Configuring the Welcome Wizard

When you first log in to Ubersmith or add a new brand, the Welcome to Ubersmith Wizard walks you through four critical configuration steps to support your business. While the wizard configures the most crucial options, it is highly recommended that you go through each of the pages in Settings to ensure all aspects of Ubersmith are properly configured.

Access the Welcome Wizard

1. From the Ubersmith Dashboard, click Settings.
   
   The Ubersmith Settings page appears.
2. In the Global Settings – Getting Started section, click Welcome Wizard.
   
   The Welcome Wizard page appears.

Completing the Welcome Wizard

1. Complete Step 1 of 4: Company Identity page. See Configuring Company Identity.
2. Click Next.
   
   The wizard advances to the second page.
3. Complete Step 2 of 4: Automatic Payment Options. See Configuring Credit Card Options.
4. Click Next.
   
   The wizard advances to the third page.
5. Complete the Step 3 of 4: Payment Processing Options page. See Configuring Payment Processing Options.
6. Click Next.
   
   The wizard advances to the fourth and final page.
7. Complete the Step 4 of 4: Billing Configuration page. See Configuring Billing Settings.
8. Click Finish.
   

Related Topics 

Configuring Company Identity

Configuring Credit Card Options

Configuring Payment Processing Options

Configuring Billing Settings