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Onboarding Checklist

New accounts see an onboarding banner at the top of the dashboard showing your progress, for example “2/5”, with a progress bar. Click it to open the full checklist. The checklist walks you through:
  • Create your first client
  • Connect an integration
  • First data arrives
  • Explore your reporting
  • Invite a team member (optional)
Most steps complete automatically as you use RevyOps. For example, connecting an integration or seeing your first data arrive marks itself done without any extra click. “Explore your reporting” is confirmed manually from within the checklist. Click any step in the left-hand list to jump to it. A step already completed shows a checkmark; the step you’re on is highlighted. When every required step is done, you’ll see a “You’re all set!” confirmation. Click Close to dismiss it.
You can dismiss the onboarding banner at any time with the close icon. Dismissing it hides the banner, it doesn’t complete the checklist.

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Pending Approval

If your agency hasn’t been approved yet, the Clients page shows a welcome screen instead of your client list. It thanks you for your interest and asks you to schedule an onboarding call to get access to the platform. From this screen you can:
  • Book a time directly on the page, if your account has a scheduling link configured.
  • Otherwise, you’ll see a message that your account manager will be in touch, with contact details if available.
Once your agency is approved, this screen is replaced by your normal Clients page.