Where to find the Getting Started guide

Follow the steps in the Getting Started guide in your new plan to get it up and running

On the home page of any plan you can find the Getting started guide:

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The guide takes you through the 4 key steps to setting up and working with a new plan. Mark complete as you go through each step to keep track of where you are. In the next sections of the Help desk we will take you through each step in more detail.

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You can dismiss the guide at any stage by clicking Dismiss on the top right. If you want to show the guide again, simply go to the bottom of Plan settings and enable it.

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