Your Setup Checklist

The short list at the top of your dashboard of what is left before your account does what you signed up for — what each step is, why a step can say "Couldn’t check", and how to hide it or bring it back.

When you create an account, the top of your dashboard shows a short checklist: what is left before the account works the way you meant it to. It is the same list on the website, the iPhone app and the Android app, and each step has a button that takes you straight to the form where it is done — the field you need is focused, or the form that adds the thing is already open. If a field needs your one-time code before it can change, the button asks for the code first and puts you back in the field.

What is on it

Everyone: your name, a phone number (and, if you like, confirming it with a one-time code) and your address.
Renters: before you have a lease, saving a home you like. Once your landlord sends a lease, signing it and adding a way to pay rent.
Landlords: adding your first property, connecting your payout account, publishing a listing and inviting your tenant.
Property managers: naming your company, adding your first property, connecting your payout account and, if you work with others, inviting a teammate.
Service pros: naming your business, adding your trade, connecting your payout account, adding your license and insurance if you hold them, and sending your first invoice.

How a step is checked off

Nothing is checked off by hand. Each step looks at the thing itself — the phone-number step is done when your account has a number, however you added it — so the list is never behind what you actually did.

A step marked "Couldn’t check" means Seayora could not read the answer just then. It is not something to redo; it settles on its own.
"Connect your payout account" is done only once the payment processor has approved the account. While your application is with them, the step says so.
Steps marked Optional are shown and counted in the progress (“3 of 5” means three of the five steps on the list are done), but the list is complete once every step that is not optional is done.
The address step opens a short form with address suggestions as you type; adding an address you did not have before needs no code. Changing an address you already saved is still done in Settings.
The checklist never blocks anything. Anything that genuinely needs a detail asks for it at the moment it is needed.

Asking Seayora to walk you through it

When the Seayora Console is switched on for your account, the checklist ends with “Prefer to be walked through it? Ask Seayora”. Pressing it opens the Console and asks it to take you through what is left, one step at a time. The Console reads this same checklist, so it only talks about steps that are not done, and each answer carries a button that opens the screen for that step. It never marks a step done itself — a step is checked off when the thing behind it is true, exactly as above — and it can only propose a change for you to approve, never make one. If the Console is not switched on for your account, the line is not shown.

Hiding it

Hide takes the card off your dashboard. On the website it stays in your account menu, under Setup checklist; in the apps it is in Settings, under Setup checklist. From there you can put it back.
Once every step that counts is done, the card leaves the dashboard by itself. You can still read the finished list from the same place.

Who does not have one

Accounts set up for you by somebody else — a property owner’s portal, a teammate on a company’s account, Seayora staff — have no checklist. The company’s owner looks after its setup.

Related guides

Related features and guides

Seayora Platform Overview — Documentation. What Seayora is, who it is for, and how the listings, leasing, payments, accounting, and service-pro tools fit together in one platform.
What the Seayora app can do that the website cannot — Documentation. Working with no signal, photographing a meter or an equipment plate, tapping a tag, measuring a room, and arrival reminders. What each one records, and what it does not.
Arranging Your Tools & Sections — Documentation. Reorder, pin and hide the entries in a hub so the three things you actually do are at the top — on every device.
How to Rent an Apartment: A Step-by-Step Guide — Guide. A renter’s step-by-step guide: setting a budget, the documents to prepare, applying, and what to check in the lease before you sign.
Rental Listing Software — 60 Days Free, Then $9/Month — Feature. Advertise apartments, houses, condos, and townhomes for rent. Every listing gets its first 60 days free, then $9/month while the unit stays vacant — charged a month ahead, with the unused days refunded the moment it rents. No brokerage fee, no setup fee, no subscription.
QuickBooks Integration — Feature. Connect QuickBooks Online and bring the chart of accounts, customers, vendors, items, open balances and past transactions into Seayora — checked against QuickBooks’s own trial balance before anything is written.