Getting started
Use the getting-started checklist
Use the launch checklist in Settings to see what's connected and what still needs doing.
Before you start
- You're an owner or admin.
The steps at a glance
Step 1 of 4
In the menu on the left, tap Settings. On a phone, tap the ☰ menu button at the top first.
At the top you'll see Your launch checklist. Each item says Ready or To do.
Tap the link under an item, like Open integrations or Connect your accounts.
When you've finished, tap Check again at the top. The circle shows how many are ready.
✅ How do I know it worked?
- The item now says Ready with a green tick.
⚠️ Common mistakes
ProblemYou can't see the checklist.FixOnly owners and admins see it. Team members see their own account settings only.
ProblemIt still says To do after you connected.FixTap Check again. Some checks need a test message to be sent first.