New customer checklist

Work through these steps in the customer dashboard, then hand over to your front-desk staff on the iPad. Each step links to the full guide.

#Set up your account

1. Accept your invite and choose a plan. Open the invite email, pick a plan, create your account, and finish checkout. See Get started on the dashboard.
2. Create your first location. Follow the Launch checklist and click Create first location. See Set up your first location.
3. (Optional) Add your other locations. See Add another location.

#Add the people you deliver to

4. Add your tenants and their contacts. Add contact email addresses so tenants get package emails. See Add tenants and contacts.
5. (Optional) Import tenants in bulk. Use Import CSV for a long tenant list. See Import tenants from a CSV.
6. (Optional) Set up central delivery for tenants with a mailroom. See Set up central delivery.

#Bring in your team

7. Invite your front-desk staff. For each location, invite Managers and Associates. They join on the iPad with the code. See Invite your front desk staff.
8. (Optional) Add other admins. See Add admins and team members.

#Go live

9. Log your first package. A staff member signs in on the iPad and logs a package. Share the Front desk quick start with them.
10. Check it arrived. Open Dashboard in the customer dashboard and look for it under Recent package activity. See Read your dashboard.

Note: Billing, plan changes, and failed payments are covered in Manage billing.

#See also

• Get started on the iPad
• Manage your account