Onboarding

Complete the onboarding wizard to configure your workspace and start using Visiono.

Overview

After registration and payment, you'll be guided through a quick setup wizard to personalize your workspace. This process takes about 2 minutes.

Onboarding Steps

Step 1: Welcome

The first screen welcomes you to Visiono and provides a brief overview of what you can accomplish with the platform.

Click Next to proceed to the configuration step.

Step 2: Configuration

Configure your workspace settings:

Workspace Name

Field	Description
Workspace Name	Your company or project name
Required	Yes
Max length	255 characters
Example	"Acme Insurance", "John's Photography"

This name appears in:

• Your dashboard header
• Photo request pages (visible to customers)
• PDF reports
• Email notifications

Timezone

Field	Description
Timezone	Your local timezone
Required	Yes
Default	Europe/Rome
Searchable	Yes

Used for:

• Timestamps on photos
• Expiration times
• Report generation
• Activity logs

TIP

Start typing your city name to quickly find your timezone.

Default Message Template

Field	Description
Message Template	Pre-written message for sharing links
Required	No

This template is used when you copy the photo request link. Placeholders are automatically replaced with actual values.

Available Placeholders:

Placeholder	Description
{link}	Direct URL to the photo request
{link_code}	URL to code entry page (visio.now/code)
{code}	Access code (numeric or unique)

Plan Feature

The {link_code} and {code} placeholders require a plan that supports numeric codes.

Example:

Hi! Please send the requested photos using this link: {link}

Or enter code {code} at {link_code}

Becomes:

Hi! Please send the requested photos using this link: https://visio.now/ABC123

Or enter code 123456 at https://visio.now/code

Where is this used?

When you create a photo request and click "Copy Message", this template is copied to your clipboard, ready to paste into WhatsApp, SMS, email, or any messaging app.

Language

Field	Description
Language	Dashboard interface language
Required	Yes
Available	English

Coming Soon

Additional languages will be available in future updates.

After Onboarding

Once you complete the wizard:

1. Automatic redirect to your dashboard
2. Feature Tour starts automatically to guide you through the interface

Feature Tour

The interactive tour highlights:

• Navigation menu
• Create photo request button
• Settings access
• Quick actions

You can:

• Follow the tour step-by-step
• Skip the tour and explore on your own
• Restart the tour later from Settings

Changing Settings Later

All onboarding settings can be modified later:

Setting	Where to change
Workspace Name	Workspace Settings
Timezone	Workspace Settings
Message Template	Template Messages
Language	Profile Settings

Troubleshooting

Onboarding not loading?

1. Clear your browser cache
2. Try a different browser
3. Disable browser extensions
4. Contact support if issues persist

Made a mistake during onboarding?

Don't worry! All settings can be changed later from your dashboard settings. See Workspace Settings for details.

Next Steps

After completing onboarding:

1. Follow the Feature Tour to learn the interface
2. Review your Workspace Settings
3. Create your first Photo Request

Need help?

Contact our support team at [email protected]