Onboarding checklist

Open Onboarding.

What it covers

The onboarding checklist appears on first install and remains pinned to the Dashboard until you've completed every step. Steps are auto-detected — you don't have to mark anything done manually.

1. Install widget on theme — opens your theme editor with the App Embed pre-toggled.
2. Create first plan — links to the plan editor.
3. Verify sender domain — DKIM + SPF in General Settings.
4. Connect a notification channel — email or SMS (Twilio).
5. Run a test subscription — places a $1 order on a test product to confirm the full flow.
6. Set retention rules — dunning + cancel-flow A/B.

Skipping steps

Each step is optional but the checklist won't auto-dismiss until step 1 (widget install) and step 2 (first plan) are complete — those are required for the app to do anything useful.