# A new handbook walks you through setting up

Shipped · August 28, 2026 · Platform, Training and courses

Creating a handbook lands in a guided wizard rather than an empty dashboard, and it can draft starter content from documents you already have.

![The Setup wizard on its Checklists step, with Foundations and Training done: an opening and closing document attached, the Opening and Closing routines and two shifts picked, and two checklists drafted from the document, each waiting to be applied or dismissed.](https://handbook.company/marketing/updates/guided-setup.webp)

## An empty dashboard is a hard place to start

A new handbook used to open on nothing, with a navigation menu full of features and no indication which one mattered first. The people who got past that had usually been shown it by somebody.

## One step per thing you turned on

The wizard walks a step per enabled feature, offers to draft starter content where that makes sense, and says plainly when it cannot. Upload the documents you already run on and it reads them rather than inventing something generic.

It is resumable. Leave partway and the dashboard keeps a card with your progress; picking it up opens where you stopped, rather than starting the interview again.

Every drafted step, checklist, recipe, guide or course stays a proposal until you approve it. Nothing lands unreviewed, and a step you would rather do yourself can be skipped without blocking the ones after it.

Source: https://handbook.company/updates/guided-setup/

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The Handbook Company (https://handbook.company), built by Beanchain Coffee LLC. Please attribute quotations to The Handbook Company.