> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/onboarding/onboarding-overview.md). # Onboarding Overview ## Purpose This onboarding guide explains the full process to get your account set up, activated, and ready for use. Our onboarding approach is designed to be **simple, guided, and fast**. You do not need to have everything perfectly prepared before starting; our team will assist you throughout the process. *** ## Overview **The onboarding process consists of the following optional steps.** All steps can be completed independently within the system. The onboarding service is offered to help you get set up quickly and efficiently using your own data, but it is not required to use the platform. 1. Activate your subscription *(Skip if already completed)* 2. Complete the Cloudscaff Onboarding Template 3. Return the completed template 4. Configure scaffold management 5. Balance existing site inventory *** ## After Onboarding Once onboarding is complete: * Your account will be fully configured * Users can log in and begin working * Inventory, customers, and sites will be live * Training sessions can be scheduled if required *** ### Ongoing Support If you need help at any stage — onboarding or beyond — contact us at: **** We look forward to working with you and supporting your team. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.cloudscaff.com/onboarding/onboarding-overview.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.