Guided Setup

Multi-step onboarding wizard with validation gates and review

Use this flow to configure a team workspace: profile details, workspace metadata, plan and billing setup, then final review and launch. Each step validates before progression.

4 step journey Validation gates Async slug check Live review pane Draft + submit simulation
Current Step1/4Profile setup
Completed Steps0Validation-complete stages
Progress25%Overall wizard completion
Flow StateDraftReady after final review

Steps

Navigate linearly or click completed steps

Owner
-
Workspace
-
Plan
-
Launch
Pending

Setup Flow

Step 1 of 4 · Enter profile details

Owner name is required (min 3 chars).
Valid owner email is required.
Please choose team size.
Please choose industry.
Workspace name is required.
Lowercase letters, numbers and hyphens only. Idle
Valid workspace slug is required.
Please choose region.
Please choose timezone.
Select one package to continue.
Please choose billing cycle.
Seats must be between 1 and 5000.
Owner and Contact
-
Workspace and Region
-
Plan and Billing
-
Optional deployment notes for team handoff.0/280
  • Owner profile completed
  • Workspace slug availability verified
  • Plan and billing selected
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v 1.0.0
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