Guided tours and onboarding

IVPrior includes in-app onboarding for subscriber and platform admins: a QuickStart checklist (four trader setup steps: watchlist → scan → analyze → paper diary) and guided tours (overlay walkthroughs). Progress is saved per user so you can continue on another device. The subscriber welcome tour highlights Dashboard, Scanner, watchlist, and paper diary — not menu, locations, or orders.

Checklist vs tour

| Surface | What it tracks | Dismiss behavior | | ------- | -------------- | ---------------- | | QuickStart checklist | Six launch steps (Location, product, payments, branding, test order, publish menu) | Don't show again hides the checklist until you restart it | | Welcome tour | Short UI walkthrough (sidebar, Help, dashboard) | Skip tour hides only that tour; checklist can stay visible |

Completing checklist items happens when you perform the real action (create a product, publish a menu, etc.) — not when you close a tooltip.

Restart options

From the checklist panel (floating pill on desktop, sheet on mobile):

  • Start welcome tour — begins the shell walkthrough again if you haven't skipped it permanently.
  • Don't show again — dismisses the checklist (API skip on master getting-started).

To restart after skip:

  1. Open Help (header ?) and read this article.
  2. Use Start welcome tour from the checklist if you chose Show checklist again via restart API (platform/tenant self onboarding endpoints).

Restarting a tour (POST .../restart) does not automatically unskip the checklist — those are separate actions.

Checklist items explained

  1. Configure business — at least one Location exists for your tenant.
  2. Create first product — an active menu product was created.
  3. Configure payments — Stripe Connect reaches active for order payments (ADR-040, not SaaS billing).
  4. Customize store — tenant branding fields were saved (logo/colors).
  5. Test order — any order was created on the tenant (often a test checkout).
  6. Publish store — a Location menu was published (menuPublished).

Accessibility

With prefers-reduced-motion, welcome tours do not auto-start. Use Start welcome tour manually. Escape closes the overlay temporarily without permanent skip.

See also: Welcome / Dashboard · Owner sign-up.