The setup checklist
The seven steps on a new company's dashboard, and how each one ticks itself.
- Who:
- Owners and admins
New companies see a Get set up card at the top of the dashboard. Each step ticks itself as soon as the work is done, wherever you did it, and the card disappears once all seven are done.
| Step | Done when | How |
|---|---|---|
| Set your rates | At least one vehicle class has rates | Set your rates |
| Add your cars | At least one vehicle is in your fleet | Vehicles |
| Add your drivers | At least one driver is added | Drivers and their link |
| Office email and phone | Both the booking email and the office phone are filled in | Company settings |
| Turn on your booking page | Your public booking page is switched on (needs rates first) | Your booking page |
| Take card payments | Stripe is connected and card payments are on | Card payments |
| Make your first booking | Any booking exists | Create a booking |
The highlighted step is the next one to do; its button takes you to the right page, and for settings it jumps to the right section of Pricing & company.
Hiding it
Click Hide to remove the card before you've finished. It stays hidden for that company on that browser. Hiding it changes nothing else; every setting is still where it was.
Tip: Only owners and admins see the checklist. Dispatchers and other roles never do.