Get started: a guided account opening, then a single guide sorted by category

Opening your account (new companies)

The first time the administrator of a new company signs in, a full-screen journey asks one question per screen, with the list of steps on the left and a progress bar.

• Required: your company (name, country, language), your line of business, and what you manage (your modules).
• Recommended, and you can skip them if you wish: your bookings (software, iCal links or manual entry), your team (invitations), your starting price list (if you use Finance).
• “All set” sums up your answers, then opens the useful screen: Integrations, property import or the list of properties.
• A skipped step stays to do in the guide, and you pick up where you left off.

The “Get started” guide

• Guided setup and Advanced configuration are brought together in a single guide.
• “The essentials” first (identity, organisation, properties, structure sheet, checklists, team), then one colour category per module turned on: Finance, Cleaners, Delivery, Maintenance, Inspection. Modules that are turned off are listed on one line, with “Turn on”.
• Each step can be skipped and picked up later. A skipped step stays visible, greyed out, and is never counted as done.
• A segmented bar, the percentage and the time remaining show where you are; only the current step is open.
• For a new company, the guide opens on its own once, on a computer. A dashboard that is still empty offers “Start”, which opens the guide.
• For a hotel, an aparthotel or a student residence, the questionnaire no longer asks client billing questions that do not apply to them.