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Onboarding — Complete account

Last step. A handful of account-level fields to finalize before you land on the dashboard.

What you'll fill in​

  • Password (if you signed up via email rather than SSO — set your login password)
  • Notification preferences — what you want to hear about, where
  • Billing — if your plan requires it, add a payment method now
  • Invite your team (optional) — invite collaborators while you're at it

After this​

Once submitted, you're dropped on the Dashboard. Your store is set up, your Business DNA is populated, and you may already have campaign plans pre-proposed based on the onboarding.

What you can do next​

  • Connect your channels — Connectors
  • Create your first epic — Edit an Epic
  • Explore the calendar — Calendar to see your proposed content laid out
  • Refine Business DNA or Marketing Strategy if onboarding felt rushed — both are fully editable

What if I change my mind?​

Everything you set up in onboarding is editable later. None of it is locked in. Revisit it anytime as your brand and strategy evolve.