Onboarding Checklist

Track whether each new student has completed key onboarding steps. Items can complete automatically when the system detects the action, or you can mark them manually.

Setting Up Your Checklist

1
Go to Settings → Onboarding
Navigate to Settings → Onboarding from the sidebar.
2
Click 'Add Item'
Enter the item name. Optionally choose an auto-trigger: the system will mark the item complete automatically when the selected action occurs.
3
Reorder items
Use the up/down arrows to set the order items appear on each student's profile.
4
Toggle active/inactive
Inactive items are hidden from the student profile but preserved in history.

Reviewing a Student's Progress

1
Open a student profile
Click any student in the Students list.
2
Click the Onboarding tab
You'll see a progress bar and each item with its completion status.
3
Manually mark an item
Owners and managers can click any item's toggle to manually check or uncheck it.

Auto-triggers

Items with auto-triggers complete themselves: uploading a photo triggers 'photo_uploaded', adding a guardian triggers 'guardian_added', and so on. You don't need to do anything — the system handles it.