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Onboarding checklist

You can now follow a step by step onboarding checklist to finish setting up your account. It walks admins, agency users, and affiliates through every required setup item, so nothing gets missed.

The checklist shows up two ways in your dashboard:

  • A full panel that lists each setup step with its status and overall progress.
  • A compact pill widget that tracks your progress at a glance, like "3/5 complete".

admin-onboarding-checklist-panel

Check off items as you go, and the checklist collapses once everything is done.

checklist-pill-widget

Affiliates get their own version in the portal, with the steps they need to complete to start earning.

portal-onboarding-checklist

Open your dashboard