Get them live · 6 min
Onboarding checklist
The first 30 minutes after signup — what you walk, what the wizard walks.
Goal
A real transaction in the first sitting: a POS sale, a fee receipt, a fuel sale, an invoice, or a booking. Accounts with no first transaction rarely subscribe.
Walk this sequence
- Confirm they used your ref link and you can see them on your dashboard.
- Business setup — name, logo, phone, tax industry.
- Setup wizard — correct operating business type (retail, fuel, school, …).
- Add the first employee if someone else will sell or collect fees.
- Add the first products, fees, rooms, or fuel products — whichever the type needs.
- Complete one live-like transaction.
- Show the owner where reports and subscription live.
- Agree who they WhatsApp when they are stuck (you first, prodesk24 if it is billing or a platform issue).
What lives inside the app
- Setup wizard — type + progress checklist.
- Getting started hub — role-based next steps.
- Setup guide — deeper retail and restaurant paths.
- Dashboard banner — reminders until setup is complete.
You onboard. You do not host.
Helping them click through setup is the job. Creating servers, email hosting, or “installing prodesk24 on their laptop as the official host” is not. If they need a commercial exception, flag a large deal. Read support and hosting.
After they subscribe
Check they are on a plan that matches the modules they use (especially fuel → Business — Plans and pricing). Stay in the relationship for renewals. Partners often earn a different rate on the second and later payments (Affiliate vs partner programme). Mark pipeline stages as they move.
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