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

# Onboarding

> Complete guided onboarding to create your organization, pick a plan, and launch your site.

When you sign in to [Sherpo Dash](https://dash.sherpo.io) without an existing organization or site, Sherpo automatically launches the onboarding flow. A three-step checklist at the top tracks your progress through **Your business**, **Your plan**, and **Your site**.

Each step unlocks only after the previous one succeeds.

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/AgyHgEAkKk8GGJL3/images/login.png?fit=max&auto=format&n=AgyHgEAkKk8GGJL3&q=85&s=b03a50bb60fd6d286e6295319e25bbc9" alt="Sherpo log-in page to access Dashboard" title="Log in to Sherpo" width="2880" height="1690" data-path="images/login.png" />
</Frame>

First, you can sign in using your **Google account** or by requesting a **magic link** sent to your email.

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/F9Inziwr2FQcq_MD/images/access-code.png?fit=max&auto=format&n=F9Inziwr2FQcq_MD&q=85&s=7816df52ad04051c214819e4159d275c" alt="Sherpo access code email" title="Access code email" width="1184" height="800" data-path="images/access-code.png" />
</Frame>

<Info>
  Magic link codes expire after 5 minutes and may take up to a few minutes to deliver. Check your spam folder just in case.
</Info>

***

Once logged in, you will receive a welcome email:

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/DI6SUDs27PzySWJL/images/onboard-welcome.png?fit=max&auto=format&n=DI6SUDs27PzySWJL&q=85&s=25a4e13efcc56b758787dee154e8cbfb" alt="Sherpo onboarding welcome email" title="Onboarding welcome" width="1240" height="748" data-path="images/onboard-welcome.png" />
</Frame>

## Step 1: Your business

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/xZzXIKRq03dNjRsf/images/onboarding-step1.png?fit=max&auto=format&n=xZzXIKRq03dNjRsf&q=85&s=f708cf2944486356f8d01e269120e04f" alt="Onboarding step 1 showing the Your business screen" title="Your business" width="2880" height="1696" data-path="images/onboarding-step1.png" />
</Frame>

In this step, you create your **organization**.

### Organization name

* Accepts **3 to 100 characters**.
* Use your **legal business name** if applicable, or the **brand name** your customers recognize.
* You can change this later from **Organization → Settings**.

### Important note about your organization email

Your organization **public email address** is set to the email of the user creating the organization (for example, `onboarding-docs@sherpo.io`). Depending on **Team & Members** availability, you might not be able to change this later.

### Submission

Click **Continue** to create the organization and move to Step 2.

You will always be able to manage your organization settings later, by clicking your icon in the top-left corner:

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/xZzXIKRq03dNjRsf/images/manage-organization-settings.png?fit=max&auto=format&n=xZzXIKRq03dNjRsf&q=85&s=a88612f3b18d6853b0c551fbb78b1675" alt="Organization settings entry point in Sherpo Dashboard" title="Organization settings" width="2662" height="924" data-path="images/manage-organization-settings.png" />
</Frame>

***

## Step 2: Your plan

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/xZzXIKRq03dNjRsf/images/onboarding-step2.png?fit=max&auto=format&n=xZzXIKRq03dNjRsf&q=85&s=4df98ac63dd45e9611fc39299460ab0a" alt="Onboarding step 2 showing the Your plan screen" title="Your plan" width="2880" height="1696" data-path="images/onboarding-step2.png" />
</Frame>

Choose a plan for your organization. You can change this later.

### Plans

* **Free (Start)**: for testing and exploring.
* **Pro**: **\$29/month**, for emerging creators.
* **Ultra**: **\$79/month**, for professionals and influencers.

### Options on this screen

* **Save with yearly billing**: enables annual billing (when applicable).
* **I have a coupon code**: apply a promo code during checkout.

### What happens after you choose

* **Free (Start)**: click **Continue** to proceed to Step 3.
* **Pro or Ultra**: Sherpo opens a secure Stripe Checkout. After payment, you return to onboarding automatically.

***

## Step 3: Your site

Step 3 creates your first **site**. Here, you will be able to select:

* **Site name**: **3 to 30 characters** (shown to visitors).
* **Site description**: optional, up to **250 characters** (often shown on your homepage).
* Choose your site hostname under `sherpo.io`.
  * Must be **6 to 63 characters**.
  * Must be **unique** across Sherpo.

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/xZzXIKRq03dNjRsf/images/onboarding-step3.1.png?fit=max&auto=format&n=xZzXIKRq03dNjRsf&q=85&s=7d823607a6ee752e0e026a3e30bd88f7" alt="Step 3 screen showing the site hostname field with .sherpo.io" title="Choose your hostname" width="2880" height="1696" data-path="images/onboarding-step3.1.png" />
</Frame>

You will also be prompted to select your site's language and optional icon.

* **Language**: sets the default language for your site and affects the interface language for visitors.
* **Icon**: upload a square PNG or JPEG (minimum **180×180 px**). Icon updates might take longer to propagate due to browser caching.

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/xZzXIKRq03dNjRsf/images/onboarding-step3.2.png?fit=max&auto=format&n=xZzXIKRq03dNjRsf&q=85&s=76ab5c4d7a298f5f7aad26c5eeaf6c15" alt="Step 3 screen showing language selection and icon upload" title="Language and icon" width="2880" height="1696" data-path="images/onboarding-step3.2.png" />
</Frame>

After your site is created, more customization options (theme colors, custom CSS, search engine visibility, and more) are available in **Settings**.

Once everything is valid, click **Continue**. Sherpo creates the site and finishes onboarding. You will land on the main dashboard.

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/xZzXIKRq03dNjRsf/images/onboarded.png?fit=max&auto=format&n=xZzXIKRq03dNjRsf&q=85&s=38c76605f9a0615dc54e809bccc1bdf3" alt="Sherpo dashboard overview after onboarding is completed" title="Dashboard overview" width="2880" height="1696" data-path="images/onboarded.png" />
</Frame>

You will also receive an email confirmation with your website's link:

<Frame>
  <img className="rounded-xl mr-auto" src="https://mintcdn.com/sherpo/FzuxRjqXMR7C-4os/images/website-live.png?fit=max&auto=format&n=FzuxRjqXMR7C-4os&q=85&s=bd01ea4f23f9147377a8f3b878b68173" alt="New site notification email" title="Website live" width="1240" height="1062" data-path="images/website-live.png" />
</Frame>

***

## Optional: Connect payments

If you plan to sell paid products right away, visit **Organization → Payments** after onboarding to complete the **Stripe Connect** setup (see the Payments doc for details). Check this guide out to properly set up payments:

<CardGroup cols={1}>
  <Card title="Payments" icon="money-check-dollar" href="/dashboard/payments">
    Connect Stripe, monitor onboarding tasks, and review payouts and tax settings for your Sherpo organization.
  </Card>
</CardGroup>

<Danger>
  Sherpo shows your Stripe Connect status in the Payments page. You’ll see reminders there until setup is complete.
</Danger>

***

## FAQ

<AccordionGroup>
  <Accordion title="Do I have to complete onboarding in one go?">
    No. Sherpo auto-saves your progress after each step. You can close the tab and resume later from the same account.
  </Accordion>

  <Accordion title="Can I change my organization name after setup?">
    Yes. You can edit it later in **Organization → Settings**.
  </Accordion>

  <Accordion title="What happens if my magic link expires?">
    Just request a new one from the login screen. Each code is valid for 5 minutes.
  </Accordion>

  <Accordion title="Do I need to choose a paid plan to launch my site?">
    No. You can start on the **Free (Start)** plan and upgrade later.
  </Accordion>

  <Accordion title="Can I skip creating a site during onboarding?">
    No. Every organization must have at least one site. The first site is required to complete setup and access your dashboard.
  </Accordion>

  <Accordion title="What if my hostname is already taken?">
    You’ll see an error when entering your hostname. Try another variation (for example, add a hyphen or adjust the name).
  </Accordion>
</AccordionGroup>
