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MerchantFlow In-App Setup Guide

Use the MerchantFlow in-app setup guide to revisit onboarding tasks, reconnect integrations, and finish store configuration after signup.

MerchantFlow In-App Setup Guide

The MerchantFlow setup guide is a built-in onboarding checklist located at /dashboard/setup-guide that helps merchants complete or revisit configuration tasks after initial signup. It provides a structured, step-by-step path for connecting integrations, setting preferences, and transitioning from demo mode to live data.

What Is the Setup Guide For?

The setup guide is useful when:

  • You started in Demo Mode and want to switch to live data later
  • You skipped a connection during the initial onboarding flow
  • A teammate needs a guided setup path instead of navigating multiple settings pages
  • You want a single checklist view of remaining configuration tasks

What Does the Setup Guide Cover?

The in-app setup guide walks through:

  • Choosing a demo or real-data path for your workspace
  • Starting Shopify or WooCommerce connection flows
  • Starting Google and Meta connection flows
  • Reviewing currency and timezone preferences
  • Revisiting notification preferences

Each task links directly to the relevant onboarding or settings page where you complete the actual configuration.

What the Setup Guide Does Not Replace

The setup guide is a convenience layer, not a separate account system. Core controls still live in the primary flows:

  • 2FA setup still happens in the auth flow (see Security)
  • Stripe checkout still happens in /onboarding/payment (see Payment Methods)
  • Google service selection still happens in the Google configuration modal (see Connect Integrations)
  • Meta account selection still happens in the Meta configuration flow (see Meta Ads)

How to Use the Setup Guide Effectively

Use the setup guide to restart momentum after pausing your onboarding. Open it from /dashboard/setup-guide, review any incomplete tasks, and click through to finish each connection or billing step in the relevant settings or onboarding page it launches.

For a complete walkthrough of all available integrations, see Connect Integrations.

Frequently Asked Questions

Where do I find the setup guide in MerchantFlow?

The setup guide is accessible at /dashboard/setup-guide inside the MerchantFlow dashboard. You can navigate to it from the sidebar or use the demo banner CTA if you are currently in Demo Mode.

Can I skip the setup guide and configure everything manually?

Yes. The setup guide is optional. You can configure all integrations, preferences, and billing directly from Settings > Integrations and the relevant onboarding pages. The guide simply provides a consolidated checklist.

Does the setup guide track my progress?

Yes. The setup guide reflects which onboarding steps you have completed and which remain. Completed tasks are marked accordingly so you can focus on unfinished configuration.

Can I reopen the setup guide after completing onboarding?

Yes. The setup guide remains accessible at /dashboard/setup-guide even after onboarding is complete. You can use it to reconnect integrations, update preferences, or verify your configuration at any time.

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Last updated: March 14, 2026

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