Open Onboarding
From the left sidebar, click Onboarding.
This opens the Getting started page under your profile area.
The page shows your onboarding progress, such as 0 / 4 done, and a progress bar showing how many steps have been completed.
Review the Onboarding Checklist
The checklist shows the setup steps you need to complete.
The current onboarding checklist includes:
Complete your profile
Set up notifications
Customise your workspace
Hide onboarding from your menu
Each item includes a short description and a Complete button.
Some steps may appear lighter or inactive until the earlier step has been completed.
Complete Your Profile
Click Complete beside Complete your profile.
This step helps you add your name, photo, and contact details so your team knows who you are.
After completing your profile, return to the onboarding checklist to continue.
Set Up Notifications
Click Complete beside Set up notifications.
This step takes you to your notification settings, where you can choose how and when you want to be alerted across the platform.
You can manage options such as:
In-app notifications
Toast notifications
Sound notifications
Other notification channels when available
Return to the onboarding checklist after updating your settings.
Customise Your Workspace
Click Complete beside Customise your workspace.
This step helps you personalise how the app looks and feels.
You may be able to update:
Sidebar visibility
Sidebar ordering
Font size
Pointer cursor behaviour
Title font
Interface theme
Return to the onboarding checklist once your layout preferences are set.
Hide Onboarding from Your Menu
Click Complete beside Hide onboarding from your menu.
This step lets you remove Onboarding from the sidebar once your setup is finished.
Use this option when you no longer need the guided checklist.
Use Chat Support if Needed
If you need help during setup, click Chat with us at the bottom of the onboarding card.
This opens support so you can ask for help with your workspace setup.
Open API Documentation
At the bottom of the page, you may see a Want to unlock more? Try the DS API card.
Click API docs if you need technical documentation for using the DS API.
This is useful for teams that want to read staff, roster, shift notes, and forms programmatically.
Important Notes
The onboarding checklist is designed for new user setup.
Progress is shown at the top of the checklist.
Completed steps increase the progress count.
Some checklist items may be unavailable until previous steps are complete.
Hiding onboarding from your menu does not delete your account or settings.
The API docs card is separate from the onboarding checklist.
Troubleshooting
If you cannot see Onboarding in the sidebar:
Check whether it has already been hidden from your menu.
Refresh the page and try again.
Ask an administrator to confirm whether onboarding is available for your role.
If a Complete button does not work:
Refresh the page.
Try opening the related page manually from your profile settings.
Check whether the previous onboarding step needs to be completed first.
If the progress count does not update:
Return to the Getting started page.
Refresh the page.
Confirm the related setup step was saved successfully.
If you need help:
Click Chat with us from the onboarding page.
Ask an administrator to check your access if a setup area is unavailable.