Can I give my clients a step by step checklist when they first log in?

Yes. When your clients log in they see a Getting started guide, and you can build your own version of it, customizing the steps so they match what your business needs from the client.

This is useful when you rely on the client to do something first. For example, step one could be send us your tax documents, or upload your customer list for a database reactivation campaign. A step by step checklist makes it clear what the client has to do.

You can create multiple guides, so each package can have its own checklist.