Welcome to Guided Setup
Overview
Congratulations on your OnPitch purchase! The guided setup process will walk you through the essential steps to get your account ready for engaging with your audience. This streamlined onboarding experience ensures you have everything configured properly before you start building your fan base.
What You'll Accomplish
During the guided setup, you'll complete two main tasks:
- Profile Customization: Set up your display name and profile picture that fans will see
- Identity Verification: Begin the process to get your dedicated toll-free messaging number
What You'll Need
Before starting, have these items ready:
- A display name for your public profile (your artist name, band name, or business name)
- A high-quality profile picture or logo (square format works best)
- Personal/business information for identity verification (if you choose to complete this step now)
Getting Started
1. Access Your Guided Setup
After completing your purchase, you'll automatically be redirected to the guided setup welcome page.
2. Choose Your Path
You have two options on the welcome screen:
- Begin Guided Setup: Recommended path that walks you through essential configuration
- Skip to Dashboard: option to configure settings manually later
What Happens Next
The guided setup consists of three steps:
- Profile Setup: Configure your display name and profile picture
- Identity Verification: Submit information for toll-free number approval
- Completion Confirmation: Review your setup and access your dashboard
Each step builds on the previous one, ensuring you have a complete, professional presence on OnPitch.
Time Investment
- Profile Setup: 2-3 minutes
- Identity Verification: 5-10 minutes (optional, can be completed later)
- Total Time: 5-15 minutes depending on your choices
Troubleshooting
Can't see the guided setup page?
- Ensure you've completed the payment process successfully
- Check that you're logged into the correct OnPitch account
- Try refreshing your browser or clearing your cache
Want to return to guided setup later?
- You can access guided setup anytime from your dashboard
- Look for the "Start Guided Setup" button in your dashboard home section
Next Steps
Ready to begin? Click the "Begin Guided Setup" button to start with profile customization, where you'll set up how your audience will see and recognize you on OnPitch.
The next lesson covers profile customization in detail, including best practices for display names and profile pictures that make a great first impression.