> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.apotheo.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Quick Start Guide

Welcome to Apotheo! This guide walks you through the key areas of your dashboard and what to set up first so you can start working with clients.

## Your Dashboard

After logging in, you'll land on your **Dashboard** — the central hub for managing your coaching business.

![Dashboard overview](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/getting-started-dashboard-over_1vyeivl.png)

Your dashboard shows:

- **Check-ins** — a count of unread check-ins, with filters for ones unread for 24+ hours and overdue check-ins
- **Clients** — your active client count, clients due for a touch base, and plans due for renewal
- **Payments** — overdue, expired, and expiring payment summaries
- **Signups** — paid, completed, and unpaid signup counts
- **Applications** — unread, pending, and waitlisted application forms

Each metric is clickable — select any one to jump directly to a filtered view of the relevant clients.

Below the summary cards you'll find a **map** of your clients' locations and **today's events** from your calendar.

## Sidebar Navigation

The sidebar gives you quick access to every area of Apotheo:

- **Dashboard** — your home page with summary metrics
- **Unread Check-ins** — jump straight to check-ins waiting for your response
- **Inbox** — client messages
- **Calendar** — your schedule and events
- **Clients** — your full client list
- **Team** — manage your coaching team (if applicable)
- **Applications** — review application form submissions
- **Signups** — track client signups and onboarding

At the bottom of the sidebar you'll find links to **Settings**, **Help**, and **Logout**.

## What to Set Up First

Before inviting your first client, we recommend completing these steps in order:

1. **[Set up your account](https://help.apotheo.com/en/article/account-setup-1etytod/)** — configure your name, timezone, and units
2. **[Add your branding](https://help.apotheo.com/en/article/branding-1gbzzjt/)** — set your business name, colors, and logos
3. **[Configure your services](https://help.apotheo.com/en/article/configure-your-services-tuwsp4/)** — set up check-in frequency, forms, and requirements
4. **[Add your first client](https://help.apotheo.com/en/article/add-your-first-client-1xgwodo/)** — invite a client and get started

Each of these is covered in detail in the articles linked above.