System

Setup Wizard

Included on Free

Interactive onboarding wizard that guides families through site setup. Conversational phase for adding family members, structured phase for permissions and sharing, and a launch celebration. State persists across sessions so you can resume.

What it covers

Available during early release on the Free plan and every Pro account.

  • 8-screen guided setup
  • Wizard state persistence
  • Family member creation
  • Permission configuration
  • Sharing mode setup
  • Launch celebration with confetti

Where Setup Wizard belongs

Setup Wizard sits in the System layer of LuperIQ and focuses on Guided 8-screen setup wizard for new family sites. For a site owner, the practical value is not the module name by itself; it is whether 8-screen guided setup, Wizard state persistence, and Family member creation becomes easier to manage in the real customer or admin path.

For pricing and setup, the useful context is Free and Pro and the place the owner will likely manage it is System. Those details help the reader understand the module without turning the page into a technical inventory.

Setup checks for Setup Wizard

  • Verify that "8-screen guided setup" is represented in the live setup before treating Setup Wizard as ready for customers or staff.
  • Verify that "Wizard state persistence" is represented in the live setup before treating Setup Wizard as ready for customers or staff.
  • Verify that "Family member creation" is represented in the live setup before treating Setup Wizard as ready for customers or staff.
  • Verify that "Permission configuration" is represented in the live setup before treating Setup Wizard as ready for customers or staff.
  • Verify that "Sharing mode setup" is represented in the live setup before treating Setup Wizard as ready for customers or staff.
  • Open the System admin section during setup so the owner knows exactly where this module is managed after launch.

Dependencies and AI connections

Setup Wizard works best when Family Members are already understood, because those surrounding tools shape where the data, settings, or customer actions will land.

Setup Wizard is documented as a practical module first. If the owner is evaluating AI help around the same area, the safer next step is to start in the System admin area and only add AI when there is a real task to run.

Related AI workflows

This module is documented first around the module itself. Public AI workflow pages are focused on the currently fixed-price credit jobs registered in Nexus.

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