Complete Onboarding

Complete Your Onboarding

Category: Getting Started Summary: Set up your organization and configure essential settings during the onboarding process.

Overview

After creating your account, growlio guides you through a simple onboarding process to get your workspace ready. This helps you set up your organization details, configure preferences, and understand the platform's core features.

Prerequisites

Completed account creation
Email verified and logged in

How to Complete Onboarding

Step 1: Enter Organization Details

The first step collects information about your business:

Organization Name: Your company or business name
Industry: Select from the dropdown (e.g., Consulting, Design, Development, Marketing)
Company Size: Choose your team size range
Country: Select your primary business location
Currency: Choose your preferred currency for proposals and invoices

Tip: Choose your currency carefully - it affects how prices are displayed throughout the platform. You can change this later in settings, but existing documents will retain their original currency.

Step 2: Set Your Timezone

Select your timezone to ensure:

Accurate timestamps on all activities
Proper scheduling for calendar events
Correct date displays for clients in different locations

The system will attempt to auto-detect your timezone, but you can adjust it if needed.

Step 3: Configure Company Settings

Add additional business information:

Business Address: Your company's physical address
Phone Number: Main business contact number
Website: Your company website URL (if applicable)
Tax ID / VAT Number: For invoicing purposes (optional)

Tip: These details appear on professional documents like proposals and contracts, so ensure they're accurate and professional.

Step 4: Invite Team Members (Optional)

You can invite colleagues to join your workspace:

Enter their email addresses (one per line or comma-separated)
Assign roles (Admin, Member, or Viewer)
Click "Send Invitations"

Tip: You can skip this step and invite team members later from the Settings page. Each plan has different limits on team members.

Step 5: Take the Product Tour

growlio offers an interactive tour highlighting:

Dashboard Overview: Your business metrics at a glance
Clients Section: Managing your client relationships
Leads Pipeline: Tracking potential opportunities
Proposals & Contracts: Creating professional documents
Forms: Capturing leads through custom forms

You can skip the tour and explore on your own, or restart it later from the Help menu.

Tips & Best Practices

Complete All Steps: While some steps are optional, completing them helps you get the most from growlio
Accurate Information: Use correct business details - they appear on client-facing documents
Timezone Matters: Set the correct timezone to avoid confusion with scheduled activities
Invite Strategically: Consider team roles carefully when inviting members

What Happens After Onboarding?

Once onboarding is complete, you'll land on your dashboard where you can:

Add your first client
Create a lead
Build a proposal
Set up a lead capture form
Explore reporting features

Troubleshooting

Issue: I want to change my organization name

Solution: Go to Settings > Organization and update the name. This change applies to all future documents.

Issue: I skipped the tour and want to see it again

Solution: Click on your profile icon > Help > Restart Product Tour to launch the interactive walkthrough.

Issue: I invited someone with the wrong email address

Solution: Go to Settings > Team Members, find the pending invitation, and cancel it. Then send a new invitation to the correct email.

Issue: The timezone dropdown doesn't show my location

Solution: Use the search function in the timezone dropdown. You can type your city name or timezone abbreviation (e.g., "PST" or "New York").