Complete onboarding
The four-step setup wizard that turns a fresh account into a working dealership.
Right after you verify your email, the onboarding wizard walks you through the essentials. You can't be locked out mid-way — your progress is saved as you go.
The four steps
- Dealer info — legal name, entity type, EIN, your business address, and contact phone/email. (Your EIN and other sensitive fields are encrypted at rest.) You can upload dealer license and tax documents now, or add them later in Settings.
- Locations — your primary lot's address, phone, and hours. You can add more locations later in Settings.
- Website basics — your storefront name and subdomain so customers can find your inventory online.
- Plan & payment — pick a plan and enter a card. Stripe handles the charge securely inside the app — you never leave the page.
The plan step is last and creates your subscription. Picking a plan with a trial means your card isn't charged until the trial ends — you'll see the first-charge date on the billing page.
When you finish, you land on the dashboard with a short guided tour highlighting where things live.
Changing anything later
Everything here is editable afterward:
- Dealer info, EIN, license → Settings → Dealer info
- Locations & hours → Settings → Locations
- Plan, card, invoices → Settings → Billing
FAQ
Can I skip the payment step?
You can explore on the trial, but a payment method is required to keep access after the trial ends — that's what the plan step collects.
My trial ended before I picked a plan.
Open Settings → Billing and choose a plan. Your data is safe; you just can't use the app until a plan is active.