Ostira

Getting Started

Complete Your Onboarding Checklist

Summary

Finish onboarding steps so calendar, lead handling, and outreach workflows are configured correctly.

Steps

  1. Open onboarding and review incomplete setup tasks.
  2. Complete profile and starter contact steps.
  3. Connect calendar and confirm setup completion.

Expected Result

Onboarding shows complete and your workspace is production-ready.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Desktop screenshot for Complete Your Onboarding Checklist: Open onboarding and review incomplete setup tasks.
desktop Open onboarding and review incomplete setup tasks.
Mobile screenshot for Complete Your Onboarding Checklist: Open onboarding and review incomplete setup tasks.
mobile Open onboarding and review incomplete setup tasks.

Step 2

Desktop screenshot for Complete Your Onboarding Checklist: Complete profile and starter contact steps.
desktop Complete profile and starter contact steps.
Mobile screenshot for Complete Your Onboarding Checklist: Complete profile and starter contact steps.
mobile Complete profile and starter contact steps.

Troubleshooting

  • If a step does not persist, re-save and refresh.
  • If calendar setup blocks progress, continue onboarding and resolve calendar next.

Tips & Tricks

  • Complete onboarding in one session to avoid missed dependencies.
  • Use a small test contact set first before large imports.