Owners and admins see "Set up your brand" at the top of the Overview until every step is done. Each step checks itself off from what your brand actually has, so there is nothing to tick by hand.
- Add your brand details: the brand name and support email that go on emails, packing slips and batch pages.
- Turn on a way to get paid, such as Zelle or a bank transfer.
- Add your first product.
- Add a batch and its lab report. The step is done once a batch passes your release rules and has stock.
- Publish your research-use agreement.
- Add a ship-from address and connect your Shippo or ShipStation account.
- Connect your website. It checks off once your site has actually talked to Purity: an order came in from it, or one of your keys was used. Not selling online? Choose "I'll take orders by hand".
- Take your first order.
Each step has a button that opens the right screen and a "How to" link to its guide. Under "Recommended" are optional extras: inviting your team, two-step login, a texting number, sending email from your own address, and adding Purity to your phone. They do not count toward the eight.
Click "Hide for now" to put the guide away. A "Setup" button with your progress stays in the menu; click it to bring the guide back. Once all eight steps are done, the guide goes away on its own.
Staff members do not see the guide. Ask Purity can also tell you what is left: ask it what you still need to set up.