Your Setup Guide
Track how complete your workspace is and finish the steps that make Market Trak sound and look like you.
Your Setup Guide is a quick checklist that shows how ready your workspace is and links you straight to anything still to do. The more of it you complete, the more your content, reports and emails look and sound like your brand.
Where to find it
Look for the small progress ring at the bottom of your sidebar, just above the Menu button. On a phone it is a floating ring in the bottom-left corner. The ring shows your completion percentage at a glance; click it to open the full checklist.
The guide only appears while there is something left to do. Once you reach 100% it congratulates you and tucks itself away.
What's on the checklist
The steps are grouped into three sections. You only see steps that apply to your plan, so the bar always reaches a genuine 100%.
Your brand
- Upload your logo so your designs carry your branding.
- Set your brand colours for your posts and reports.
- Add your company info (your agency name and website).
- Add your booking link (your valuation booking page or calendar link).
Connect & configure
- Connect social media so you can post to Facebook and Instagram.
- Connect a property feed to sync your listings automatically (if your plan includes it).
- Set your notification preferences to choose what you are alerted about.
Get seen
- Publish your first post to send content to your channels, or schedule one for later.
- Set up your bio link page for your social profiles.
How the ticks work
Each step ticks itself off automatically from your real workspace, so there is nothing to mark as done. Anything you have already set up is ticked already, and any unfinished step is a link: click it and you land exactly where you complete it.
Open the guide
Click the progress ring at the bottom of your sidebar.
Pick a step
Click any unfinished step to jump straight to the right screen.
Complete it
Do the action (for example connect your socials or add your logo), then move to any other page and the guide updates with the new tick.
Hiding the guide
If you would rather not see it, open the guide and click Permanently hide at the bottom. It will not come back for that workspace.
Your reply-to email is set up for you automatically (it uses your login email), so it is not one of the checklist steps. You can change it any time in Settings > Workspace Settings > Leads > Email Settings.