Onboarding overview
When you sign in to DailyMark for the first time, a guided setup wizard called Onboarding walks you through the minimum your organization needs before you can plan shifts and send checklists. It takes just a few minutes.
When the wizard appears
The wizard opens automatically on your first login and stays active until you complete it:
- The menu shows a single active item, Onboarding (marked with a rocket icon).
- All other menu items are visible but locked until setup is finished.
- You can still open your profile or Log out at any time.
How the wizard works
The wizard is a stepper titled Set up your organization, with the subtitle Complete a few steps — each one is saved right away. The steps run horizontally on desktop and vertically on mobile.
The four steps are:
- Step 1 — Organization — your organization's name, time zone, and contact details.
- Step 2 — Locations — at least one branch, unit, or logistics point.
- Step 3 — Positions — at least one staff position (Manager, Cook, Cashier…).
- Step 4 — Staff — at least one staff member.
There is also an optional part you can safely leave for later:
- Step 5 — Checklist templates (optional) — shift checklist templates; skippable during onboarding.
Autosave
You never need to look for a save button in the wizard. Each step is saved right away:
- Changes on the Organization step are saved automatically a moment after you stop typing, and again when you move to the next step.
- Entries you add on the list steps (Locations, Positions, Staff) are saved as you go.
If something can't be saved (for example, a connection hiccup), you'll see the message Couldn't save. Please try again. — your other data is unaffected.
You can leave and come back
Because every step is saved immediately, you can close the browser at any point. The next time you sign in, the wizard reopens where you left off.
What is required to finish
To complete onboarding you need all four of the following:
- An organization (with at least the Organization name filled in)
- At least one location
- At least one position
- At least one staff member
If any of these are missing when you press Finish, the wizard shows: Add an organization, location, position and staff member to finish.
After you finish
Press Finish on the last step. Once setup is complete:
- You are taken to the main app.
- The full menu unlocks — Today, Work schedule, Checklists, Settings, and more.
- Everything you entered in the wizard can be changed later under Settings.
Nothing here is final
The wizard only collects a starting point. You can add more locations, positions, and staff — or edit anything you entered — at any time in Settings.