Use and revisit the Setup guide

While setup is incomplete, use the Setup progress chip in the top-right of the workspace. The chip shows how many milestones remain and opens the guide without changing your saved business data.

You can close the guide at any point and continue working. Completed milestones remain saved, and the progress chip stays available until the remaining milestones are finished.

Open Support in the left navigation and choose Setup guide whenever you want a quieter permanent route to the same checklist.

Select any numbered milestone to review it out of order. The guide opens the real workspace screen and highlights the setting or action used to complete that milestone.

A milestone completes only after its underlying workspace action is saved or verified. Simply opening or closing the guide does not mark the milestone complete.

When the final milestone completes, Schedmo confirms success once and removes the progress chip automatically so completed setup does not compete with everyday work.

After completion, open Support, then Setup guide. The completed badge confirms the current state, and every milestone remains available for review or future changes.

Setup progress belongs to the workspace, so it follows owners and managers across browsers and devices. Team members without setup-management access do not see setup controls they cannot use.

If progress looks out of date after saving a setup choice, refresh the workspace once. If the matching milestone still does not update, open Help & support and include the milestone name and the screen where the change was saved.