> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oviond.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> The 6-step setup flow shown after your first sign-in.

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.

## The 6 steps

<Steps>
  <Step title="What should we call you?">
    Enter your **Full Name**. This is your name as it appears throughout the app and in activity-log entries.
  </Step>

  <Step title="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](/company/branding).
  </Step>

  <Step title="What is your company's website?">
    Enter your **Website** (for example, `yourcompany.com`). If you leave off `http://` or `https://`, Oviond adds `https://` automatically.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## 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](/account/overview) and your company details under [Company](/company/overview).

## 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.