Starting something new can feel overwhelming, especially when you’re managing your own business. To make setting up your Snapshots simple and stress-free, there’s now a helpful onboarding experience built right into the Snapshot section.
📌 Why This Matters
Having clear step-by-step guidance and quick access to learning right where you work means you can get started faster, avoid confusion, and focus on what matters most — your business.
✨ What’s New
- First-Time Onboarding Experience: If you haven’t created any Snapshots yet, you’ll see an easy-to-follow introduction that guides you through the basics.
- In-App Learning Resources: Short videos and helpful articles are available right inside the Snapshot area to assist you with creating, importing, sharing, and updating Snapshots.
- Smart UI Transition: Once you’ve made your first Snapshot, the onboarding guide minimizes into a compact Help panel or floating icon — keeping support handy without cluttering your workspace.
🛠️ How to Use It
- Step 1: Go to your Snapshot section where you’ll be welcomed with the onboarding guide if it’s your first time.
- Step 2: Watch the short instructional videos or browse the help articles to understand how to create or import your Snapshots.
- Step 3: Follow the simple, step-by-step prompts to create your first Snapshot.
- Step 4: After setup, use the minimized Help panel to revisit guidance anytime you need without distraction.
💡 Pro Tip
Taking a few minutes to use the guided onboarding not only saves time but helps ensure your setup is accurate from the start — making your daily operations smoother and boosting your business productivity.
