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Getting Started

Use this section to get your team productive quickly.

Start in this order​

  1. First Week Checklist
  2. Role-Based Onboarding
  3. Glossary

What this section covers​

  • Initial setup tasks for office teams
  • Recommended rollout sequence by role
  • Shared language so your team uses terms consistently

Next step after onboarding​

Move into Core Workflows to learn scheduling, customers, invoicing, and reporting workflows.