When you first create your PocketOS account, the onboarding checklist guides you through essential setup steps. Complete each item to get your organization fully operational.

Typical Checklist Items

1. Complete your profile — Add your name, photo, and contact info
2. Set up your garage — Name your organization and set your showroom handle
3. Add your first vehicle — Enter a VIN or manually add vehicle details
4. Upload vehicle photos — Add photos for your vehicle listings
5. Set rental pricing — Configure daily, weekly, and monthly rates
6. Create an agreement template — Set up your rental agreement for e-signatures
7. Configure settings — Set up tax rates, porter rates, and other preferences
8. Connect Stripe — Link your Stripe account for payment processing
9. Invite your team — Add team members to your organization

Completing the Checklist

Each item marks complete automatically when you finish it. The checklist shows your progress percentage and highlights the next recommended step.

Can I Skip the Checklist?

Yes. The checklist is a guide, not a blocker. You can start using PocketOS immediately and complete setup items as you go. However, certain features (like accepting payments) require their prerequisite steps (like connecting Stripe).

Frequently Asked Questions

Where do I find the checklist later?
The onboarding checklist appears on your dashboard until all items are complete. Once complete, it's hidden.