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Articles on: Sprwt Supprt

What is the guided onboarding wizard and how do I open it?


The guided wizard (/admin/clientonboarding) walks the same onboarding checklist one task at a time and lets you do most of the work without leaving the page. Open it with the Use the guided wizard button on the onboarding checklist, or from Settings > Onboarding wizard in the classic left menu. It needs an admin role (or a Sprwt onboarder session) and – for the classic menu link specifically – a kitchen location selected, which prompts a kitchen-picker pop-up if none is chosen. On the page itself, with no kitchen selected the header shows No kitchen selected... Pick a kitchen from the selector at the top of the page and this page will fill in rather than blocking access outright. The page header shows the current step name, Step N of M, a short blurb and a Help button that starts tooltip guidance for that step.

Where to find it: /admin/clientonboarding