Your Step-by-Step Guide to Getting Started
Your Step-by-Step Guide to Getting Started
Welcome to Evallo! This guide will walk you through the complete onboarding process to help you set up your organization, invite your team, and personalize your workspace. Whether you're a tutoring business owner or school admin, onboarding takes just a few minutes.
Step 1: Set Up Your Organization
Once you log in for the first time, you’ll see a welcome screen. Click “Get Started” to begin configuring your Evallo workspace. Enter the essential details about your organization:
Organization Name – Displayed across your dashboard and emails.
Logo – Upload your branding to personalize the experience.
Timezone – Set your local timezone to ensure accurate session scheduling.
Click Next to proceed once you've entered the details.
Step 2: Add Users to the Platform
Now it's time to invite your team, from Admins and Tutors to Students and Parents.
To invite users:
Fill in the following fields:
First Name, Last Name, Email Address, and User TypeAll four fields are required to send an invitation.
Invited users will receive an email with instructions to sign up.
Once you’ve added everyone, click Invite & Continue. If you'd prefer to do this later, then click Skip to move to the next step.
Step 2: Add Users to the Platform
Now it's time to invite your team, from Admins and Tutors to Students and Parents.
To invite users:
Fill in the following fields:
First Name, Last Name, Email Address, and User TypeAll four fields are required to send an invitation.
Invited users will receive an email with instructions to sign up.
Once you’ve added everyone, click Invite & Continue. If you'd prefer to do this later, then click Skip to move to the next step.
Step 3: Set Business Details and Preferences
In this step, you’ll configure business settings to align with your regional and operational needs.
Time Zone – Choose your primary timezone for consistent scheduling and reporting.
Date Format – Select your preferred date format (e.g., DD/MM/YYYY).
Street Address (Optional) – Add your physical or mailing address if needed.
Country, State, City & ZIP Code – These details help localize your account settings.
Once you’ve added all the details, click Continue or click Skip to move to the next step.
Step 3: Set Business Details and Preferences
In this step, you’ll configure business settings to align with your regional and operational needs.
Time Zone – Choose your primary timezone for consistent scheduling and reporting.
Date Format – Select your preferred date format (e.g., DD/MM/YYYY).
Street Address (Optional) – Add your physical or mailing address if needed.
Country, State, City & ZIP Code – These details help localize your account settings.
Once you’ve added all the details, click Continue or click Skip to move to the next step.
Step 4: Set Up Your Service Topics
This is where you define what your organization offers—subjects, courses, or tutoring categories.
What You’ll See:
A default Service 01 is already created.
It includes a sample name and three editable topics.
You can create up to 3 services during onboarding.
Each service can include unlimited topics.
How to Customize:
Edit the Default Service
Rename “Service 01” to match your actual offering.
Add Topics
Click the “+” button under Add Topics, type your topic name, and press Enter.
Add New Services
Click Add Service to create more categories (maximum: 3).
Best Practices:
Group topics meaningfully for easier tutor assignments later.
Keep service names short and descriptive.
You can always update or expand services later in the dashboard.
Once you're done, click Continue or hit Skip if you’d prefer to set this up later.
Step 4: Set Up Your Service Topics
This is where you define what your organization offers—subjects, courses, or tutoring categories.
What You’ll See:
A default Service 01 is already created.
It includes a sample name and three editable topics.
You can create up to 3 services during onboarding.
Each service can include unlimited topics.
How to Customize:
Edit the Default Service
Rename “Service 01” to match your actual offering.
Add Topics
Click the “+” button under Add Topics, type your topic name, and press Enter.
Add New Services
Click Add Service to create more categories (maximum: 3).
Best Practices:
Group topics meaningfully for easier tutor assignments later.
Keep service names short and descriptive.
You can always update or expand services later in the dashboard.
Once you're done, click Continue or hit Skip if you’d prefer to set this up later.
Step 5: White-Label Your Platform
Personalizing your platform builds trust and makes the experience feel like your own. Here’s how to brand Evallo for your organization:
Upload Your Brand Assets:
Logo – Displayed in the header and login screen.
Favicon – Shown in browser tabs.
Support Email – Where users can reach out for help.
Website Link – Makes your site easily accessible.
Choose a Theme Color:
Pick from preset colors or enter your brand hex code.
This color will be used throughout the interface for buttons, highlights, and more to ensure a cohesive branded feel.
When ready, click Continue. You can always revisit and update these settings later under Settings > Brand Highlight.
You're All Set!
That’s it! You’ve completed the onboarding steps and your workspace is now personalized and ready for action.
If you skipped any steps, you can always go back and configure them anytime through your dashboard settings.
Welcome to a smarter, more efficient way to manage your tutoring business, welcome to Evallo.
Step 5: White-Label Your Platform
Personalizing your platform builds trust and makes the experience feel like your own. Here’s how to brand Evallo for your organization:
Upload Your Brand Assets:
Logo – Displayed in the header and login screen.
Favicon – Shown in browser tabs.
Support Email – Where users can reach out for help.
Website Link – Makes your site easily accessible.
Choose a Theme Color:
Pick from preset colors or enter your brand hex code.
This color will be used throughout the interface for buttons, highlights, and more to ensure a cohesive branded feel.
When ready, click Continue. You can always revisit and update these settings later under Settings > Brand Highlight.
You're All Set!
That’s it! You’ve completed the onboarding steps and your workspace is now personalized and ready for action.
If you skipped any steps, you can always go back and configure them anytime through your dashboard settings.
Welcome to a smarter, more efficient way to manage your tutoring business, welcome to Evallo.
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