Onboarding
Your business launch checklist
Guide a merchant from setup to confident, genuine activity in the first month.
Use the milestones that matter
Milestones show real progress and help you spot the next coaching need. Not every feature is needed by every business.
Review the merchant's progress in Analytics and focus on the first relevant milestone that is still incomplete.
- Business created
- Profile complete
- Catalogue live
- First genuine order or booking
- Payments enabled where available
- POS connected when the business needs it
- Active for 30 days
The first week
On day one, confirm ownership and profile details. Over the next few days, help the merchant publish a small, accurate catalogue and begin payment setup where available.
Before the week ends, practise the normal order or booking process with the team. Show Tools, then POS or Pay, only if those tools suit the business.
The rest of the first month
Schedule focused check-ins in Tasks. Review real orders or bookings, catalogue quality, payment progress, and whether staff know their daily steps.
At 30 days, record any remaining blocker and agree a practical action. Never create a false sale or booking just to complete a milestone.