What is the setup guide on my dashboard?

New landlords see a short setup guide at the top of the dashboard. It tracks the handful of things that have to be in place before rent can reach your bank: add a property, create or upload the lease, get the lease signed and active, and choose how rent is collected.

Steps tick themselves off as you go - there is nothing to mark complete by hand. Adding a property through the wizard usually clears more than one step in a single pass.

The last step can be waiting on your tenant rather than on you. If you have asked them to set up online payment, it ticks once they finish; if you would rather collect offline, set that on the lease in Manage Payments and the step is done.

You can hide the guide with the X in its corner. It only hides for your own account on that device, and a Show setup guide link stays on the dashboard so you can bring it back at any time.

Once every step is ticked the guide swaps to a short confirmation with a Done button, so finishing is something you see rather than the card simply disappearing. It behaves the same way in the web app and on your phone.

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