoices
Share a client portal from a trip	Trips
Log your first commission	Commissions

Each unfinished step is a link straight to the right place. Finished steps show a check and drop out of your way.

How completion works

The checklist reads your real workspace data. Add a client anywhere in the app — from the Clients page, an import, or a lead conversion — and the "first client" step completes on your next dashboard visit. There's nothing to sync and nothing to reset.

That also means it's honest: if you delete your only trip, the trip step un-checks. The checklist reflects where your workspace stands right now.

Collapsing and finishing

Click the checklist header to collapse it into a slim progress bar — it stays out of your way but keeps showing progress. Your preference is remembered per person, so an admin collapsing it doesn't hide it for the owner.

When all nine steps are done, the checklist congratulates you once and then retires permanently. It never comes back.

Who sees it

The checklist appears for workspace owners and admins after onboarding is complete. Agents and invited advisors see a lighter welcome card with links to their trips and clients instead.