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Quick Start

Welcome to Volv Analytics. This guide walks through the current onboarding flow so you know what to expect as you set up your workspace.

Before You Begin​

Have these ready before you start:

  • CRM access: The onboarding flow requires a CRM connection before you can continue.
  • Zoom account (optional): If your team uses Zoom, you can configure it during onboarding.

Step 1: Sign Up and Sign In​

Use the signup link provided by your administrator to create your account, then sign in. Authenticated users who have not finished onboarding are taken into the setup wizard.

Step 2: Start the Setup Wizard​

The wizard opens with a welcome screen and a Get Started button. From there, Volv Analytics guides you through each setup step in order.

[ASSET REQUEST]

Target Image: onboarding-wizard-welcome.png
Page: Getting Started > Quick Start
UI State: Initial welcome step of the onboarding wizard.
Crop/Focus: Center the welcome card and "Get Started" button.
Annotations: None.
Owner/Source: Product Design Team

Step 3: Follow the Current Onboarding Sequence​

The current wizard order is:

  1. Welcome
  2. Zoom Setup
  3. Integrations
  4. Company Settings
  5. Data Sync
  6. Role Assignment
  7. Booking Mode
  8. Reconciliation
  9. Learning

On the Integrations step, the visible integration cards are CRM, Zoom, Stripe, and Calendly. CRM is required to proceed.

During the rest of the flow, you'll configure company details, import historical data, assign team roles, choose booking mode settings, verify your data, and complete the learning step.

Step 4: Finish Onboarding​

After you complete the learning step, onboarding is marked complete and you can continue into the product with your setup saved.

Next Steps​

Now that you're set up, explore the Onboarding Wizard guide for a deeper look at each step, or visit the Integrations section to learn more about connecting your tools.