/onboarding runs once per organization, right after signup, and builds the school record itself. The Getting Started checklist is a separate, ongoing widget on the dashboard that tracks what each user has done since. This page covers both and keeps them distinct.
The setup wizard (/onboarding)
The wizard appears the first time the organization’s creator signs in, before any school profile exists. It is forced. Zion checks for aschools row matching the Clerk organization, and if none exists, the wizard renders instead of the dashboard.
School Profile
Enter the school name (required, 2 to 100 characters), plus optional city, country, contact email, and contact phone. Timezone defaults to UTC and language defaults to English, the only language currently offered. Continue calls
createSchoolProfileOnboarding and creates the schools row.Academic Terms
Add at least one term with a name and a start and end date. Continue stays disabled until one term exists. Use “Add Another Term” to add more before moving on.
Learning Centres
Add at least one centre with a name (required), an optional description, and an optional capacity. Continue stays disabled until one centre exists.
If you navigate to
/onboarding again after the school profile already exists, Zion does not replay the wizard. It shows a static “Onboarding Complete” screen with links to the dashboard and to School Settings.The Getting Started checklist (dashboard widget)
This is a different feature. It is a per-user, per-role checklist that appears on the administrator, supervisor, and monitor dashboards, and it has nothing to do with whether the wizard above has run. It tracks a role-specific list of onboarding actions (the steps differ between an administrator and a supervisor or monitor) and shows a completed-versus-total counter. Each row in the checklist links to the real page where that action happens. For example, an administrator’s “school profile” step links to/settings/school, and a supervisor’s “practice Goal Check” step links to the Goal Check entry screen. Completed steps show struck through; open steps stay active.
You can clear a step in either of two ways.
- Click the row to go do the action. Some actions, like saving the school profile, tick the matching step automatically once you complete them.
- Tap the circle icon next to an open step to mark it done manually, without navigating anywhere.
Dismissing, reopening, and resetting
- Dismiss (self)
- Reopen (self)
- Reset for another user (administrator only)
Click “Dismiss” on the widget to hide it permanently. This records your completion timestamp so the checklist will not reappear on future visits, even with steps still open.
Keeping the two systems straight
Setup wizard (/onboarding) | Getting Started checklist (dashboard widget) | |
|---|---|---|
| Runs | Once per organization | Ongoing, per user |
| Trigger | No schools row exists yet for the org | Rendered whenever a role has open steps |
| Who sees it | The org creator, before the school profile exists | Administrator, supervisor, and monitor dashboards |
| What it does | Creates the school profile, first term, first centre, and optional staff invitations | Tracks and links to onboarding actions already available elsewhere in the app |
| Can you replay it | No, once a school profile exists it shows a completion screen instead | Yes, self-reopen from Profile, or an administrator can reset it for someone else |
Organization: Teaching Staff and Users
Invite, manage, and reset onboarding for staff after the wizard is done.
Learning Centres
Add and manage the centres created during Step 3 of the wizard.
Academic Terms
Manage terms beyond the first one created during onboarding.
Administrator: Onboarding
A role-specific walkthrough for administrators finishing initial setup.