> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dash-prep.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The onboarding wizard

> A short guided setup that configures Dashprep around how your store works.

When you first open Dashprep, a guided wizard walks you through setup in about five minutes. It asks a few questions about your store and uses your answers to set smart defaults — so the board looks right for your kind of business from the start. You can change anything later in [Settings](/config/settings).

There are **seven steps**.

<Steps>
  <Step title="Welcome" icon="hand-wave">
    A quick intro. Dashprep shows you the web address your prep board will live at, so you know where you're headed.
  </Step>

  <Step title="About your store" icon="store">
    Tell Dashprep what kind of store you run (bakery & custom cakes, restaurant & meal prep, catering, coffee & drinks, general food & beverage, or other), your typical daily order volume, and your team size. Your store type drives which fields show on order cards by default.
  </Step>

  <Step title="Dashboard preferences" icon="sliders">
    Choose your default view (all orders, unfulfilled only, or in progress), card density (compact or comfortable), and which fields appear on each order card — customer name, order total, line items, due date, tags, gift message, phone number.
  </Step>

  <Step title="Notifications & prep" icon="bell">
    Decide whether to play a sound when new orders arrive, turn on due-time warnings and set how many minutes ahead to warn, and enable prep stations if you want to split work across stations (you configure the stations themselves later).
  </Step>

  <Step title="Create your admin account" icon="user-plus">
    Set up the first login for your prep board — your name, email, and a password (at least 8 characters). This is the account you'll use to sign in at your board's web address, and to add the rest of your team.
  </Step>

  <Step title="Choose your plan" icon="credit-card">
    Pick a plan and start your **14-day free trial**. Plan selection and payment happen on Shopify's own secure pricing page, so your billing stays with Shopify. See [Plans & pricing](/billing/plans).
  </Step>

  <Step title="You're done" icon="circle-check">
    Dashprep confirms setup, starts syncing your Shopify data in the background, and gives you the link to open your board.
  </Step>
</Steps>

<Note>
  After you finish, Dashprep syncs your existing collections, products, and orders automatically. Large stores can take a few minutes to finish the first sync — the board fills in as it goes. See [Data sync](/config/data-sync).
</Note>

<Card title="Next: open your prep board" icon="arrow-right" href="/getting-started/your-dashboard">
  Sign in at your board's web address and pin it to a screen on the floor.
</Card>