The Get started card
A short list at the top of Home that walks a new workspace's owner through the first things to set up.
When you own a new workspace, Home opens with a Get started card. It lists the few things that make lmnts useful, in a sensible order, and keeps track of what you have done.
What is on the card
- The title Get started, a line that says how many steps are done (for example "1 of 5 done"), and a progress bar.
- One row per step: its title, one line about it, a button that takes you there, and a How link to the help article for that step.
- Steps tick themselves when lmnts sees they are done. You never tick them by hand.
The steps for your plan
| Step | Button | Plans |
|---|---|---|
| Add your first client | Add a client | Studio, Studio+ |
| Add your logo | Add logo | Creator, Creator+ |
| Connect a social account | Connect | All |
| Invite your team | Invite | Creator+, Studio, Studio+ |
| Give a client a login | Invite | Studio, Studio+ |
| Make your first post | New post | All |
Each step has its own help article: Add a client, Client settings for your logo, Connect your social accounts, Invite a team member, Give a client a login and Create a post.
Who sees it, and for how long
- Only the workspace's owner (its Super Admin) sees the card. The rest of your team and your clients never do.
- It stays at the top of Home until every step is done.
- Click Hide to put it away sooner. It is hidden for good, and only for you.
Related
Your Home page
Choose which cards Home shows, drag them into your order, and size each one.
Add a client
Add a business you post for, and optionally invite someone from it in the same step.
Connect social accounts
Which networks lmnts posts to, where each client's accounts are connected, and who can connect them.
Create a post
Start a post for a client, write the caption, add pictures or video and choose where it goes. Everything saves as you go.