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The setup checklist (bottom right)

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A new account shows a small navy pill at the bottom right of every page: "Setup · 1 of 4" and the next step. Click it to open the checklist, "Get [your agency] ready", with the next step lit in pink and a button that takes you straight to it. Nobody ticks anything by hand: each step ticks itself the moment it really happens. When the last one ticks, the checklist says "[your agency] is set up", then fades after a few seconds and never comes back.

The steps

  1. Connect Gmail or Outlook. The button goes straight to Google or Microsoft to connect your own mailbox, so emails go out from your address and replies land in Lovelio. It offers the one your agency uses, or both when Lovelio cannot tell. Ticks when your mailbox is connected, and shows the address emails now go from.
  2. Invite your team. Opens Settings, Users with the invite form already open. You pick each person's team as you invite them. Ticks as soon as anyone else has access or an invite waiting.
  3. Start a talent pool. Opens Talent Pools with the new pool form open. Ticks when the agency has a pool.
  4. Add Lovelio to Chrome. Opens the Chrome Web Store. Ticks as soon as the extension is signed in, or the next time a Lovelio page loads in that browser with the extension in it.

Who sees what

  • Everyone has their own checklist. Connecting a mailbox and adding Chrome are personal, so every person gets those two.
  • Inviting the team and starting a talent pool belong to the agency, so only admins and team leaders see them, and once anyone has done them they are ticked for everyone who sees them.
  • An agency on the Solo plan is never asked to invite anyone. Neither is an older account that answered "Just me" when it signed up.
  • In Safari or Firefox, which cannot add Chrome extensions, the Chrome step is left off.
  • There is no import step: a data migration finishes before the agency gets its account.
  • The checklist does not show on phones, on demo accounts, during a data import, or during a Lovelio support visit.

Common questions

  • Can I tick a step myself or hide the checklist? No. It goes away when the steps are done. The minus button (or clicking the pill) shrinks it back to the pill, and it stays minimised on every page until you open it again.
  • Can I move it? Yes. Drag the pill, or the checklist by its heading, anywhere on the screen. It stays where you put it on every page, and near the top or left of the screen the checklist opens downwards or to the right so it always fits.
  • I did a step but it has not ticked. It checks when you move to another page or come back to the tab, and every half minute while you are on it. The Chrome step ticks once the extension is signed in: click its icon in the Chrome toolbar and sign in.
  • Someone disconnected their mailbox after the checklist went away. The checklist does not come back. Anyone reconnects their own in Settings, Email & Calendar (under You), whatever their role.
  • My steps were all done before the checklist appeared. Then it never shows at all.