Onboarding and Onboarding Videos

Where to find onboarding settings

Go to `Settings -> White-Label Configuration`, then open the `User Onboarding` tab. This tab holds both the sign-up settings and the onboarding checklist plus video controls.

Sign-up settings

The sign-up settings control whether customers can register on their own, what data you collect during registration, and what consent steps need to happen before or after the first login.

• Allow Signups controls whether self-registration is available at all
• Require Payment Before Signup works with Stripe-backed paid flows
• Capture Phone Number on Signup adds a phone field to registration
• Capture Consent on First Login is useful when you create accounts manually

Consent checkboxes

Custom consent checkboxes let you add things like terms acceptance, privacy acknowledgment, or optional marketing consent directly into the registration flow.

Each checkbox has a label, description, and required or optional status.

Onboarding checklist

The onboarding checklist is the guided setup experience your customers see in the dashboard. When enabled, it points them toward the key setup actions based on the features their plan actually includes.

This is one of the most practical activation tools in the whole platform because it turns an empty account into an obvious next-step workflow.

• Upload logo
• Connect review source
• Create feedback form
• Create campaign
• Send first review request
• Generate QR codes
• Set up a widget
• Share reviews socially

Call-to-action banner

The optional CTA banner sits beneath the onboarding checklist and gives you one clear next action to push. It can be used for booking calls, sending people to support content, promoting upgrades, or driving them into a community or training asset.

• CTA content is the message
• CTA button text is the action label
• CTA URL is the destination

Onboarding videos

You can upload onboarding videos directly into the customer dashboard experience. This is useful when you want customers to learn inside the platform instead of being sent somewhere else.

Videos appear only when the onboarding checklist is enabled and at least one active video exists.

• Videos need a title
• Descriptions are optional but useful
• A thumbnail is strongly recommended
• Display order controls the playlist sequence
• Active status controls visibility

Video requirements and practical advice

• Keep videos short and focused
• One topic per video is usually better than one giant walkthrough
• Use custom thumbnails for a more professional playlist feel
• Compress videos before uploading if needed

What customers actually see

On desktop, onboarding videos appear as a player plus a playlist. On smaller screens, they behave more like a card grid that opens into a fuller viewing experience.

Customers can collapse the section if they do not need it, which keeps the dashboard from feeling crowded after they know what they are doing.

Best practices

• Keep sign-up friction only as high as it needs to be
• Use the checklist as the default activation path
• Make the CTA point to the single next action that helps the most
• Start with 3 to 6 short onboarding videos before expanding the library
• Test the customer view rather than only trusting the agency-side settings page

Common troubleshooting patterns

• If customers cannot see the checklist, check that the checklist is enabled and that their plan actually includes the relevant features
• If videos are missing, check that the checklist is enabled and at least one video is active
• If a CTA is missing, confirm the CTA toggle is on and all required fields are filled in
• If uploads fail, check file size, duration, format, and video count limits

Common questions