General Onboarding
Welcome to the Cartwheel Onboarding Guide! The articles within this guide are short and mainly consist of brief explanations along with videos and screenshots. Its designed to be completed in order, but if you'd like to skip around, that's ok too. As a rule of thumb, we highly recommend that every user completes this guide, which will help you start your journey with Cartwheel. Let's begin! Click "Step 0" and then navigate through the guide by selecting a topic in the accordion menu on the left.
- Step 1: Logging into the Web Dashboard ➡️
- Step 2: Teams and Pick-ups ➡️
- Step 3: Learn about the Dispatcher Map ➡️
- Step 4: Create accounts for your Drivers ➡️
- Step 5: Create a new Order via “Quick Create” on the Dispatcher Map ➡️
- Step 6: Log into the Driver App ➡️
- Step 7: Claim an Order in the Driver app ➡️
- Step 8: Tracking an Order on the Dispatcher Map ➡️
- Step 9: Complete delivery of an Order in the Driver app ➡️
- Step 10: Customer Notifications and Order Tracking Page ➡️
- Step 12: Orders on a Cartwheel Web Dashboard ➡️
- Next Steps ➡️
- Introduce Your Drivers to The Cartwheel Driver App ➡️
- Join a Zoom meeting or webinar ➡️