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

# The onboarding wizard

> The 11-step wizard that configures your organization, branding, and screening rules.

The onboarding wizard runs automatically the first time you log in as the Primary. It's how you set up your organization — RentSmart has no mandatory sales call, so this wizard is the configuration step.

<Note>
  **Everything auto-saves.** You can close the browser, log back in days later, and pick up exactly where you left off. Onboarding takes about 5 minutes end-to-end.
</Note>

## What you'll set up

<Steps>
  <Step title="Welcome">
    A quick intro. No data entered. Click **Continue**.
  </Step>

  <Step title="Confirm your info">
    Double-check the name and email you entered at registration. Edit any typos.
  </Step>

  <Step title="Your business">
    Company name, phone number, and business address. The phone number is what leads will see if they have trouble accessing a property; the address is required so TransUnion can pull screening reports for your location.
  </Step>

  <Step title="Customize your listing page">
    Brand your Public Listing Page with a custom URL slug (e.g., `app.rentsmart.com/yourcompany`), an accent color, and your logo. You can skip this and use the defaults — you'll be able to set it up later in [Organization settings](/organization/settings).
  </Step>

  <Step title="Invite your team">
    Add Editors or Viewers. Skippable — you can [invite teammates](/getting-started/invite-teammates) any time from the Organization page.
  </Step>

  <Step title="Screening policies">
    Configure your [Auto Denial Rules](/screening-rules/auto-denial) (income/credit/criminal/eviction thresholds) and [Pet Policy](/screening-rules/pet-policy) in two tabs.
  </Step>

  <Step title="Showing type">
    Pick whether you'll offer **Self-Access**, **In-Person**, or **Both** showings. This is just a default — you'll still choose per property when you activate a listing.
  </Step>

  <Step title="Showing availability">
    Set the days, hours, slot duration, and booking notice for showings. If you picked Both in the previous step, you'll configure Self-Access and In-Person independently.
  </Step>

  <Step title="Prequalification">
    Toggle which questions leads must answer before booking a showing — move-in date, pets, income, bankruptcy, eviction history, criminal record. Add custom open-ended questions if needed.
  </Step>

  <Step title="Screening terms">
    Review and accept TransUnion's terms for credit, criminal, and housing-history reports. Required to enable tenant screening.
  </Step>

  <Step title="You're all set">
    Click **Complete Setup** to finalize. Your portal unlocks and you land on the Dashboard. Any teammates you invited get full access too on their next login.
  </Step>
</Steps>

## Editing later

Every setting from the wizard can be changed later from its dedicated page:

* Business info → [Organization settings](/organization/settings)
* Branding → [Organization settings](/organization/settings)
* Team → [Teammates](/organization/teammates)
* Screening rules → [Auto Denial Rules](/screening-rules/auto-denial) and [Pet Policy](/screening-rules/pet-policy)
* Showing config → [Showing availability](/screening-rules/availability) and [Prequalification](/screening-rules/prequalification)

The wizard is a one-time convenience, not the only way to configure these.

<CardGroup cols={2}>
  <Card title="Your dashboard" icon="gauge" href="/getting-started/dashboard">
    What you land on when onboarding is complete.
  </Card>

  <Card title="Create your first listing" icon="house" href="/properties/create-listing">
    Now ready to list a property and start collecting leads.
  </Card>
</CardGroup>