The setup home

Setting up a winery rarely happens in one sitting. The setup home at /admin/getting-started is where you land between sessions: it shows how far along you are, what is next, and what still stops you going live. It is not a second checklist — its rows are the same steps as the Set up your winery wizard, and every row opens the wizard at that step. The steps themselves are described in Onboarding.

Who can use it

• View — company.read: Manager, Concierge, and Admin.
• Change anything in the wizard — company.update: Manager and Admin. Setup is normally done by the Admin who created the account.

One address, three states

What you see at /admin/getting-started depends on where the account is.

Account state	What you see
Setup unfinished, wizard never closed	Avero keeps you in the wizard at /onboarding. The setup home is not reachable yet.
Setup unfinished, wizard closed	The setup home, described on this page.
Live	Getting Started, a checklist with a Readiness Score — see Onboarding.

Closing the wizard with the X or Cancel is what unlocks the rest of the app. Avero takes you to the dashboard, and the banner described below appears.

Get to the setup home

• Choose Continue setup → on the banner at the top of any page.
• Or open Settings → Your business → Setup ("Finish setting up Avero, one step at a time").

The banner while setup is unfinished

Until you go live, every page except the wizard and the setup home carries a banner: "Setup isn't finished. You can look around, but sales and payments stay off until you go live." Its Continue setup → link opens the setup home, not the wizard directly.

What "off" means

You can set things up as normal: add products, build seating areas, invite your team. Selling is what is held back. Ringing up at the POS, taking a payment and checkout are refused while setup is unfinished and Stripe is not ready, and seating guests, opening checks and creating reservations are refused until your winery details and floor plan are in place. Plan on nothing being sold until you go live. The banner has no dismiss button; it goes away when you go live.

Read the page

The title is Set up followed by your winery's name, with the line "Look around any time; sales and payments stay off until you go live. Setup saves as you go."

• Progress — a line such as 3 steps left. Next: Get paid. and a Steps done bar. Review and Go live are the finish, so they are not counted. When nothing is left it reads Every step is done.
• Your setup — the wizard's steps, numbered. A filled circle means done; the step to do next carries a Next chip. Under each name is a one-line summary of where it stands — for example which data source you chose, whether Stripe is connected, or that your POS PIN is not set.
• Going live — either Ready to go live with a Go live button, or Before you can go live: and a list of what is missing. These are the same blocking issues the wizard's Review step shows.
• How you sell — Tasting room, Online store and Wine club, each marked In use or Not used. Change opens that step of the wizard.

Only the steps that apply to you are listed. If you do not sell online, for example, Online store is not in the list.

Carry on with setup

1. Choose Continue setup at the top of the page to open the wizard at the next unfinished step. On an account that has not begun, the button reads Start setup.
2. Or choose Open on any step to go straight to it. A finished step shows Review instead, and opens the same way so you can change it.
3. Work in the wizard. It saves as you go.
4. Close the wizard with the X or Cancel to return to the app, and come back to the setup home whenever you want to see where things stand.

When Going live shows Ready to go live, choose Go live. That opens the wizard's final step, where the Go Live button turns sales and payments on.

After you go live

The same address becomes Getting Started — "Complete these setup items to get the most out of the Avero platform." It is a different list: a scored checklist of follow-up work grouped by area, where items can be skipped and restored. The setup home and the banner do not come back. Onboarding describes the checklist and how to reopen the wizard as a read-only reference.

Reference

Control	Where	What it does
Continue setup →	Banner on every page	Opens the setup home.
Continue setup	Top of the setup home	Opens the wizard at the next unfinished step.
Open / Review	Each row of Your setup	Opens the wizard at that step.
Go live	Going live panel	Opens the wizard's last step. Shown only when ready.
Change	How you sell panel	Opens the How you sell step.

Troubleshooting

• The setup address keeps sending me back to the wizard — the wizard has not been closed yet. Close it with the X or Cancel first.
• There is no Go live button — the Going live panel lists what is missing under Before you can go live:. Open the step for each item.
• A step I expected is missing — the list follows How you sell. Choose Change and tick the way of selling that adds it.
• A sale, payment, or seating is refused — setup is not finished. Clear the items under Before you can go live:, then go live.
• I see Getting Started with a Readiness Score instead — the account is already live; the setup home no longer applies.

Related

• Onboarding — every wizard step, and what to have ready.
• Locations — setting the tax rate that going live requires.
• Invite your team — roles, including who can run setup.