Onboarding Tour¶
When you first sign in to Brightenly, a welcome guide walks you through the key areas of the product. You can follow along at your own pace or skip it and explore on your own.
What the tour covers¶
The onboarding tour highlights the following areas:
- Dashboard — your business overview at a glance
- Kanban board — how projects move through your pipeline
- Contacts — where your clients and leads live
- Conversations — your email inbox inside Brightenly
- Invoices — creating and sending your first invoice
Returning to the tour¶
If you dismissed the tour and want to revisit it, you can access the onboarding checklist from your account settings. Each step can be expanded individually — you don't have to restart from the beginning.
Feature guides¶
Throughout Brightenly, small contextual hints explain what each feature does the first time you encounter it. These appear automatically and can be dismissed once you're familiar with an area.