Try the onboarding checklist card - Dashboard and Navigation - Conduit Help
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Try the onboarding checklist card

Lesson 14 of 53 · Getting Started
  1. Click Go beside Schedule your first job to open scheduling.
  2. Click Go beside Get paid online to open payment settings.
  3. Click the header to collapse the checklist once you're mid-setup.
  4. Click Dismiss forever once setup is done and you don't need the reminder anymore.
  1. Set up company profile. Complete: Settings → Company.
  2. Add your first customer. Complete: Customers.
  3. Create your first project. Complete: Projects.
  4. Schedule your first job. Not started: Calendar.
  5. Get paid online. Not started: Stripe Connect setup.
  6. Choose a plan. Not started: Subscription tier picker.