What Wendor Sets Up When You Finish Onboarding

Finishing onboarding does a lot more than just create your vendor profile. The single click of Save & Finish Set-up at the end of Step 2 kicks off a series of background actions that get your account ready to take real bookings. This article walks through everything that happens, so nothing's a surprise the next time you log in.

Your account state flips to Active

Until you submit, your account is in Onboarding Pending and the rest of Wendor is locked. When you click Save & Finish Set-up, Wendor updates your account so that the next time you open the dashboard, every feature is unlocked.

Your 14-day subscription trial starts

Wendor starts the trial clock the moment you finish onboarding. The trial runs for exactly 14 days from then and gives you access to every feature without needing to enter a payment method. Manage or extend it from Settings › Subscription any time before the 14 days are up.

A starter set of templates is copied into your library

Wendor maintains a global library of starter templates tailored per business category. As soon as you finish onboarding, those templates are copied into your account - they become editable templates you own.

What gets copied:

• Contract templates - at least one, with the first marked as your default.
• Email templates - multiple, pre-assigned to their default slots (Default for Contract, Default for Deposit Invoice, etc.).
• Workflow templates - at least one full workflow with sections, tasks, and automations. Automations are pre-wired to point at the matching starter email templates.
• Questionnaire templates - at least one, pre-built with the kinds of questions your discipline typically asks.

The Music sub-category special case

If you picked Music and selected sub-categories in Step 2, Wendor copies a separate set of templates for each sub-category - so DJs and live bands don't share the same contract wording. The templates for the last sub-category in your selection are marked as your defaults; the others are copied without the default flag (you can change which is default later from Templates).

If you picked Music and selected no sub-categories, Wendor copies one set of Music templates as your defaults.

Your portfolio files land in storage

Any photos and videos you uploaded during Step 2 are saved into Wendor's secure storage. Videos are auto-converted to portrait orientation along the way. If an upload hiccups, Wendor retries it automatically in the background a few times.

Your social media links are stored

Each of the five social-media links you filled in is saved against your profile so they can show on your public profile and inside your contracts as merge fields like Vendor Instagram.

The dashboard checklist opens

Wendor takes you to the dashboard, where a post-onboarding checklist opens up automatically. It walks you through the remaining setup that isn't part of onboarding itself:

• Finish setting up payment terms in Billing Settings.
• Link your Fire payment account in Billing Settings so payment links can be generated.
• Connect a mail provider in Mail Settings.
• Review your default templates in Templates.
• Create your first package in Packages (if your business category doesn't ship with a starter one).

The checklist sticks around (and remembers whether you've opened or collapsed it for up to a year) until you tick everything off.

If something goes wrong during submit

If saving your onboarding fails partway through - bad network connection, a temporary storage issue, anything - Wendor cleans up after itself: it removes any files it had just uploaded so nothing's left in an in-between state, then shows the error so you can try again. Submitting a second time starts fresh; you won't end up with duplicate photos or a half-created profile.