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Get Started Overview

Get Started is your launchpad for UpChannels. Finish the guided Onboarding wizard, follow the Prepare to Sell workflow to go live, jump anywhere from Shortcuts, and learn your Dashboard.

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Onboarding

Guided 3-step setup wizard

  • Business type & taxes
  • Owner & organization
  • Location & hours
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Prepare to Sell

Guided go-live workflow

  • Three steps, auto-tracked
  • Unlocks as you progress
  • Profile → inventory → first sale
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Shortcuts

One-click feature launchpad

  • Search every feature
  • Grouped like your sidebar
  • Fast navigation
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Dashboard

Your business at a glance

  • Today's metrics
  • Sales & KPI charts
  • Recent activity

Quick start path​

1. Onboarding (profile, tax, location)
   → 2. Add Products / Services (Catalog)
   → 3. Create your first Sale
   → 4. Explore Growth tools

Pages in this section

Demo tours​

Many feature pages include an amber Demo button in the page header that launches an interactive guided tour with sample data — a safe way to learn a page before you have real records. Look for it on pages such as Messages, Profit & Loss, and the Assets & Liabilities report.

What's next​