The setup guide travels with you in the help widget

While setup is unfinished, Rezo's chat carries your current setup step as a message, so you can tick it off or open it without going back to the setup page.

While your setup still has unfinished steps, the Rezo widget carries your setup guide inside the chat itself. The step you're on appears as a message from Rezo at the bottom of the conversation, wherever you are in the dashboard, so you don't have to go back to the setup page between each one.

Where to find it

Open the help widget from the top bar, next to the notification bell. The setup message sits in the conversation — it's there when you open the widget to start a new chat, and it stays at the bottom of an ongoing conversation.

What the setup message shows

• Where you are — "Setup · step 2 of 5" while you still have essential steps left, or "Setup · 3 left" once you're live and only optional steps remain.
• The step's name and a line describing it.
• Mark as done — ticks that step off. It's the same tick as the one on the setup page, so the two always agree.
• A button that opens the step (usually Set up) — takes you straight to the settings page for it.

It follows you, and it moves on by itself

The widget is on every dashboard page, so the guide comes with you. When you open a step the widget stays open as you work through the settings screens. If you minimise it, it stays minimised — until you start a different step, which opens it again.

When a step is finished the message moves on to the next one on its own. There's nothing to click for "next".

Why some steps have no "Mark as done"

A few steps only tick once you've actually switched the thing on — turning on online gift card sales, for example. For those, the message shows only the button that opens the step. That's deliberate: ticking them by hand would let your setup say a shop is open when it's still shut.

Asking a question while you're setting up

Type in the chat as normal — Rezo knows which step you're on. It answers what you asked in full, whatever it's about, then adds a short line reminding you which step you were on so you can pick up where you left off.

When it goes away

Once every step is complete, the setup message disappears and nothing in the chat changes for you again. It never appears in the staff portal — setting the venue up is the owner's job.

Related: How do I reopen the setup wizard or replay the tour? · How do I sign up and set up my restaurant?