Platform & Administration

Guided Setup & Onboarding

Every module tells you what to configure next.

Module setup guides track milestones—vendors, reagents and QC, instruments, insurance routing, products, and more—and deep-link to the right screen. A first-login coach orients new users to the workspace, and guided flows like equipment setup finish the job in context.

Capabilities

What you can do

Setup guide checklist

Progress like '7 of 11' with links to finish each step.

First-login coach

A short orientation to the workspace chrome.

In-context flows

Guided equipment setup links instrument, vendor, reagents, tests, and QC.

See Guided Setup & Onboarding in action.

Start a free organization in minutes, or book a walkthrough with our team. Turn on only the modules you need—add more any time.

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