# Setup, the Guide and tours

EvoHub takes you from "what do I want this to do" to it working:

- A short **setup** when your account is new, where you also say what you want EvoHub to do first.
- The **Guide** in the top bar of every screen. It shows the next step on your path and a button that does it, and it counts what you have done.
- A **tour** of each area of the console, which starts the first time you open it, and a **tip** the first time you open one of its working screens.

None of them is required.

## The setup flow

When you open the console and your setup is not finished, Home sends you to **Setup** once per browser session.

| Step | What you do |
| --- | --- |
| **About you** | Your title (type anything; suggestions appear as you type), and for your organization: **Sector**, **Engineering team size**, **What do you use today?** and **How did you hear about us?** All optional. If someone in your organization already answered the organization questions, they are not asked again. While your organization has no time zone and you may change its settings, **Your organization's time zone** is asked too, prefilled with your browser's; it is saved however you leave the step. See [Time zone](https://docs.evohub.io/organizations-and-teams.md#time-zone). |
| **What do you want EvoHub to do first?** | Pick one or more products: On-Call, Status Pages, Uptime, Docs, Changelog, Retro, Board, Support. Pick what you need now; you can add the rest any time. Picking starts no charge. What you pick becomes your path in the Guide. |
| **Phone number** | Pick the **Country**, enter your **Mobile number** and choose **Call me now**. EvoHub calls you at once: answer, listen, and press **1** to confirm the number. If no 1 is heard in time, choose **Call again**. |
| **Notifications** | Turn on the ways you want to be paged: **Push on the EvoHub app** (sign in to the mobile app on your phone first; links to the App Store and Google Play are on the step), **Phone call** (needs the verified number) and **Email**. |
| **Two-factor sign-in** | Scan the code with an authenticator app, type the 6-digit code it shows and choose **Turn on**. From your next sign-in, EvoHub asks for a code after your password. |
| **Ready** | A summary of what is set up and what is not. **Start with …** opens the first product you picked and runs its tour; with nothing picked, **Go to Home**. **Invite your team** opens the invite dialog, if you may invite people. |

Every step has **Continue**, **Skip this step** and **Skip setup for now**. Skipping costs nothing: the Guide brings any step back. A step that is already true of your account, such as a phone number you verified earlier, shows as done.

If every step is already done when you first sign in, for example because you joined from an invitation and set everything up before, the setup is marked finished and never shown.

### Finish setup on Home

Steps you skipped wait on Home in the **Finish setup** card, with how many of them are done. Each open step has its own button (for example **Add number** or **Set up**) that takes you back to it. **Hide** removes the card from Home; the Guide can show it again.

## The Guide

**Guide** sits in the top bar of every screen, with how many steps of your path are done (for example **Guide 2/5**). It opens a panel with:

- **Next step**: the first thing on your path that is not done yet, how long it takes, and **Do it now**, which opens the screen where it is done. If you have not said what you want to do, **Choose what to set up** opens that question.
- **Take the … tour**: this screen's tour, when it has one.
- **Your path**: for each product you picked, the steps that take it to its first real result, each with **Go**. **Change what you use** opens the question again.
- **Your account**: the setup steps (about you, phone, notifications, two-factor), with **Set up** or **Change**, and **Show the setup card on Home** when you hid it.
- **Every tour**, with **Start** or **Replay**.
- **Help on screen**: whether tours start on their own, **Show "Get to know EvoHub" on Home** when you hid it, and **Show screen tips again**.

A step on your path is done when your account shows it. Ticking a box does not count. For example, On-Call is done when an alert has actually arrived, and an integration with no policy is not enough.

| Product | Steps |
| --- | --- |
| On-Call | Connect a tool that sends alerts · Choose who gets paged (an escalation policy) · Send the tool's alerts to that policy · Turn on how we reach you · Receive your first alert |
| Uptime | Add a monitor · See its first check · Get told when it goes down (a notification channel) |
| Status Pages | Create your status page · List what you run (components) · Put it on your domain |
| Docs | Start your docs site · Write your first page |
| Changelog | Start your changelog · Publish your first entry |
| Retro | Run your first retrospective |
| Board | Create your first board |
| Everyone | Turn on two-factor sign-in, after the products' steps |

The Guide reads your account again each time you open it, so a step you just finished shows as done.

## Product tours

The first time you open a product or area, its tour starts on the screen you opened. A tour points at a few things on that screen, one step at a time, with **Back**, **Next** and **Done**.

- **Skip tour**, or closing it, ends it. It counts as seen and does not start again.
- **Don't show tours again** inside a tour stops every tour starting on its own. Turn it back on in the Guide or in **My Account → Preferences**.
- The last step of most product tours offers a first action, such as **Connect your first integration**, **Add your first monitor** or **Create your first status page**. It opens the same short form the product uses.
- A tour does not start on a form or detail screen that has a tip of its own; it waits for the product's main screen.

### The tour strip on Home

Home shows **Get to know EvoHub**: a button for Home's own tour and one for each product tour you can take, with how many are done. Choosing one opens that product (or stays on Home) and runs its tour. While the strip shows, Home's own tour does not start on its own.

**Hide** (the × on the strip) removes it, on every browser and computer you sign in on. The Guide can show it again. It is not shown while tours are turned off, nor once you have finished every tour.

### Every area has a tour

- **Home**: the search (**⌘K**), the Guide, the **Finish setup** card, the number tiles, quick actions, your services and **Customize home**.
- Each product you can open: On-Call, Uptime, Status Pages, Docs, Changelog, Retro, Board and EvoTrail.
- **Support**, **Usage & Billing**, **Organization** and **My Account**.

A tour covers the whole area, so its detail screens (an alert, a monitor, a statement) run the area's tour too. A product's tour starts only if your role can see something in that product. **Setup** has no tour: it is a guided walk-through already. Which tours you have taken is saved with your account, so a tour you have seen does not start again on another browser or computer.

## First-use tips

A tip explains one working screen — a form, a detail page or an editor — the first time you open it, for example **New monitor**, **An alert**, **An escalation policy**, **New integration**, **The page editor** or **Inviting someone**. It points at the parts of that screen in a few short steps; **Got it** ends it. A step whose part is not on the screen is skipped.

Tips follow the same switch as tours: with tours turned off, a tip you have not seen does not open on its own either. **No more tips or tours** inside a tip turns both off.

## Replay a tour or a tip, or turn them off

- In the **Guide**: **Take the … tour** for this screen, **Start** or **Replay** for any tour, and the switch for tours that start on their own.
- In **My Account → Preferences**: the same switch, every tour with **Start** or **Replay**, and each screen's tips. **Replay** on a tip makes it show once more the next time you open that screen.

## Related

- [Create your account](https://docs.evohub.io/create-your-account.md)
- [Your home page](https://docs.evohub.io/your-home-page.md)
- [Notifications](https://docs.evohub.io/notifications.md)
- [Two-factor authentication](https://docs.evohub.io/two-factor-authentication.md)