Getting started in your workspace

Your first login

Updated August 17, 2026

The first thing you see is your dashboard. A wide header greets you by first name with a sky image that changes through the day, so mornings and evenings look different. Under the greeting sits today's date and a short line about your contacts this month.

Below that is the setup checklist. It is titled "Finish setting up your store" and it only shows the steps you have not done yet. There are four possible steps, and each one is a link straight to the page where you finish it:

  1. Create your first product. Courses, ebooks, coaching or downloads. Takes you to All Products.
  2. Connect a payment provider. Take payments with Stripe or PayPal. Takes you to the Payments page.
  3. Publish your first page. A homepage or landing page for your brand. Takes you to Website Pages.
  4. Capture your first contact. Add a form and start building your list. Takes you to All Contacts.

Steps disappear as you complete them. Create a product and that card is gone the next time the dashboard loads. When all four are done the whole checklist section vanishes and your dashboard is just your numbers.

Do them in that order if you can. Product first, because everything else points at something you sell. Payments second, because a published page with no way to pay is a dead end. See Launch checklist for the full end to end order including your first sale.

Set your time zone early. The greeting, and more importantly the scheduling of marketing emails and automations, use the time zone saved on your account. Open the avatar menu at the top right, choose Settings, then Account details. Details are in Your account settings.

Then look around. The four cards under the checklist are your live numbers, the panels below them are your recent activity and quick actions. The dashboard explained walks through each one. When you want to know where a feature lives, read Finding your way around.