Guided onboarding
A 5-step checklist that walks new merchants through setting up clip cards.
Guided onboarding is a 5-step checklist that walks new merchants through:
- creating a product,
- previewing it online,
- issuing a test card,
- choosing notifications,
- inviting a teammate.
Progress is saved as you go.
Tips
- You can jump between steps at any time. The next unfinished step opens by default.
- A small progress badge appears in the sidebar until all five steps are complete.