In-app guides, Help Hub & setup checklists

First-login checklist

New users may see a short setup checklist on first login, walking through the basics for their role. You can dismiss it and pick it up again later from the Help Hub.

Step-by-step page guides

On some pages, a highlighted walkthrough points out key buttons and fields the first time you visit — helpful when a screen is new to you.

The Help Hub

Tap the Help button (usually a "?" icon) from anywhere in the app to search the Help Centre, replay guides, or start a checklist again.

None of this affects your data — guides are purely instructional and can be skipped at any time.