HelpGetting startedThe setup checklist

The setup checklist

The screen that used to be called Get started is now Guided setup. It asks a few easy questions, one at a time, and makes the location for you.

Owner Where: Guided setup 1 min read

Quick answer. Open Guided setup in the side menu. It is always there for the owner, even once you are live, because it is how you add a second location. The full steps are in Guided setup; the first line is in Set up your first line.

Where it is

Guided setup lives in the owner's side menu, and it stays there always — it does not hide once you have a working line.
A brand-new owner with no location yet is sent straight to it as their first screen.
You can stop and come back. Your answers are saved as you go, and Carry on where you stopped appears on the first screen.
Staff and managers do not see it. Only the owner can add a location, and your package sets how many locations the business can have: at the limit, the app asks you to choose a bigger package in Billing. See Package limits.

Once you are live

Guided setup offers to copy a location you already have, so a second location takes about a minute. Or choose Start fresh to answer every question for the new place.
The running count of what is done, the Fix → shortcuts and the still needed to open message belong to Locations, not to Guided setup.
Each location on Locations carries its own setup-status card — rings for what is Set, what is on a safe Default, and what still needs attention.

What is still needed to open is on Locations. If a location's setup is done but the line will not open, look on that location's card in Locations. It says what is still needed.