Account Setup Checklist

Use this checklist to ensure your Rounds account is fully configured.

Initial Setup

[ ] Complete your profile

Company name

Contact information

Logo upload

[ ] Set your timezone

Affects all schedules and reports

Found in Account > Settings

[ ] Configure notifications

Email settings

SMS settings (if using)

Default alert preferences

Locations (Do First)

[ ] Add your first location

Name and description

GPS coordinates (use Quick Capture)

Set appropriate check-in radius

[ ] Organize into areas (optional)

Group related locations

Makes reporting easier

[ ] Test location check-in

Visit location physically

Confirm GPS works correctly

Checklists (Do Second)

[ ] Create your first checklist

Start simple (5-10 questions)

Mix question types

Include one photo question

[ ] Test the checklist

Run through as if you're staff

Check question flow

Verify required fields

Staff (Do Third)

[ ] Add staff members

At least one besides yourself

Verify email addresses

Set appropriate roles

[ ] Confirm staff can log in

They receive invite email

Can access staff app

Profile is complete

Schedules (Do Fourth)

[ ] Create your first schedule

Select location and checklist

Assign staff

Set frequency and times

[ ] Enable notifications

Reminders for staff

Alerts for missed check-ins

[ ] Do a test run

Have staff complete a check-in

Verify submission appears

Check notifications work

Final Steps

[ ] Review reports

Check dashboard shows data

Run a test export

[ ] Add remaining locations

Build out your full setup

[ ] Create additional schedules

Cover all required rounds

[ ] Train your team

Share this help center

Do supervised practice runs

You're Ready!

Once all boxes are checked, your Rounds system is fully operational. Monitor the dashboard for the first few days to catch any issues early.

Account Setup Checklist