Getting started
Work through the setup checklist
Admins & staff
Follow the Getting Started card in the sidebar until your first client and task are set up.
Where:SidebarGetting Started
- Find the Getting Started card in the sidebar, under the menu. Select its heading to open or close the list.
- Do each item. Hydi ticks it off by itself once it is done.
- Add your first client: onboard a client.
- Create your first task: assign a task.
- Send your first task: activate a draft task, or send it from setup.
- Set up branding: upload your logo or choose a colour. This one is optional.
- To go back to the setup screens, select Resume setup.
- When you no longer need the card, select Dismiss.
Good to know
- Sample clients and tasks do not count, so each item waits for your own.
- The card stays, even when every item is ticked, until you select Dismiss or finish setup with Go to Dashboard, and either ends setup for the whole business.
- Skip to dashboard, at the top of the setup screens, leaves the card where it is.
Related
- Onboard a clientAdd a new client yourself, or send them an invitation to fill in their own details.
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Upload your logoAdd your logo so clients see it in your emails, on their portal and on the invitation page.
- Send your first taskAdd your first client and give them a task during setup, then send it or keep it as a draft.