The Onboarding Wizard

When you first sign up for Dear, you'll see a welcome message on your dashboard with an option to Take The Tour. This onboarding wizard guides you through the essential steps to get started with creating and sending your first event invitations.

Starting the Onboarding Wizard

The onboarding wizard appears automatically when you first log in. You'll see two options:

- Take The Tour - Click this to start the guided setup process

- Skip The Tour - Click this if you'd prefer to explore on your own

If you skip the tour, you can always restart it later from your Profile settings.

## What the Wizard Covers

The onboarding wizard walks you through five key steps:

Step 1: Templates

Before you can create an event, you need to select a template. Templates are pre-designed invitation packages that include:

- Beautiful invitation designs

- Pre-written message templates

- RSVP forms customized for your event type

- Fields for event details like date, time, and location

What you'll do:

1. Click Browse Templates to open the template gallery in a new tab

2. Browse templates by event type (weddings, birthdays, anniversaries, etc.)

3. Select a template that matches your event style

4. Return to the wizard and click Next to continue

Already have templates? If you've previously added templates to your collection, the wizard will show them and let you skip ahead.

Step 2: Events

Once you have a template, you can create your first event. An event is where you'll set all the specific details for your occasion.

What you'll do:

1. Click Create Event to open the event creation page in a new tab

2. Choose which template to use

3. Fill in your event details (date, time, venue, etc.)

4. Save your event

5. Return to the wizard and click Next to continue

Note: You must have at least one template in your collection before you can create an event. If you see a warning message, go back to Step 1 and add a template first.

Step 3: Attendees

Attendees are the people you'll be inviting to your event. Dear keeps your guest list organized and lets you reuse contacts across multiple events.

What you'll do:

1. Click Add Attendees to open the attendee form

2. Enter guest details:

- Name - The guest's name (or family name for group invitations)

- Email - Their email address (required for sending invitations)

- Phone - Optional phone number

3. Click Add Another Attendee to add more guests

4. Click Add Attendees when you're done

5. Click Next to continue

Tip: You can add multiple attendees at once during this step. Don't worry about getting everyone - you can always add more attendees later from the Attendees page.

Step 4: Features

This step gives you an overview of what Dear can help you with:

- Send Invitations - Create beautiful, customized invitations and send them via email

- Communicate with Guests - Send updates and announcements to your attendees

- Track RSVPs - Monitor responses in real-time to see who's attending, who declined, and who hasn't responded

Click Next to continue to the final step.

Step 5: Complete

Congratulations! You've completed the onboarding wizard. You now have everything you need to start using Dear:

- Templates in your collection

- Your first event created

- Attendees added to your guest list

Click Complete Setup to close the wizard and return to your dashboard.

Restarting the Onboarding Wizard

If you skipped the wizard or want to go through it again:

1. Click on your name or avatar in the top-right corner

2. Select Profile from the dropdown menu

3. Scroll down to the Getting Started section

4. Click Restart Onboarding

This will reset the wizard so you can take the tour again from your dashboard.

Skipping Steps

You can skip any step in the wizard by clicking Next without completing the suggested action. However, keep in mind:

- You need at least one template before you can create events

- You need at least one event before you can invite attendees

- You need attendees before you can send invitations

The wizard will show helpful warnings if you try to proceed without completing prerequisite steps.

Tips for Getting Started

1. Start with a template - Browse the template gallery and find one that matches your event. You can always change templates later.

2. Don't worry about perfection - You can edit all your event details after creation. Just get started!

3. Add attendees gradually - You don't need your complete guest list right away. Add people as you confirm them.

4. Explore the dashboard - After completing the wizard, take time to explore the different sections of Dear.

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