Go to Settings > Business > Get started ("Set up QrX for your business step by step").

The Settings card shows your progress (for example 4/11) or a New pill when QrX added steps since you last looked.

For new accounts the guide can also open automatically as a pop-up once per browser session, until everything is done. Tick Don't show this again in the pop-up to stop that. The guide stays available in Settings.

The title is "Get QrX ready for your business". A progress ring shows how far you are, and Next up shows the next step to do.

Each step card shows an estimated time in minutes, a button that takes you straight to the right screen, and Learn how, which opens a help article in a side panel.

Most steps complete automatically as soon as your account meets them, shown as Done automatically. Manual steps have a Mark as done button.

Some steps are locked until an earlier step is done ("Unlocks after: ...").

Progress is shared by your whole company. Hiding the pop-up is personal.

Steps that need a permission you do not have are hidden for you. Ask your administrator if you miss a step.

The first time you open the guide it asks What describes you best?, unless you already answered at sign-up. Not sure? Answer 3 questions gives a recommendation.

The guide header shows your path. Change path (pencil icon) switches it; before you confirm, QrX shows which steps appear and which are hidden. Finished steps stay finished.

Add module adds steps for extra features to any path: Shopify, API and webhooks, Returns, Customer communication, Multiple clients, Pack station and Warehouse (WMS).

The path is shared by your whole company. Only an administrator can change it; other users see it read-only.

Accounts that existed before paths keep the Standard guide until an administrator picks a path.

Set up your business: sender address, company details (through Ask QrX), invite your team.

Connect your Shopify shop: install the app, add "QrX - Payment on delivery" to your checkout, receive your first order.

Create your orders: first transaction by hand, import from a spreadsheet, add your products.

Connect your system: API key, access token, first test transaction, webhooks.

Ship for several client webshops: a channel and payment provider per client, branding per client, or Partner Access.

Connect your platform with QrX Connect: client id, first merchant connection, test transaction, certification.

Ship on autopilot: carrier, label printer, shipping rule, first label.

Set up your warehouse: request the pack station or start the QrX WMS through Ask QrX.

Get paid at the door: payment provider, test payment, PIN (optional), go live, first live payment.

Keep your customers informed: Track and Trace page, message templates, SMS delivery updates, Message Centre.

Handle returns: returns settings and your returns plan (through Ask QrX).

Get help: chat with QrX anytime, or book a partner call on the carrier and payment provider path.

A step does not turn green although I did it. Steps are checked against the real state of your account. For example, the sender address step needs a real address, not an example one. Reload the guide after finishing the step.

The guide says "The guide is not available right now." Reload the page. If it keeps happening, contact support.

I do not see the pop-up. The pop-up is only for new accounts. Existing accounts open the guide from Settings.

A step I need is missing. It may belong to another path or module. Add the module with Add module, or ask your administrator to change the path.