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

# Onboarding checklist: from invite to a live program

> A step-by-step checklist for new Stell merchants: secure your account, review your program and pass design, issue a test pass, try enrollment and go live.

New to Stell? This checklist takes you from the invitation email to a live program your customers can join.

<Steps>
  <Step title="Sign in and secure your account">
    Use the temporary password from your invitation email, set your own
    password, and set up two-factor authentication. Full walkthrough: [your
    first login](/getting-started/first-login).
  </Step>

  <Step title="Get your bearings">
    Take the [portal tour](/getting-started/portal-overview): the dashboard, the
    sidebar sections, and the account menu. If your team has several companies,
    check you're working in the right one.
  </Step>

  <Step title="Review your program">
    Stell sets up your program with you. Open [Programs](/programs/overview) and
    check the essentials: the program status, whether tap to use (NFC) matches
    your setup, and that the wallet certificate is in place.
  </Step>

  <Step title="Polish the pass design">
    Open the [pass template editor](/pass-templates/overview) and make the pass
    yours: logo, colors, fields, and barcode. Remember that saving applies to
    all issued passes immediately.
  </Step>

  <Step title="Issue a test pass to yourself">
    [Issue a pass](/passes/issuing) with your own details, add it to your
    wallet, and check it looks right. If your stores are live, do a test tap and
    find it in the [transaction log](/transactions/overview).
  </Step>

  <Step title="Try the enrollment flow">
    Open your program's enrollment link or QR code and walk through it as a
    customer would. See [how enrollment
    works](/enrollment/how-enrollment-works). Check the texts, fields, and
    consents say what you expect.
  </Step>

  <Step title="Connect your systems (optional)">
    If your CRM, POS, or e-commerce platform talks to Stell, create an [API
    key](/api-reference/api-keys) per integration, and consider [event
    webhooks](/api-reference/webhooks/overview) on the program page for event notifications.
  </Step>

  <Step title="Set up your messaging (if you have Engage)">
    Import your [contacts, create segments](/engage/contacts-and-segments), and
    send yourself a test [campaign](/engage/campaigns) before the first real
    one.
  </Step>

  <Step title="Go live">
    Put the enrollment QR code where customers see it, brief your store staff on
    what a tap or scan looks like, and share [enrollment
    troubleshooting](/enrollment/troubleshooting) with your support team. For a
    full launch plan and example emails, posts, and in-store material, see
    [promote your program](/promote/overview).
  </Step>
</Steps>

Stuck on any step? [Contact support](/support/contact). For onboarding questions, email works best.


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