Your first day

Home shows your setup steps until you are set up, as one line with the next step and an All steps menu. Each step ticks itself when it is done, so you always know what is left.

On Home, a line near the top shows how far you are, such as Setup 2 of 6, with the next step as a link. Press the link to go straight to that step. Press All steps to see the whole list, with a tick beside each step that is done.

1. 1Connect your mailbox. Gmail or Outlook. Terry sends as you, from your own address. How to connect
2. 2Verify your business email. Terry emails a six digit code to your business address. No email goes out until this is done. Connect your mailbox first, because Terry sends the code from it. Why
3. 3Set your email signature. Your title and phone number under your name. This step only appears when your workspace has personal signature lines. How
4. 4Add your first list. Import a file and say where the list came from, or add people by hand. + New at the top of the menu has Import a list and Add a person.
5. 5Connect LinkedIn. This step only appears when your workspace has bought LinkedIn. How
6. 6Start your first flow. Pick a shape that already works and try it on yourself first with Test. How
7. 7Use Terry from Claude. Optional, so it is not counted in the setup line and the list can finish without it. Sign in with your Terry email and password, not your Claude login. How

The line leaves Home once every step except the optional one is done.

Home follows your workspace's plan. A Sales workspace shows the setup line. A Creator, Campaigns or Receptionist workspace opens on its own Home without it. On any Home, choose View: Operations at the top right to see the full classic Home, with its Getting started list when your workspace has it.

In Classic

Home shows a Getting started list with the same steps, each numbered, with a green tick when it is done. Press its title to fold it away in the meantime. The list leaves Home once every step except the optional one is done.