The first time you login to the Platform you are directed to the Business Setup Page. 

This information is separate from your Membership Account, even though some of the information is duplicated.  The reason this was done, quite simply is to make it more configurable and keep your Checklist configuration independent of your Membership Account.  Care and attention should be taken when choosing your Settings as this affects how your Checklists are configured. 

As much information as possible has been taken from your initial registration process, so some of this information is auto-filled in for you.  However, you should take care and attention to update these values to something more meaningful and bespoke.

This process also allows you to have a user environment, that is specific and dedicated.    It has been designed to create an individualized user experience, which helps with automation.  Some of the information is used specifically in your Checklists, as well as for display purposes in your environment. 

A Business can use this information and configuration in Standardising their Procedures and Policies,

And should match as much as possible, what is currently used in house. 

Your ‘Business Setup’ is made up of the following Menu options (FIG.01):

• 1.3.1 Business Details
• 1.3.2 Checklist Administrator
• 1.3.3 Address
• 1.3.4 Support Details
• 1.3.5 Date And Time Zone
• 1.3.6 Business Logo
• 1.3.7 Platform Header

This is where you will find some basic information about your business. 

1.3.1 Business Details

Business Name

This is the name of your Business.  This value is taken from the Registration process and is separate from your Account Details.

• It appears in the Header of any Checklists you create by Default.  This can be Disabled on an Individual Checklist basis.
• It appears in the Platform Header if you have your Platform Header Enabled (See Platform Header below). 
• There is a System ShortCode assigned (see ShortCodes) to this value, so you can insert this anywhere that is ShortCode Enabled in your Checklists.

Business Website

This is the name of your Business Website.   

• It appears in the Platform Header if you have your Platform Header Enabled (See Platform Header below)
• There is a System ShortCode assigned (see ShortCodes) to this value, so you can insert this anywhere that is ShortCode Enabled in your Checklists.

System Identification (ID)

This is a Unique Business/System Identification (ID).  This Identifies your System to the Platform.  It is used to create Unique values that are specific to your Environment, such as Short Codes (See Short Codes), Internal Database names, etc.  This value is taken from the Registration process and is separate from your Account Details.  This value is initially created from your Business Name.

NOTE	This is the only setting that cannot be disabled.  It is required at all time for your environment to exist.  This value should be kept, or changed to something more meaningful.

• Is used to create unique values/identifiers specific to your environment.

For example, all User Short Codes are prefixed with this ID.

• Up to 10 characters are available.
• Can be updated at any time.  (This has no adverse effect on your Environment)
• Is used in Naming Conventions to standardise your environment (seen and unseen)
• It appears in the Platform Header if you have your Platform Header Enabled (See Platform Header below)
• There is a System ShortCode assigned (see ShortCodes) to this value, so you can insert this anywhere that is ShortCode Enabled in your Checklists.

Business Days

These are the days that your Business runs Checklists. 

• Is used for Automation purposes. 

If you create a job for example to appear on a checklist, it uses these values to define the days you want the job to run. 

• Can be overridden/amended.
• Used in Reporting.
• By Default, Monday to Friday is selected.

SETUP

Business Days is a good example of a value that would otherwise go unnoticed or not used.  The Platform uses this value to help with Automation.  If your Business Days are just Weekends (Saturday and Sunday) for example, when adding any work that is dependent on Scheduling,  then we only show Saturday and Sunday.  You are given the option to select/de-select any of the days if you wish.  If you generally have work that can run over 7 days, then change this setting as appropriate.

• Some helpful resources and links. 
• Your Account Name and Registered Email address.
• Some basic information on your Environment.

Keep this Email safe and secure as it details not just account registration information, but additional information on your environment creation.

There is a link to ‘The Checklist Centre Introduction Video’, done by one of our Trainers, which we strongly recommend you watch first, before you do anything.  The main purpose is to complete your Business Setup.  Watch this video as the Initial Setup that you perform, will play a larger role in the way the Platform behaves. 

You can always go back to the Training Video or update the Business Setup anytime you wish.

SAVE	It’s a good idea to keep this Email safe and use it for reference later.  Even better, open the Links and bookmark them for ease of access.  Especially for .the Knowledge Base and the Frequently Asked Questions Page (FAQ)

Our registration process goes beyond the typical requirements to gather additional information. This approach serves two essential purposes: first, it streamlines the setup process, saving you valuable time; second, it enables us to craft a dedicated environment tailored precisely to your needs.

Once you have decided on which plan is best suited to your needs, the registration process entails two distinct stages:

• Account Registration
• Environment Building.

These stages are designed to ensure a comprehensive and seamless experience, avoiding any duplication of data. While the registration primarily focuses on your membership, additional information is requested solely for the purpose of facilitating the creation of your Checklist Environment on the Platform; part of which is your Business Setup. Rest assured that this additional information is not used for any other purpose.

During the Account Registration phase, it is of utmost importance that you provide accurate and complete information. This step establishes your Account Membership, which is independent from the Platform. Once your Account Registration is successfully completed, we move on to the Environment Building phase. This stage involves customizing your account settings and configurations to create an environment that aligns precisely with your needs and preferences. By handling this process on your behalf, we eliminate the need for you to build the environment manually.

Please note that while modifications can be made to your account details in the future through the Account and Business Setup options, it is crucial to ensure the accuracy of the information initially provided.

After the completion of both the Account Registration and Environment Building phases, you will be directed to PayPal for secure payment processing. Once the payment is confirmed, you will be seamlessly redirected back to your account’s home page or landing page.

NOTE	Be aware that is a one-off, first-time process that will take you to your Business Setup for verification.  This is where you can check all the information is accurate and apply any changes for a more detailed Business Setup.

If you have any questions or encounter any difficulties during the registration process, our dedicated support team is here to assist you promptly. All you need to do is Contact Us via the Contact Us page, specifying the “Support Department,” and someone will get back to you as soon as possible.