When you sign up with Twikey, your Twikey contact puts together a personalised checklist of the setup steps needed before you can go live — for example configuring gateways, branding, or users. You follow this checklist from within your Twikey environment, checking off items as you complete them, while your Twikey contact tracks your progress on their side.
While your checklist is still incomplete, a banner appears below the top navigation bar to remind you it's waiting for you. Click it to open your checklist.
Only admin users see this banner and the checklist page.
At the top of the page you'll find:
The checklist is organised into steps, each shown as a collapsible panel. The first step that still has something left to do opens automatically; completed steps are collapsed and marked with a Completed badge.
Some steps include a shortcut button that takes you straight to the relevant settings page, so you don't have to search for it yourself.
Some items also show a Send email button. Use it when the item asks you to notify your Twikey contact once it's done — for example to let them know you've finished a step on your side so they can follow up.
Checking off every item doesn't automatically close out onboarding — your Twikey contact confirms completion on their side once everything has been verified. Until then, the reminder banner keeps showing, even if your own checklist looks fully checked.
If a step or item in your checklist seems incorrect, missing, or no longer relevant to your setup, contact your Twikey contact directly — the checklist is maintained by them, not self-service.