Onboarding Wizard
On your first login as Admin, SalesControl guides you through setting up your agency with a step-by-step flow. In a few minutes you set the essentials to start working. You don’t have to complete it all in one go.
How it works
The wizard shows a progress bar with the steps to complete. You can skip a step and come back to it later: your progress is saved, so you can pick up where you left off. Closing the wizard does not delete what you’ve already entered.
If you’d rather set everything up at your own pace, feel free to skip the steps: each section is still reachable later from the app pages (Services, Team, Admin).
The wizard steps
Name, basic information and your agency’s preferences.
The initial setup of the referral program and the bonus rules. This step is available only on the Professional and Enterprise plans: on the base plan it is skipped automatically.
Choose which events alert you and on which channels. Notifications travel over two independent channels: push and email.
Add your first team members with roles and permissions. You can also invite them to access the app.
Create the first service you offer, with its duration and prices. You need it to start adding clients.
The Notifications step configures push and email alerts for events like a collection or a new client: it has nothing to do with the client chat. For details on channels and recipients see Push and Email Notifications.
After the wizard
Once you’ve finished (or skipped) the steps, you land on the app Dashboard. From here you can fine-tune every setting at your leisure: services under Services, members under Team, referrals, bonuses and notifications in the Admin Panel.