Onboarding
Get new teams up and running fast with guided onboarding, step tracking, and an in-app help article system that reduces support tickets.
What you can work with
Step Tracking
Track which setup steps each user has completed. Resume exactly where you left off, even across multiple sessions or devices.
Guided Checklist
Show a clear checklist of required setup tasks — add products, invite team members, configure taxes, and more. New users always know what is next.
Help Article CMS
Create and manage in-app help content without writing code. Format articles with rich text, images, and embedded videos.
In-App Contextual Help
Surface relevant help articles based on the current page. Users get guidance without leaving the workflow or opening a separate tab.
Progress Reporting
Admins see team-wide onboarding progress. Identify users who need support and monitor completion rates across the organization.
Try it with a sample
User Sees Onboarding Checklist
On first login, every user sees a personalized checklist of setup tasks. The list adapts based on role and permissions.
Completes Steps
Users work through tasks like adding products, inviting team members, and configuring company settings. Each step is marked complete automatically.
Accesses Help Articles Anytime
At any point, users can open the in-app help panel to search articles, watch tutorials, or follow step-by-step guides without leaving the app.
Admin Tracks Team Progress
Administrators view a dashboard of onboarding progress across the team. Identify stalled users and offer targeted support where it is needed most.
Available On
Onboarding is available in the Vender Admin web application. Help articles and checklists guide users through every setup task.
Related Features
Ready to onboard your team faster?
See how Vender Onboarding gets new users productive in minutes with guided checklists and contextual help.