IronClad Family includes a built-in Help & Getting Started guide — a help button in the header that links you to your key first actions. It can also appear on startup if enabled.
What you'll see
- Help button in the header: “Help & Getting Started”
- Welcome guide: a pop-up with shortcuts to the key first-action steps (Clients, Opportunities, Settings, scheduling onboarding)
- Don't show on startup: stops the guide from appearing automatically each time
- Disable Help Wizard completely: hides the Help button until you re-enable it in Settings
What the guide links you to
The guide isn't a walkthrough that fills anything in for you — it's a set of shortcuts to where the real work happens. From it you can jump to:
- Clients — add and manage the people you're serving
- Opportunities — track your pipeline
- Settings — clear sample data, set preferences
- Schedule Onboarding Meeting — book time with the team
Expected behavior after you click Help
- The Help button becomes less prominent after first use.
- This is intentional — it reduces visual noise once you've found onboarding. The button stays available.
“Don't show this on startup”
If you check Don't show this on startup and close the guide:
- The welcome guide stops appearing automatically when you log in.
- The Help button remains available (unless you disable it completely).
To turn it back on:
- Go to Settings → Help & Onboarding
- Enable Show welcome guide on startup
“Disable Help Wizard completely”
If you click Disable Help Wizard completely:
- The Help button is removed from the header.
- The welcome guide won't appear on startup.
- You can re-enable it anytime in Settings.
To re-enable:
- Go to Settings → Help & Onboarding
- Enable Show Help Wizard button in header
Troubleshooting
- Help button missing: re-enable it in Settings → Help & Onboarding.
- Help button stopped pulsing: normal after the first click.
Need more than the in-app guide? This knowledge base has full walkthroughs for every part of the platform, and you can always reach a person at support@ironcladfamily.com or 1-786-360-1352.
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