Who can do this?
The checklist is shown to the Owner, including a new owner who has not created a first shop yet. Managers and Staff use the usual app pages for the work their roles allow.Where to do it
Sign in to the web app and look for the setup button near the bottom of the page. Its wording changes to match the current task.Resume your setup
- Check that you are working in the intended shop.
- Open the setup button and review the completed and remaining tasks.
- Select the main action for the current task.
- For shop details, continue from the saved step that still applies to this shop.
- Save your changes and follow the next step shown.
- Before stopping, save the current form and wait for it to succeed. Then close the panel and return to the setup button later.