Let's dive into the Launch Guides feature, which provides essential checklists for clients to streamline their account setup and system implementation.
Launch Guides are detailed checklists that guide users through specific implementation steps, such as adding domains, integrating tools, and other crucial processes.
These guides serve as invaluable resources, assisting clients in properly setting up their accounts, seamlessly integrating the system into their business workflows, and connecting essential assets.
Most importantly, you can enable or disable checklist steps based on your clients' needs. This customization ensures that each implementation process is tailored to their unique requirements.
Adding checklist steps is straightforward. You can specify the step name, route, and description to provide clear instructions for users.
- Checklist Step Name
- Checklist Step Route
- Checklist Step Description
- Default Status
Each checklist step has a default status, allowing you to track progress and ensure that all necessary tasks are completed efficiently.
Launch Guides offers a structured approach to account setup and system implementation, empowering clients to navigate complex processes quickly and confidently.