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✅ How to Use Your Hub Launch Checklist

Learn how the Hub Launch Checklist guides you through setup, in what order, and how to skip or change steps.

✅ How to Use Your Hub Launch Checklist

Your Hub Launch Checklist helps you set up your hub step by step. At the top, you will see a progress bar and a header showing how many steps you have done, like "2 of 4 done".

🏠 Checklist On Dashboard Home

Dashboard Home shows one of two things below your greeting: your Hub Launch Checklist, or an Ask Otto card followed by your live stats card. Monetize your WithMe Hub and Grow your business no longer appear on Home.

Your checklist is replaced by Ask Otto and your stats card once all four steps above are done. If you mark Get your first visitors as not done, your checklist keeps showing even after you have launched your hub.

While your checklist is showing, you will see a Want us to build it for you? link under it. Tap it to open, in a new tab, a site where our team can build your hub for you.

📋 The Steps In Order

The checklist runs through these steps in this order:

  1. Add your photo and theme

  2. Create your first product

  3. Connect bank account

  4. Get your first visitors

If you skip setting up payouts with Stripe, the Connect bank account step moves to the end of your checklist instead of staying in place.

🎨 Changing Your Theme From The Checklist

While Add your photo and theme is your current step, you will see a Change theme link under the step's button. Tapping it opens the same theme picker you would find under My Hub > Edit Design.

⏭️ Skipping Your Payout Setup

Whenever Connect bank account is your current step and you have not skipped it yet, you will see Skip for now next to the Fast Setup line. This stays visible even if you have already created a product, so you can come back and connect your bank account whenever you are ready.

If you get stuck, message us from the chat bubble and we will help.

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