Your Onboarding Checklist Guide

Start your CleanCloud journey seamlessly! Log in, click 'Help', explore Tasks, and enjoy Product Tours for smooth onboarding.

Rafael Cardoso avatar
Written by Rafael Cardoso
Updated over a week ago

πŸ‘‹ Welcome to CleanCloud

As a new CleanCloud customer, you will have access to our onboarding checklist. This comprises a series of product tours intended to facilitate the onboarding experience as a new customer of ours.

By doing so, you will be able to speed up the onboarding process by setting up the core elements of your workflow and learning how to enter orders into CleanCloud. You will also learn what is essential in order to go live with our software.


Accessing Product Tours

Follow these steps for the best onboarding journey:

  1. Log in to your CleanCloud account.

  2. Locate the β“˜ icon in the top-right corner of your CleanCloud Dashboard and click 'Help'.

  3. This will bring up a Messenger page with several help options. Explore the 'Tasks' menu to discover available checklists.

  4. Begin your onboarding journey with product tours covering crucial settings and tips. Feel free to take breaks; resume where you left off without any hassle.

After completing all steps, you can still revisit product tours for reference whenever needed. Your CleanCloud journey starts here!

βœ… Please complete the full checklist to ensure you have the best onboarding experience possible.


Key Resources

We work hard to make sure CleanCloud is not only impactful for you and your customers, but easy and enjoyable to use. There are lots of places to help you get the most out of CleanCloud, depending on where you are or what you need:

Help Center πŸ“–

Where we have all our help articles like this one, how-tos and best practices all in one place. Great for one-shot unblockers for you and your team.

CleanCloud University πŸŽ“

Graduate at CleanCloud University and become an expert at using CleanCloud. Select from a range of courses tailored to your needs. It's a free service, and all you need is a CleanCloud account.


πŸ’‘ Tip

Need more help?

Explore our Help Center articles for answers. Contact us if you need further assistance.

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