> ## Documentation Index
> Fetch the complete documentation index at: https://redbark.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Set up your firm, add your first client and send a checklist.

This guide takes you from a new account to your first client with a checklist.

> [!NOTE]
>
> Advisor is in Closed Beta. If you don't have access yet, [join the waitlist](https://accounts.advisor.redbark.com/waitlist).

## 1. Set up your firm

Sign in at [advisor.redbark.com](https://advisor.redbark.com). The first time you sign in, Advisor asks you to set up your firm in two steps.

**1. Your firm**

* **Firm name**: clients see it in their portal and in every email.
* **Logo**: select **Upload**. Use a PNG, JPEG, WebP or SVG image of 1 MB or less. Square works best.
* **Brand colour**: pick a suggested colour, or type a hex value like `#1F5A45`. It colours buttons and highlights in your portal and emails.

The **Preview** shows how your portal will look. Select **Continue**.

**2. Invite your team**

This step is optional.

* Enter a colleague's email and choose **Member** or **Admin**.
* Select **Add another** for more rows. You can invite up to 10 people here.
* Select **Send invite**, or **Skip** to do it later.

Each colleague gets their own sign-in. See [Team](https://redbark.com/docs/advisor/settings/team.md) for what each role can do.

You land on **Clients**. You can change your name, logo and colour later in [Branding](https://redbark.com/docs/advisor/settings/branding.md).

## 2. Make a checklist

A checklist is a reusable list of what you need from a client.

**1. Create it**

Go to **Checklists** and select **New checklist**. Give it a name, like "New client onboarding", and select **Create**.

**2. Add items**

Select **Add item** and choose **Document**, **Questions** or **Connect banks**. Changes save as you go.

See [Checklists](https://redbark.com/docs/advisor/checklists.md) for every item type and option.

## 3. Add your first client

**1. Open New client**

Go to **Clients** and select **New client**.

**2. Enter their details**

Enter the **Client name** and **Email**.

**3. Choose a checklist**

Under **Checklist to send**, pick the checklist you made.

**4. Invite them**

Leave **Send invite now** on and select **Add and invite**.

The client gets an email from your firm with a link to their portal. Select **Preview portal** in the dialog to see what they will see.

## 4. Review what comes back

When the client submits an item, their status on the Clients list changes to **Needs you**. Open the client and go to the **Checklist** tab. Select **Review** on an item, then **Approve** it or **Send back** with a note.

## Next steps

> [card] [Clients](https://redbark.com/docs/advisor/clients.md)
>
> Invites, the client page and its tabs.

> [card] [Client portal](https://redbark.com/docs/advisor/client-portal.md)
>
> What your clients see.

> [card] [Messages](https://redbark.com/docs/advisor/messages.md)
>
> Talk with your clients.

> [card] [Billing](https://redbark.com/docs/advisor/settings/billing.md)
>
> Your free trial and plan.


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