Onboarding Checklist
Get started quickly with the guided onboarding checklist.
Overview
When you create a new organization, Kuviq automatically:
- Auto-provisions industry-specific data (item types, locations, templates, sample items, schedules)
- Shows an onboarding checklist on the dashboard to guide you through key setup actions
- Tracks your progress with live usage counters
There is no multi-step wizard — organization creation happens inline on the Welcome page with just a name and industry selection, and you're taken straight to the dashboard.
Organization Creation
Inline Setup
When you first sign up, the Welcome page presents:
- Create Organization card with:
- Organization name (required, 2-100 characters)
- Industry selection (required — see Industry Setup)
- "Create & Get Started" button
- Join Organization card for accepting invitations
After clicking "Create & Get Started":
- Your organization is created with a 14-day trial
- All industry-default data is auto-provisioned in a single batch
- You're redirected to the dashboard where the onboarding checklist appears
The Checklist
The OnboardingChecklist component renders on the dashboard for:
- Trial organizations — with trial days remaining indicator
- Non-trial organizations created within the last 30 days — without trial urgency
Checklist Items
The checklist tracks 6 actions, each tied to a live usage counter:
| # | Action | Complete When | Navigates To |
|---|---|---|---|
| 1 | Create your first item | items > 0 | /items/new |
| 2 | Add a location | locations > 0 | /locations/new |
| 3 | Create an inspection template | templates > 0 | /templates/new |
| 4 | Run your first inspection | inspections > 0 | /inspections/new |
| 5 | Set up an inspection schedule | schedules > 0 | /schedules/new |
| 6 | Invite a team member | users > 1 | /users/new |
- Incomplete items are clickable and navigate to the creation page
- Completed items show a check icon with strike-through text and are non-interactive
- Each incomplete item shows a contextual tip explaining why the action matters
Industry-Aware Labels
Labels and tips adapt based on your organization's industry:
Climbing Gym:
- "Add your first piece of equipment" — Track harnesses, ropes, auto-belays, and other climbing gear
- "Set up an activity area" — Organize your climbing hall, gear room, and other spaces
- "Customize an inspection checklist" — Tailor safety checks for your specific equipment
- "Complete your first safety check" — Run an inspection on your climbing equipment
- "Schedule recurring inspections" — Automate daily, weekly, or monthly safety checks
- "Invite your team" — Add instructors and staff to share the workload
High-Ropes / Adventure:
- "Add your first piece of equipment" — Track course elements, PPE, and safety gear
- "Set up an activity area" — Organize your course area, equipment store, and briefing area
- "Customize an inspection checklist" — Tailor pre-opening checks for your course
- "Complete your first safety check" — Run a pre-opening check on your course
- "Schedule recurring inspections" — Automate daily pre-opening and periodic deep inspections
- "Invite your team" — Add guides and staff to share the workload
Family Entertainment:
- "Add your first piece of equipment" — Track trampolines, play structures, and attractions
- "Set up an activity area" — Organize your arena, equipment store, and reception
- "Customize an inspection checklist" — Tailor safety checks for your attractions
- "Complete your first safety check" — Run a pre-opening check on your facility
- "Schedule recurring inspections" — Automate daily pre-opening checks
- "Invite your team" — Add staff members to share the workload
Other / Generic:
- Uses generic labels like "Add your first piece of equipment", "Set up a location", etc.
Progress Bar
The checklist displays a progress bar showing N/6 items complete.
For trial organizations, it also shows trial days remaining with color-coded urgency:
| Days Remaining | Color |
|---|---|
| More than 7 | Green (success) |
| 3-7 days | Default (info) |
| 3 or fewer | Amber (warning) |
| 1 day | Red (error) |
Collapsing
The checklist can be collapsed to show only the header and progress bar, hiding the individual items. This is useful once you're familiar with the remaining tasks.
Completion Celebration
When all 6 items are complete, the checklist shows a celebration state instead of hiding:
- Congratulatory message ("You're all set!")
- Summary of what was accomplished
- For trial orgs: "Upgrade Now" button linking to
/subscription/plans - Dismiss button to hide the celebration permanently
Dismissing
Click the dismiss button to hide the checklist. This sets organization.onboardingChecklist.dismissed = true in Firestore, so it's hidden for all users in the organization across all devices.
After Onboarding
Once you've completed the checklist or dismissed it, continue with:
- Add more items — Build your full inventory
- Refine templates — Customize inspections for your needs
- Set up schedules — Automate recurring inspections
- Generate reports — Track compliance and trends
All setup areas remain accessible from the admin menu.
Next Steps
- Demo Data — Learn with sample data
- Industry Setup — Industry-specific configurations
- Basic Setup — Detailed setup guide
- Quick Tour — Navigate Kuviq