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Resume Incomplete Onboarding

Understand what happens when onboarding is not finished yet and how to safely return to it from the dashboard.

3 min readbeginnerFull Crunch

Who is this article for?

Users who left onboarding before setup was complete

Return to the onboarding workspace when you are ready to finish setup. You can use the dashboard while a journey is incomplete, subject to your normal plan and permissions.

Resume from the Dashboard

1
Check the organisation switcher so you are in the workspace you want to finish.
2
Find the onboarding banner. It shows your progress percentage and current step.
3
Click Continue Setup for the manual path, or View Progress for an Alex-led journey.
4
Continue with the steps, imports, drafts, and readiness checks in the onboarding workspace.

Both buttons return to the same onboarding workspace. Your journey progress is preserved; you do not need to start again.

If the Banner Is Missing

The banner is hidden when the journey reaches 100%, when there is no journey for the current organisation, or when you dismiss it for the session. You can still open the onboarding page to check the current workspace's setup.

Dismissing the banner does not complete onboarding.

Check What Remains

Review unfinished steps and any drafts that need approval or input. If you plan to publish to Square, check readiness and resolve the named blockers before publishing.

Dashboard access lets you inspect records that have already been created. It does not confirm that every draft is applied or that your POS catalog is ready to publish.

Tip

If you were exploring the demo, return to your own setup first. The sample venue has a separate session and does not complete your business's onboarding.

Use the onboarding workspace Review and approve onboarding drafts Check go-live readiness

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