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After your first sign-in, Oviond opens a full-page setup flow at /onboarding. It walks you through six steps: your details, your company, and your first client. The flow is blocking — until you finish it, every other page redirects you back here, and there is no skip or dismiss control. Most steps are a single field, so the whole thing takes about a minute. Once you finish, Oviond creates your account, company, theme, first client, and a starter project, then drops you on that client’s Projects page. The flow is gated by the account.onboarding flag, which the backend sets when your account is created, so the flow never appears again.

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The 6 steps

1

What should we call you?

Enter your Full Name. This is your name as it appears throughout the app and in activity-log entries.
2

What is the name of your company?

Enter your Company name. This is the company name used on report headers, email footers, and shared links unless you override it with white-label branding.
3

What is your company's website?

Enter your Website (for example, yourcompany.com). If you leave off http:// or https://, Oviond adds https:// automatically.
4

How many clients do you report for?

Pick one option: 1 - 5, 6 - 20, 21 - 100, or 100+. This isn’t a hard limit — it’s used to tailor your setup.
5

Add your first client

Enter your first client’s details. Client Name and Client Website are required. You can also set Select Currency and Client Timezone. This step only collects the details — Oviond creates the client in the final step.
6

Almost done

Oviond finalizes your setup automatically. You’ll see Setting up your workspace while it detects your branding, applies your theme, and prepares your first project. No action is needed.

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Buttons

  • Steps 1 to 4 show a Continue button. It stays disabled until the field is filled in and valid. Pressing Enter also advances these steps.
  • Step 5 shows a Finish button. It stays disabled until the client form is valid.
  • Step 6 has no buttons. If finalizing fails, it shows a Retry button.

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What happens next

When you finish, Oviond makes a single POST /v1/onboarding call that:
  • Creates your account and saves your name, company name, and website.
  • Records your client-count bucket on the account.
  • Applies a default theme.
  • Creates your first client and a starter project.
  • Sets the account’s onboarding flag to done so the flow doesn’t show again.
  • Sends you to the new client’s Projects page.
You can update your name later under My account and your company details under Company.

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Troubleshooting

  • You can’t advance — each step validates its field before you can continue. Fix any inline error, then the button becomes active.
  • Website rejected — enter a simple domain (for example, yourcompany.com). Leave off paths and trailing slashes.
  • The flow reappears on a different device — it follows your account, not the device. Finish it on this device and it syncs.
  • Setup failed — if the final step shows an error, click Retry. If your email is already registered, sign in instead of going through onboarding again.