Completing the 5-step onboarding wizard

The onboarding wizard runs the first time you sign in to Chamberly. It walks you through five steps that get your chamber from empty to ready-to-sell in about 15 minutes. You can save and resume between steps, but you cannot skip Organization or First Event.

• Have your chamber name, address, and contact email ready

• Have your logo (PNG or SVG) and primary brand color handy

• Optional: Stripe account credentials if you plan to accept online payments

1. Organization — Confirm chamber name, timezone, and contact info. This populates your invoices, emails, and storefront header.

2. Brand Kit — Upload your logo and choose primary, secondary, and accent colors. These flow into every event page and email template.

3. Stripe — Connect your Stripe account for online payments. This step is skippable if you plan to use reservation mode only.

4. First Event — Create a starter event with a name, date, and short description. You can edit it later.

5. First Sponsorship — Add at least one sponsorship tier with a price and inventory count.

• Use a square logo (1:1) for the cleanest fit in headers and emails

• If you skip Stripe now, your chamber defaults to reservation payment mode — change later in Settings > Payment

• Use a real upcoming event for step 4 so you can publish immediately after onboarding

• You can always re-run the wizard from Settings > Onboarding if you want to tweak your starter setup

What happens if I close the browser mid-wizard?
Each step saves as you finish it. When you sign back in you resume where you left off.

Can I skip the Stripe step?
Yes. You will land in reservation mode, where sponsors claim sponsorships without paying online. You can connect Stripe anytime from Settings > Payment.

Do I have to publish the first event right away?
No. The wizard creates it as a draft event so you can polish it before going live.

• Setting up your brand kit

• Connecting Stripe during onboarding

• Creating your first event and sponsorship