Complete the Setup Guide

Use the Setup Guide when you want a clear list of the first setup tasks for your facility.

The Setup Guide is helpful when your workspace is new, when a manager is checking setup progress, or when a new teammate needs to understand what has already been completed.

New to the app? Read Getting started overview first for the full first-week path.

What you will accomplish

You will learn how to open the Setup Guide, read the progress information, and use each Set up button to finish important tasks.

Setup Guide page showing Setup Progress at the top and grouped setup sections below — The Setup Guide groups setup tasks into simple sections and shows your progress at the top.

Before you start

You need a staff login for your facility.
Your account should have permission to update facility settings.
If you are not sure about a setting, ask the facility owner or manager before changing it.
Keep a notepad or shared doc handy if more than one person is helping with setup.

Open the Setup Guide

Open the dashboard
Go to Dashboard.
Expected result: You should see the main sidebar on the left side of the screen.
Open Setup Guide
Go to Setup Guide.
If you do not see Setup Guide in the sidebar, use this direct link: Setup Guide.
Expected result: The page title says Setup Guide.
Read the Setup Progress card
At the top of the page, find Setup Progress. This card shows how many setup tasks are complete.
Why this matters: The percentage helps you see whether the workspace is ready for daily use or still needs attention.
You do not need 100% before you start using the app. Many teams begin with customers and cars while other setup items are still open.

Work through each setup section

The Setup Guide is divided into sections. Each section contains related setup tasks.

Setup Guide page showing Setup Progress percentage and grouped sections such as Getting Started and Operations with Set up buttons beside each task — Scroll through the sections to see every task. Incomplete items stay visible until your team finishes them.

Setup Guide showing setup sections with individual tasks and Set up buttons on the right — Each task has a Set up or View button that opens the correct page so you do not have to hunt through Settings.

Start with the first incomplete section
Look for a section that is not complete. Incomplete sections show tasks that still need setup.
You can complete sections in any order, but first-time teams usually start with facility details, operations, customer experience, payments, communications, and team access.
Click Set up beside a task
Each task has a button such as Set up or View.
Click Set up to open the page where that item can be completed.
Expected result: The app takes you to the correct settings or workflow page — for example Settings > Branding when you choose a branding task.
After you click **Set up**, confirm you landed on the right page before changing fields. Use the browser back button or sidebar to return to [Setup Guide](/dashboard/onboarding).
Complete the needed information
Fill in the fields on the page you opened.
If a field is optional and you do not know the answer yet, leave it blank for now. It is better to enter correct information later than to guess.
Why this matters: Wrong public details can confuse customers on invoices, forms, and emails.
Save your changes
Look for Save or similar on the page you opened. Save before you leave.
Expected result: Your changes are stored for the whole facility workspace.
Return to the Setup Guide
After saving your changes, go back to Setup Guide.
Expected result: The related task should update after the app checks your workspace.
Refresh progress if needed
If the progress card does not update right away, click the refresh icon in the Setup Progress card.
Why this matters: The checklist reads your workspace in the background. Refreshing forces it to look again after you saved on another page.
Expected result: The percentage and task count should reflect the latest saved setup.

What each setup section contains

The Setup Guide groups tasks into sections. Each section has a title, a short description, and one or more tasks with a Set up button on the right.

Setup Guide showing grouped sections with individual tasks and Set up buttons on the right side of each row — Each row is one setup task. Click **Set up** to open the page where you complete that task — then return to the Setup Guide to refresh progress.

Getting Started

Facility name — how customers see your business on invoices and emails. Opens Settings > Branding.
Time zone — when appointments and reminders show the correct local time. Opens Settings > General.
Country / region — address formats and regional tools. Opens Settings > General.
Logo — your brand image on the customer portal and messages. Opens Settings > Branding.
Brand colors — theme colors on customer-facing pages. Opens Settings > Branding.

Expected result when this section is complete: Your facility name, logo, and time zone look correct. New emails and portal previews show your real business — not placeholder text.

Guide: Set up your facility profile.

Operations & Services

Event types — the service cards staff see on Create event (drop-off, detail, pickup). Opens Settings > Events & schedule.
Photo rules — required intake photos by zone or vehicle part. Opens photo rules in Events settings.
Floor plan — parking spots and zones on your map. Opens Settings > Floor Plan.
Amenities — optional labels your facility tracks. Opens operations settings.
Service plans — recurring service offerings linked to cars. Opens service plan settings.
Contracts — agreement templates for storage or service. Opens Settings > Contracts & Documents.

Expected result: Staff can pick a clear event type on Create event, assign parking on the map, and run workflows with the photos your facility requires.

Guides: Events overview and Parking Spots overview.

Customer Experience

Customer onboarding — steps new portal customers complete after invite. Opens customer onboarding settings.
Website embed — a booking or signup widget for your existing website. Opens website settings.
Marketplace — public car listings or products, when your facility uses them. Opens marketplace settings.

Expected result: Customers who register or use the portal see a polished experience with your branding and the right pages enabled.

Guide: Facility Web Pages overview.

Payments & Billing

Payment processing — connect Stripe so customers can pay online. Opens Settings > Billing.
Products & services — reusable line items for invoices and recurring plans. Opens Products & Services.
Tax rates — sales tax rules your facility uses. Opens billing settings.
Billing cycles — how often storage or memberships bill. Opens billing settings.

Expected result: Your team can create an invoice or recurring storage charge without a “setup required” warning.

Guide: Payments overview and Connect payment processing.

Communications

Phone number — business line for calls and texts in Inbox. Opens Settings > Communications.
Email domain — sending email from your facility’s domain. Opens communications settings.
Social media — links shown on customer-facing pages. Opens communications settings.

Expected result: Customer texts, emails, and review requests send from your facility — not from a generic address.

Guide: Configure communications.

Team & Access

Team members — invite coworkers to the dashboard. Opens Settings > Team.
Permissions — who can change settings, billing, or sensitive records. Opens team permissions.

Expected result: Each teammate can sign in and see only the areas their role needs.

Guide: Manage team permissions.

Your First Records

First customer — at least one person or company in Contacts.
First car — at least one vehicle in Cars linked to a customer.
First event — at least one appointment or workflow started on Create event or Schedule.
Import (optional) — bring existing customers or cars from a spreadsheet when your facility has a list ready.

Expected result: The app has real records to connect to parking, billing, and messages — not an empty demo.

Guide: Prepare your first customer and car.

Helpful tips

Start with information customers will see, such as your facility name, logo, email address, and phone number.
Do not invite all teammates until your core records and permissions are ready.
Use direct links in the docs if you are not sure where a page lives.
Keep setup notes in a shared place if more than one manager is helping.
After facility basics, add at least one customer and one car so other areas have something to connect to. See Prepare your first customer and car.

Troubleshooting

What success looks like

When you have worked through the Setup Guide effectively:

Setup Progress shows most sections complete — or your manager knows which items are intentionally deferred.
Facility name, logo, and time zone are correct on Settings pages.
At least one customer and one car exist for daily practice. See the Your First Records section above.
Your team knows which Set up buttons still need an owner (payments, communications, team invites).

What to do next

After you understand the Setup Guide, read Getting started overview for how setup fits into your first week.

Then read Set up your facility profile so your public facility details are correct before adding more records.

Then read Learn the dashboard so your team knows where daily work lives.

When managers want a single screen for schedule, parking, and inbox, read Customize your Overview dashboard.