# How to finish the workspace setup wizard

> Add your business details, set your default sender, create your first lists and tags, and invite your team in the Kelune CRM Cloud setup wizard.

Product: Kelune CRM Cloud (hosted by us). Page: https://kelunecrm.com/docs/cloud/getting-started/setup-wizard

A new workspace opens on a short setup wizard. It collects what your emails need from day one: who sends them, the business details in the footer, and the first lists and tags to organize contacts.

The wizard has six steps: **Welcome**, **Sender**, **Lists**, **Tags**, **Team**, and **Finished**. Every step is optional.

> **Note:**
>
> Only members who can manage settings see the wizard. Other members go straight to the dashboard.

## Move through the wizard

Each step has the same buttons at the bottom:

| Button | What it does |
| --- | --- |
| **Save & next** (**Next** on the first step) | Saves the step and opens the next one |
| **Skip** | Opens the next step without saving this one |
| **Back** | Returns to the previous step |
| **Skip all** | Closes the wizard. You can set everything later in **Settings** |

If you close the browser, the wizard opens again on the step where you stopped.

## Step 1: Add your business details

1. Click **Upload logo** to add your logo. The hint under the button shows the file types and the size limit.
2. Check the **Business name**. It starts as the workspace name.
3. Enter your **Business full address**.
4. Click **Next**.

![The Welcome step with the logo, Business name and Business full address fields](https://kelunecrm.com/images/docs/cloud/getting-started/setup-wizard/welcome.webp)

The logo appears on the unsubscribe and subscription confirmation pages. The business name and address go into your email footer. Most countries require a postal address in marketing email, and the `{{business_address}}` merge tag inserts it.

## Step 2: Set your sender

1. Enter the **From name**: the name people see in their inbox.
2. Enter the **From email**. Use an address on a domain your email provider can send from.
3. Enter the **Reply-to email** if replies should go to a different address. Leave it blank to receive replies at the From address.
4. Click **Save & next**.

![The Your sender step with From name, From email and Reply-to email](https://kelunecrm.com/images/docs/cloud/getting-started/setup-wizard/sender.webp)

> **Caution:**
>
> No email is sent until you connect an email provider. See [How to connect an email provider](https://kelunecrm.com/docs/cloud/getting-started/connect-email-provider).

## Step 3: Create contact lists

Lists group contacts by audience, such as newsletter readers, customers, or partners.

1. Enter one list name in each row.
2. Click **Add more list** for another row.
3. Click **Save & next**.

The delete button next to a saved list removes it.

![The Contact lists step with one list name in each row and the Add more list button](https://kelunecrm.com/images/docs/cloud/getting-started/setup-wizard/lists.webp)

## Step 4: Create contact tags

Tags label contacts by interest, stage, or source. A contact can carry any number of tags.

1. Enter one tag name in each row.
2. Click **Add more tag** for another row.
3. Click **Save & next**.

## Step 5: Invite your team

1. Enter a colleague's email address.
2. Choose their role.
3. Click **Add another** to invite more people.
4. Click **Send & next**.

Each person gets an email invitation to join the workspace. If the plan has no free seats, the step says so. See [How to invite and manage members](https://kelunecrm.com/docs/cloud/workspace/members).

![The Invite your team step with email and role fields](https://kelunecrm.com/images/docs/cloud/getting-started/setup-wizard/team.webp)

## Step 6: Finish

Click **Go to dashboard**. The wizard does not open again.

## Change these settings later

| What | Where |
| --- | --- |
| Logo, business name, address | **Settings**, then **General** |
| From name, From email, reply-to | **Settings**, then **Global email** |
| Lists and tags | **Contacts**, then the **Lists** or **Tags** tab |
| Team | **Settings**, then **Members** |

## Where to go next

- [How to connect an email provider](https://kelunecrm.com/docs/cloud/getting-started/connect-email-provider)
- [How to read the dashboard and analytics](https://kelunecrm.com/docs/cloud/getting-started/dashboard-overview)
- [How to set up general settings](https://kelunecrm.com/docs/cloud/getting-started/general-settings)