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Introduction
The organization setup wizard guides Organization Admins through first-time configuration — profile details, structure, and launch readiness. Use it alongside the onboarding checklist when you want step-by-step prompts instead of a task list alone.
Objectives
After reading this article, you will be able to:
- Start the setup wizard from your Organization Admin workspace
- Complete wizard steps without losing progress
- Resume the wizard after signing out or switching devices
Prerequisites
- Organization onboarding checklist — recommended context
- Verify your email address
- Organization Admin workspace access
Video tutorial
YouTube embed placeholder — replace with a published video ID in Stage 5.
Steps
Step 1: Open the setup wizard
- Sign in as an Organization Admin.
- Open your organization workspace via the workspace switcher.
- Click Setup wizard, Get started, or the onboarding prompt on your dashboard.
If you recently signed up for a business plan, you may also reach the wizard from resume business onboarding.
Step 2: Complete each wizard step
The wizard presents one topic per screen. Typical steps include:
- Organization name and public profile basics
- Sub-unit structure (if your organization uses chapters or teams)
- Payment readiness overview (Stripe Connect may link out to Stripe)
- Communications and launch readiness summary
- Read the prompt on each screen.
- Enter required information.
- Click Continue, Save, or Next to advance.
- Use Back if you need to revise a previous step.
Step 3: Finish or pause the wizard
- On the final screen, click Finish or Go to dashboard.
- Return to the onboarding checklist to confirm all required items are complete.
- If you paused mid-wizard, reopen Setup wizard from the dashboard to continue.
Best practices
Common mistakes
Troubleshooting
| Problem | Likely cause | Solution |
|---|---|---|
| Wizard does not appear | Onboarding already marked complete | Use the checklist for remaining tasks |
| Progress lost | Different Trepy account or org | Confirm workspace and organization name |
| Stripe step fails | Stripe verification incomplete | Complete Stripe requirements and return to the wizard |
| Cannot continue | Required field missing on current step | Review validation messages on the form |
Frequently Asked Questions
Is the wizard required?
It is strongly recommended for first-time Organization Admins. You can complete the same tasks from the checklist manually.
Does the wizard replace the checklist?
No. The wizard guides you; the checklist tracks overall readiness.
What should I do after the wizard?
Confirm checklist completion, then proceed to events and ticketing articles in the next Help Center journey.
Related articles
- Organization Onboarding Checklist
- Resume Business Onboarding After Signup
- Organization Admin vs Sub-Admin Roles
Next steps
Create your organization structure: Create and manage sub-units.
Release notes
_No release note links yet._