Plan: The dashboard checklist is for Admins (and Owners) on the 30-day Starter trial and paid plans. Standard members do not see it. Locked Growth items do not count toward progress.
Day one is the live checklist on Dashboard, not a morning/midday/afternoon script and not a “Workflow Pack” catalogue. Work the titles PayBlah actually shows so you do not surprise customers.
Who can do this
- Admins see Setup help and the card Finish setting up PayBlah (kicker Getting started, or Setup complete / You’re ready to use PayBlah when every applicable row is done).
- Standard users do not get this checklist. Their guidance lives on the pages they can use. Ask an Admin to finish setup.
Before the checklist
- Sign up: Start your free trial → Start your 30-day trial. Prefer Blank if you will activate the same day. Demo book is live sample data and can be emailed after Start following up. Isolated
/app/demois the one that cannot send. - Confirm email, save recovery codes, then Continue to login.
- Sign in at /app/login (Log in, then One more step).
- Confirm nav: Dashboard, Invoices, Customers, Workflows, Activity, Reports, Settings, Support. Payment Plans appears when that feature is on — there is no nav item named Arrangements.
Work the live checklist
Open Dashboard. If the card is hidden, Setup help → Show setup checklist. Each row uses the title and button below.
- Add business details — Add. Identity customers will see on reminders.
- Import overdue invoices — Import. Connect accounting if it is already available, upload a spreadsheet, or add one invoice. Continue only when overdue rows exist.
- Confirm email sending — Connect. Choose a ready sender you own and the reply address. No PayBlah shared-domain mailbox.
- Activate your first Workflow — Activate. Review the journey, choose invoices, then Start following up only when the book looks right.
- Connect customer payments — Connect. Shown only when a customer-payment provider is already available on the account. Payments go to your provider; PayBlah only reads status events.
- Review built-in protections — Review. Quiet hours, payment stops, disputes, and approvals.
- On Starter, two locked rows appear and do not count: Text messages and Reminder letters (Included from Growth) with See plans.
- On Growth and above: Set up text messages / Set up reminder letters / Invite a teammate with Set up or Invite. Letters are PDFs you download, print, and mark as sent — PayBlah does not post them.
The card shows N of T complete. Collapse or Hide setup checklist as you like. Footer: Take the Two-Minute Tour (18 in-product stops: Dashboard through Settings). Other Setup help actions: Reset onboarding tips, Explore the safe demo, Open Help & Support.
What you should see
Rows flip to Done from saved account evidence. After activate: Your first Workflow is live. Dashboard hero reads Overdue payments recorded. Sidebar: Payments · Last 30 Days.
If something goes wrong
- No checklist: you are probably Standard, or an Admin hid it.
- Invoices look wrong: do not click Start following up. Fix names and Never chase on Customers first.
- Need a sandbox: Explore the safe demo, not Demo book, if you must not be able to send.
What not to do on day one
- Do not treat PayBlah as a collection agency. You own the relationship and the send.
- Do not skip Never chase for accounts that must never get automated reminders.
- Do not mix isolated
/app/demowith signup Demo book.