Adding Another Business During Onboarding
What changes when onboarding is used to add a second or later business, and how the flow ties back into business selection and plan limits.
Read article: Adding Another Business During OnboardingOnboarding help
Help for Onboarding in Work Planner.
Articles
Default Schedule and Working Days
How onboarding saves the default schedule and working-week rules for a new business, and what those defaults affect later.
Read article: Default Schedule and Working DaysChoosing Manual Setup or Import
How the onboarding setup choice works, when to create your first grouping and service manually, and when to go to imports instead.
Read article: Choosing Manual Setup or ImportChoosing Your Job Collection Term
How the job collection term works, when to use the built-in options, and what changes elsewhere in Work Planner after you save it.
Read article: Choosing Your Job Collection TermGetting Started with Onboarding
What the onboarding screen asks for, what each section sets up, and where Work Planner sends you after you finish.
Read article: Getting Started with Onboarding