Overview
When you first reach the dashboard, a Getting Started checklist appears at the bottom of the sidebar. It tracks key setup tasks and helps you configure Cloudclerk for your practice. Each item links to the relevant page so you can complete it straight away.
Checklist Items
The checklist contains nine items. The first six are marked as required, and the final three are optional.
Required Items
- Complete your profile — add your avatar and job title in Settings
- Add your first client — create a client record to start managing work
- Add a contact — add a contact to one of your clients
- Set up billing details — enter your VAT number and bank details in Settings
- Upload your firm logo — brand your invoices and client portal
- Upload a document — upload your first document to a client
Optional Items
- Invite a team member — add colleagues to your workspace
- Assign team roles — set billing roles for your team
- Create your first invoice — send your first invoice to a client
Working Through the Checklist
Click any incomplete item to navigate to the relevant page. When you complete the action (for example, creating a client), the checklist updates automatically the next time it refreshes.
Optional items can be skipped by hovering over them and clicking Skip. Required items cannot be skipped.
You can collapse the checklist by clicking the Getting Started bar at the bottom. Your preference is remembered between sessions.
Completing and Dismissing the Checklist
Once all required items are complete, the checklist shows a Setup complete banner. Click the close button on the banner to dismiss the checklist permanently.
Dismissing the checklist removes it from the sidebar. This cannot be undone, but all your settings and data remain intact.
What's Next?
- Adding a Client — create your first client record
- Navigating the Dashboard — explore the rest of the dashboard