How to Resume Business Onboarding After Signup

5 min readbeginner
Organization Admin

Introduction

If you started business signup for your organization but closed the browser, cancelled payment, or switched devices before finishing setup, Trepy saves your progress. This guide shows Organization Admins how to resume onboarding and pick up where you left off.

Objectives

After reading this article, you will be able to:

  • Find the resume onboarding entry point after business signup
  • Continue setup after a successful or interrupted payment flow
  • Move from resumed onboarding into the checklist and setup wizard

Prerequisites

Video tutorial

YouTube embed placeholder — replace with a published video ID in Stage 5.

Resume onboarding prompt on Organization Admin dashboard
After business signup, Trepy prompts Organization Admins to continue setup from the dashboard.

Steps

Step 1: Sign in with your organization account

  1. Go to App.Trepy.com.
  2. Sign in with the email used for business signup.
  3. Complete email verification if prompted.

Step 2: Open the Organization Admin workspace

  1. Use the workspace switcher.
  2. Select your Organization Admin workspace for the new organization.
  3. Look for Resume setup, Continue onboarding, or a setup progress banner on the dashboard.

Step 3: Continue onboarding

  1. Click Resume setup or Continue onboarding.
  2. Trepy opens the next incomplete step — often the setup wizard or a checklist item.
  3. Complete the current step and save your progress.

Step 4: Move to the onboarding checklist

  1. After resuming, open the organization onboarding checklist.
  2. Confirm which required items remain.
  3. Finish remaining tasks before publishing events or selling paid tickets.

Best practices

Common mistakes

Troubleshooting

ProblemLikely causeSolution
No resume promptSignup not completed or wrong accountVerify login email; check for confirmation email from signup
Payment cancelledCheckout interruptedRestart business signup payment from the billing entry point Trepy provides
Empty organization after resumeWrong org in switcherSelect the correct organization name in the workspace picker
Setup wizard loopsIncomplete Stripe or profile stepComplete the blocking step shown in wizard validation

Frequently Asked Questions

I closed the browser during payment. Is my organization created?

It depends where you stopped. Sign in and check for an Organization Admin workspace. If none exists, restart business signup.

Can I resume onboarding on another device?

Yes. Sign in with the same account and open the Organization Admin workspace.

What if I need to change plans after signup?

Plan changes are handled in Trepy billing settings. Finish core onboarding first using the checklist.

Next steps

Open the organization onboarding checklist and complete required setup items.

Release notes

_No release note links yet._

Next step

Next: How to Complete the Organization Onboarding Checklist