Onboarding and First-Time Setup

Onboarding is the first major setup step for a new SmartBill business. The system uses onboarding to protect the business from starting daily work before the minimum required setup is finished.

What onboarding does

Onboarding helps the business complete:

• business details
• branding
• owner details
• main branch setup

Until onboarding is complete, SmartBill can route the user back to setup instead of normal daily operations.

Current onboarding steps

The first-time setup flow is organized into four main steps:

1. business details
2. logo and branding
3. owner details
4. main branch setup

Business details captured

During onboarding, SmartBill can store:

• business name
• business type
• system mode
• business category
• phone number
• email
• website
• landline
• address
• province
• district
• postal code
• default currency

Owner and branch details

The owner or main admin details can include:

• first name
• last name
• email
• phone number

The initial branch usually stores:

• branch name
• branch phone
• branch address
• branch district and province
• branch postal code

Records created automatically

When onboarding is completed, SmartBill can automatically create important defaults such as:

• main branch
• default cash account for that branch
• walk-in customer
• default category
• default brand
• receipt settings

These defaults help the business start operating without building every core record manually.