Launch Pad

Customize your onboarding and setup experience with full control over your launchpad checklist. Rearrange prebuilt checklist items, create new tasks, and show or hide specific steps as needed.

Customize your onboarding and setup experience with full control over your launchpad checklist. Rearrange prebuilt checklist items, create new tasks, and show or hide specific steps as needed.

Track and monitor your agency’s launchpad progress in one centralized view. View key insights into total locations, checklists, onboardings, and steps, along with overall completion progress. View average completion rates across checklists, onboardings, and steps, and drill down into individual locations to see detailed progress and status.

Launch faster with ready-made, fully branded Launch Pads designed for a seamless user onboarding experience.

Create and manage Launch Pad tasks to guide users through setup and onboarding.

Add helpful videos to your LaunchPad to guide users through setup, onboarding, and key features.

Provides a detailed documentation entry for the Launch Pad Preview – Checklist Navigation side panel, which allows users to switch between available onboarding modules and monitor overall progress metrics across all account setup phases.

Provides a detailed documentation entry for the Launch Pad Preview – Checklist Completion Tracking workspace, which enables sub-account users and agency teams to track onboarding progress, review active setup modules, and verify completed asset tasks.

Provides a detailed documentation entry for the Launch Pad Preview – Guided Onboarding Access task panel, which allows sub-account users to review specific setup items, complete action items, and access embedded guidance assets within an active onboarding module.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Management Dashboard workspace, which enables agency administrators to create, reorder, configure visibility, and manage details for onboarding checklists across client accounts.

Provides a detailed documentation entry for the Launch Pad Configurations – Create New Checklist action button, which allows agency administrators to open the creation modal and initialize new onboarding checklist workflows.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Search input control, which enables agency administrators to instantly search and filter onboarding checklists within the management dashboard.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Reordering controls, which allow agency administrators to adjust the display hierarchy and sequence of onboarding checklists shown to clients.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Visibility Indicators toggle buttons, which allow agency administrators to control the public availability of individual onboarding checklists across client sub-accounts.

Provides a detailed documentation entry for the Launch Pad Configurations – Required Checklist Indicators toggle controls, which allow agency administrators to designate specific onboarding checklists as mandatory for client sub-accounts.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Detail Access (View Detail) actions, which allow agency administrators to open and manage sub-onboarding modules, tasks, and instructional assets within a selected checklist.

Provides a detailed documentation entry for the Launch Pad Configurations – Checklist Titles and Descriptions (Create New Checklist) modal window, which enables agency administrators to set the display title, descriptive guidance, and group assignment settings for new onboarding sequences.

Provides a detailed documentation entry for the Launch Pad Configurations – Multiple Checklist Organization directory table, which allows agency administrators to view, organize, and manage all configured onboarding checklists in a single master list.