# Complete your initial setup

Understand every setup step, the owner and invitee paths, optional connections, and the final first-post or seat step.

Canonical: https://docs.lead-knight.com/en/getting-started/onboarding/

## What setup does

The wizard asks only the questions that apply to your current membership. Creating your first workspace, creating another workspace, joining a team and joining as a viewer are different paths. Personal details already completed in another workspace may be omitted.

## Before you start

Sign in to the intended personal account. Prepare the workspace or office name, a contact phone number and an email. A logo, photo and descriptions are optional. If joining an office, get its join code instead of creating a duplicate office.

## Owner setup, step by step

1. In **Field**, choose what you do. Choosing an industry advances the wizard; **My field isn't listed** lets you type your own field and choose **Continue**. Real estate uses the Nadlanite edition.
1. If a previous Nadlanite account offer appears, review it or choose **Not now**. This is conditional, not a mandatory step for every real-estate user. Follow [the migration guide](https://docs.lead-knight.com/en/getting-started/nadlanite-import/).
1. In **Goals**, select at least one goal. Choices cover social presence, leads, AI assistance and paid ads. Complete the question about how you heard about the app and any follow-up question shown.
1. In **Workspace**, enter a name. Adding a name reveals optional **Logo** and **What the business does** fields. These help prepare content. In the real-estate edition, **Office** asks how you work and can offer joining instead; see [office setup](https://docs.lead-knight.com/en/getting-started/real-estate-office/).
1. If **Previous subscription** appears after the office exists, complete or decline the relevant transfer flow. An earlier choice to use another Nadlanite email is verified here.
1. In **Accounts**, choose a network and complete its connection flow. Facebook groups use the extension or cloud-phone connection offered in that flow. **More** opens additional networks. Your connected accounts are shown for review. You can choose **I'll connect later** and confirm **Connect later**; preparing a post does not remove the need for a connected network before publishing.
1. If you chose the paid-ad goal, **Paid ads** offers ad-account connections. This step is optional. If paid ads are unavailable in this workspace, the screen says so and you can continue.
1. In **Assistant**, optionally connect **Google Calendar**, **Gmail** or **WhatsApp** where enabled. A disabled integration shows **Not available yet**. These are assistant connections, not substitutes for publishing-account connections. Gmail's setup text explains that sends require approval.
1. In **Details**, complete **Full name**, **Gender**, **Phone** and **Email**. Check any prefilled values. **Your photo** and **A sentence about you** are optional; the real-estate edition also offers a broker-license field. The preview reflects the details entered.
1. In **Publish**, choose the manual or AI creation path. Review the content, destinations and final action inside that creator. The seat dialog may appear before saving or publishing; read its plan and payment terms first. **Skip for now** is available on the initial choice screen. After successful completion, the app opens the relevant campaign/property or the app destination for the completed path.

## Joining members and viewers

- Invited admins and members begin at **Welcome**, which names the workspace and role. If needed, they complete their own goals and details, then their connections, optional paid-ad connections, assistant connections and first post. They do not repeat the owner's office setup.
- Viewers begin at **Welcome**, complete personal steps when needed, then **Seat**. They do not connect networks or publish. Once the seat is ready, their own confirmation opens the workspace.
- When someone else pays for your seat, wait for it to become ready. Use **Check again** if needed. A ready-seat notice is not a publish command: press the relevant button yourself to continue.

## Navigation and rules

You can return to a step already reached, but cannot jump ahead to an unreached step. If a required answer is missing, the wizard highlights it. If access requires a seat earlier, **Set up your seat to continue** explains why; activating the seat resumes the flow rather than starting a new workspace.

## If something goes wrong

| Symptom | Cause and next step |
|---|---|
| Continue does not advance | Fill the highlighted required answer, including follow-up attribution or a valid phone/email. |
| A phone is already in use | Check whether it belongs to your other account; resolve the conflict rather than inventing a number. |
| Logo or photo could not be kept | Choose it again, or remove the optional image and continue without it. |
| Waiting for an office | The join request needs the office's approval. Follow the waiting screen instead of creating another office. |
| Seat is being set up for you | Wait for the payer, then check again and continue once ready. |
| The post was saved but setup could not finish | Use **Retry** on that completion screen; do not create a second copy of the saved post. |

## Related pages

- [Real-estate office setup](https://docs.lead-knight.com/en/getting-started/real-estate-office/)
- [Previous Nadlanite account](https://docs.lead-knight.com/en/getting-started/nadlanite-import/)
- [Plans and billing](https://docs.lead-knight.com/en/billing/overview/)
- [Connections](https://docs.lead-knight.com/en/channels/overview/)
- [App tour](https://docs.lead-knight.com/en/getting-started/app-tour/)


## Choose your field

[Choose your field](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/B1/leadknight-en-9c05c7c89b24.mp4)

1. The setup starts with one question: what do you do?
2. It's step one of a short setup.
3. Pick the field closest to your business. LeadKnight shapes its wording, content and networks around it.
4. Not on the list? Choose My field isn't listed and type it in.
5. Here we'll pick Real estate.
6. For real estate, the app switches to Nadlanite, our real-estate edition, and moves to the next step.

## Choose your onboarding goals

[Choose your onboarding goals](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/B2/nadlanite-en-2d8a8978ba79.mp4)

1. Choose what you want Nadlanite to help you achieve.
2. Select social presence for consistent posting.
3. Choose several goals if you like. Here, we also add the AI assistant.
4. Paid ads is another option.
5. Next, tell us how you heard about the app.
6. Choose the answer that applies to you.
7. Click Continue to set up your office.

## Create your workspace

[Create your workspace](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/B3/leadknight-en-6b27d6c93ecb.mp4)

1. Your workspace holds your accounts, content and team.
2. Give your workspace a name, usually your business name.
3. The business details are optional, but they help the AI write your first posts.
4. Add your logo to show it on the images and posts we create.
5. Describe what your business does in a sentence or two.
6. Click Continue to create your workspace.

## Connect networks during setup

[Connect networks during setup](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/B7/nadlanite-en-37c5baed93f2.mp4)

1. Choose which networks you want to use with Nadlanite.
2. Facebook groups use the browser extension.
3. Pages and other social networks connect through their own account authorization.
4. Explore connections shows the other available networks.
5. To finish setup first, click Skip.
6. You cannot publish until an account is connected.
7. Confirm Skip. You can connect later from Connections.

## Choose assistant connections

[Choose assistant connections](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/B8/nadlanite-en-350330fbcf48.mp4)

1. These optional connections let the assistant help with more of your work.
2. Google Calendar connects your schedule and meeting tools.
3. Gmail lets the assistant prepare email from your account, with approval before sending.
4. WhatsApp lets you talk to the assistant from your phone.
5. Connect now, or continue and set these up later.

## Add your contact details and preview

[Add your contact details and preview](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/B9/nadlanite-en-52c8ca6a8c13.mp4)

1. Add the contact details your account needs. Profile extras are optional.
2. Enter your full name.
3. Choose your gender.
4. Add a phone number, including the country code when needed.
5. Check that your contact email is correct.
6. An optional description helps personalize your content.
7. Click Preview to see how your identity will appear.
8. Review the preview before you continue.
9. Close the preview, then click Continue.

## Choose how to create your first property content

[Choose how to create your first property content](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/B10/nadlanite-en-e7ca766c66fe.mp4)

1. Choose how you want to create your first property content.
2. Choose Me to write the post and select your media yourself.
3. Choose The AI for help preparing the content and schedule.
4. You can also skip this and create content later.
5. Here, we choose The AI and start with the property details.

## Choose your plan and start the free trial

[Choose your plan and start the free trial](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/P8/nadlanite-en-eca015747cea.mp4)

1. Before your seat starts, you choose a plan.
2. Every plan starts with ten days free. Nothing is charged today, and you can cancel during the trial.
3. Monthly has no commitment.
4. Quarterly commits for three months at a lower monthly price.
5. Yearly has the lowest monthly price.
6. All plans include the same features.
7. Open the questions below for answers about the trial, cancelling, and invoices.
8. When you are ready, click Start free on the plan you want, and add your card on the secure payment page.