Initial setup
After you create an organization, Smengo walks the owner through a short setup guide so the system fits your team from the start. It takes a couple of minutes, and you can return to an unfinished step at any time.
Step 1. What brings you to Smengo
Pick everything that matters to you: scheduling, team management, onboarding, communication, time tracking, analytics, or the AI business orchestrator. Then tell us your role, how long the business has been running, and what you currently use for scheduling.
If you choose “Not open yet”, a calendar appears — set your planned opening date.
Step 2. Setup method
Choose how to fill the system:
- Manual — add departments and your team yourself (available now).
- AI setup — coming soon.
Step 3. Departments and roles
Add departments — the team groups by them in the schedule. You can start from examples (Sales, Development, Finance) with one click. Base roles are already set up; custom roles can be added later in Settings → Roles.
Done
After you press “Done”, the schedule opens with a welcome overlay and a choice:
- Continue setup — go to Quick Start.
- Continue without setup — jump straight to work.
Quick Start
A short checklist: departments and roles, building the schedule (adding employees, shifts, cards), and publishing the schedule with a team invite. Departments you added show right in the step.