How do I use the onboarding checklist to set up my account?
Work through the six first-run steps in the dashboard checklist, see how each one completes, and hide it when you're done.
Your dashboard includes a welcome checklist that tracks your first-run milestones. On a desktop-size window it sits as a floating card at the bottom of the screen; on a small window it's a percentage button in the header. Either one opens a side drawer with the steps and a completion percentage.
The drawer opens automatically right after the setup and demo-data step. After that, open it from the floating card or from Get Started in the account menu.
Work through the onboarding checklist steps
Each step has a button that takes you to the right place to complete it.
| Step | Completes when |
|---|---|
| Welcome to Fitsly! | Always complete — includes a link to follow Fitsly on Instagram |
| Add your first client | You create your first client |
| Build your first workout | You create your first workout |
| Assign training to a client | You make your first training assignment |
| Upload your profile photo | Your profile has a photo |
| Download the mobile apps | You tick "I downloaded the coach app" and "I downloaded the client app" in the Get the apps drawer |
Where the checklist appears
The checklist is on the web dashboard only. It doesn't appear in the coach mobile app, and it never shows on the Messages page — if it looks missing, open the web dashboard on another page.
Once every step is complete, the floating card disappears on its own. You don't need to dismiss it.
Hide the onboarding checklist
- Open the checklist drawer from the floating card.
- Click Hide checklist.
- Confirm when asked "Are you sure you'd like to hide this checklist forever?"
Quick answers
I hid the onboarding checklist — can I bring it back?
The floating card is gone for good, but the checklist itself isn't. Open Get Started in the account menu to see the drawer and your progress.