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Special CasesOwner

Finishing Your Setup via the Onboarding Checklist

When to use this guide: If you skipped steps during the Setup Wizard (such as adding pharmacists or uploading products) and want to complete them later.


How to Use the Setup Checklist

1. View Pending Tasks on Dashboard

Whenever you log in, your main Dashboard displays an Onboarding Checklist panel showing any setup steps that still need attention.


2. Complete Pending Items

Click on any pending item (for example, Add Drug License Numbers or Bulk Import Products). BitMed takes you directly to the exact Settings page to complete that task.


3. Automatic Checkmarks

As soon as a task is completed, it ticks off automatically with a green checkmark. Once all setup steps are done, the checklist disappears from your dashboard.

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