Onboarding Checklist

Overview

A step-by-step wizard that gets you from "just signed up" to "first sale" in under 20 minutes. Skips steps you've already done; remembers progress across sessions.

Step-by-Step Guide

1

Company Setup

Business name, address, TIN/VRN/KRA PIN. Sets the headers on your invoices + receipts.

2

First Store

Even single-location businesses need at least one store. Name + address.

3

Add 1-3 Products

Doesn't need to be everything — just enough to test the POS flow. Bulk import comes later.

4

Test Sale

Process a $0 / TZS 0 test sale to confirm your POS + receipt template work end-to-end.

5

Invite Team

Add cashiers / managers / accountants. Each gets an email with their login + setup link.

6

Connect Payment

M-Pesa / Card processor / Bank account. Skippable; you can run cash-only at first.

Tips & Best Practices

Tip: The checklist lives on the dashboard until 100% complete — don't close it, it's the fastest path to "I know this tool".