Onboarding
Getting Started with Onboarding
What the onboarding screen asks for, what each section sets up, and where Work Planner sends you after you finish.
The onboarding screen creates your first business, saves your basic defaults, and decides whether you go straight into the dashboard or straight into imports. If you already manage another business, the same page is reused to add the next one.
What This Page Sets Up
- Business Name: this becomes the business record itself. It is the name you will see in business selection and around the app.
- Job collection term: this sets the language Work Planner uses for your round-style grouping, such as Round, Area, or a custom term. The wording choices are explained in Choosing Your Job Collection Term.
- Getting started choice: this decides whether Work Planner should create your first grouping and service for you now, or send you to imports instead. That decision point is covered in Choosing Manual Setup or Import.
- Default schedule: these values become the starter schedule for new jobs created in this business later. The date logic is covered in Default Schedule and Working Days.
- Working days: these become the business working-week settings used by scheduling rules.
- Marketing opt-in: this only affects whether you receive Work Planner updates, tips, and offers. It does not affect customer-facing email or SMS sending.
How The Top Of The Page Changes
If this is your first business, the page greets you with Welcome to Work Planner. If you already have at least one business, the heading changes to Add a New Business and a Back to business selection button appears above the card.
Where You Go After Continue
- Manual setup: after the business is created, Work Planner takes you to the dashboard for that new business.
- Import setup: after the business is created, Work Planner sends you to the import area so you can choose the source and bring data in.
- Selection update: the new business becomes the active business for the session, so you land inside the business you just created rather than having to switch to it separately.
Useful Things To Know Before You Save
- Nothing here is wasted effort: the defaults you set on this page feed into later screens such as job creation, planner scheduling, and business selection.
- You can refine things later: the onboarding screen is there to get the business usable quickly, not to force every setting to be perfect on day one.
- Business limits still apply: if your account has reached its business limit, Work Planner sends you back instead of creating another one. That lock state is covered in Business Limits and Locked Businesses.
Related articles
- Choosing Your Job Collection Term: how the terminology choice affects labels across Work Planner.
- Choosing Manual Setup or Import: the part of onboarding that decides your next step.
- Default Schedule and Working Days: how the scheduling defaults behave.
- Business Selection Screen: where you return when you already manage more than one business.