The setup checklist
The home-screen checklist that walks a new organization to its first live, selling event.
New organizations land on a guided checklist on the home screen. It's the fastest map from an empty account to a published, selling event - five steps, each with a button that takes you straight to the right screen.
How it works
The checklist isn't a to-do list you tick off - each step is derived from your actual data every time the page loads. Create an event and the first step flips to done on its own; there's nothing to mark complete manually and nothing to dismiss. Once all five steps are done, the checklist has served its purpose and hides itself automatically.
Steps are accordion rows; the first incomplete step is expanded by default, and a progress bar shows how many of the five are done.
The five steps
| Step | Counts as done when… | Button goes to |
|---|---|---|
| Create your first event | Your organization has at least one event | Events → create |
| Connect a payment provider | A Paystack or Hubtel integration is connected | Settings → Integrations |
| Brand your booking page | You've set a logo, a welcome message, or a non-default accent color | Settings → Booking page |
| Invite your team | Your org has more than one active member | Settings → Event staff |
| Publish an event | At least one event is published or completed | Events |
Edge cases & notes
- It can't be dismissed. The only way to clear it is to finish the steps - by design, so new organizers don't skip setup.
- Branding counts loosely. Any one of logo, welcome message, or a changed accent color marks the branding step done - you don't need all three. The default accent is
#24201c; leaving it unchanged doesn't count. - Inviting yourself doesn't count. The team step needs more than one active member, so it only completes once a teammate's invite is active.
- Branding and forms need Pro. Branding your booking page is part of Soaly Pro; the checklist still shows the step on any plan.