Getting Started
·
Updated Mar 27, 2026
Post-Onboarding Setup Checklist
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Post-Onboarding Setup Checklist
After completing the onboarding wizard, the admin dashboard shows a Get Started banner listing 7 setup tasks. The banner disappears once all tasks are completed.
| # | Task | Where to Complete |
|---|---|---|
| 1 | Upload school logo | Admin → Settings |
| 2 | Create an office | Admin → Offices → Create |
| 3 | Add a service | Admin → Services → Create |
| 4 | Set up counters | Admin → Counters → Create |
| 5 | Configure schedule | Admin → Schedules |
| 6 | Add a display screen | Admin → Displays → Create |
| 7 | Invite staff members | Admin → Users → Create |
Why Each Step Matters
- School logo — Appears on QR posters, email notifications, and the queue join page.
- Office — Required before creating services or counters. Represents a physical service location (e.g., Registrar's Office).
- Service — What visitors select when joining the queue (e.g., "Enrollment", "Assessment").
- Counters — Physical windows or desks where staff serve visitors. Staff log in to a counter before operating.
- Schedule — Controls when the office appears as open to visitors. Without a schedule, visitors will see the office as closed.
- Display screen — Generates the URL you load on a TV/monitor in the waiting area.
- Staff members — Counter staff and queue managers need accounts to log in and operate counters.
Tip: You can complete these steps in any order, but the checklist order reflects the logical dependency: offices must exist before services, and services must exist before you can test the queue.
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