You can return to Business Suite Quick Setup after configuring part of your account. The checklist uses saved workspace and booking preferences, supported step progress, and existing settings to determine which steps remain.
Open your checklist again
Sign in to the same account and open Business Suite Quick Setup. Continue through the remaining steps and save configuration changes in each setting screen.
For a description of the setup topics, see Quick Setup Guides. If you want suggestions based on your business website or profile, start with Guided Workspace Setup.
Why your steps can differ
The checklist adapts to your saved choices and the device you are using:
- Workspace preference: choosing to work without a shared workspace removes its configuration step.
- Booking preference: booking subdomain and booking configuration steps apply when you choose to use the booking platform.
- Web or mobile: the checklist omits the access milestone for the platform you are already using.
- Existing configuration: supported checks recognize settings such as invoice configuration, email-template preferences, and enabled MFA.
- Saved progress: supported steps marked done or skipped can be omitted when you return.
For example, a notary who has already configured an invoice footer or mileage billing settings may no longer see the invoice setup step. That does not mean those settings have been removed.
The displayed progress concerns the steps included in your current setup sequence. A shorter checklist does not indicate fewer product features, and not every setting or milestone is automatically recognized as complete.
Change an earlier choice or setting
Open the relevant setting directly when you need to revise it. Useful destinations include My Team, Manage booking form, Email templates, and Invoice settings.
Check the saved value before relying on it for customer bookings or billing. A skipped step is not proof that its underlying configuration is ready.
If a step appears again
Confirm that the setting was saved and that you reopened the same account. Some milestones still need an explicit action, and automatic completion checks cover specific settings rather than every possible configuration. If the checklist and your saved settings disagree, contact support with the affected step.
Return to Business Suite guides.