Getting started

Welcome to Pointerly. This guide orients you in the dashboard: the product tour, the getting-started checklist, how to show or hide modules, and which path to take first—links or bio.

What you will set up

1. Know where Links, Tags, Bio, Analytics, and Settings live
2. Run (or reopen) the dashboard tour
3. Customize which modules appear in navigation
4. Complete the checklist: profile → affiliate tag → first link → customize profile
5. Choose a first distribution path: share a link, or publish a bio page

Before you start

• You have signed in and finished basic account / team creation
• You know whether you are working as a creator or brand team (profile links differ)
• Optional: your Amazon Associates (or other store) tracking ID ready

Step 1 — Land on the dashboard

1. Open Dashboard (/dashboard).
2. Use the sidebar (or top navigation, depending on appearance settings) to scan core modules: Links, Affiliate tags, Bio, Analytics, Deals, Settings.
3. Confirm the active team in the team switcher if you belong to more than one workspace.

Step 2 — Run the dashboard tour

The guided Dashboard tour walks through welcome, creating your first affiliate tag, optional Amazon Creators API, creating a first link, then short stopovers on Links, Analytics, Deals, Bio, AI Content, Billing, Creator Connect, and Settings.

Start or reopen the tour

1. From Dashboard → Help (or the Help getting-started card), click Start tour.
2. Or wait for the tour if it opens automatically on a first visit.
3. Use Next / Back, complete action steps when offered (create tag, paste first URL), then Get Started on the last screen.

Closing the tour dismisses it for later; you can reopen it from Help anytime.

Tour highlights (in order):

Step 3 — Use the Getting started checklist

On the dashboard home, a floating Getting started checklist tracks:

1. Create your profile — display name and username (/onboarding if incomplete)
2. Add an affiliate tag — connect your store tracking ID
3. Create your first link — turn a URL into a tracked short link
4. Customize your profile — bio, avatar, or cover (creator or brand profile)

Open the checklist from the progress chip (bottom-right on desktop). Marked items update as you complete them; when everything is done the widget dismisses itself. You can choose Don't show again if you prefer a clean dashboard.

Step 4 — Module picker / customize navigation

Pointerly includes many modules. Keep the sidebar focused on what you use daily.

1. Go to Dashboard → Settings → Appearance (navigation / modules controls).
2. Show or hide modules you do not need yet (for example Telegram, WhatsApp, Pipeline).
3. Optionally reorder, favorite, or pin items for mobile.
4. Save preferences—your choices sync to your user appearance settings.

You can restore defaults from the same appearance / navigation controls if the sidebar feels empty.

Step 5 — Pick your first path

Path A — First monetized link (recommended)

Best when you already promote product URLs in social posts or DMs.

1. Add an affiliate tag
2. Create a link
3. Copy the short URL and share it
4. Optional: import marketplace reports later for earnings overlay

Follow the detailed walkthrough: First monetization flow.

Path B — Bio page as your home link

Best when you want one evergreen URL in your Instagram / TikTok bio.

1. Create at least one tracked link (Path A)
2. Create and publish a bio page
3. Add the link to a Links / Highlights section
4. Set the page as default and share /@your-slug (or a custom bio domain)

Where things live

Tips

• Do tag → link before decorating a bio—attribution attaches on the link.
• Keep navigation lean for week one: Links, Affiliate tags, Bio, Analytics, Settings.
• Reopen Start tour from Help whenever you onboard a teammate.
• Creator Connect (brand/creator campaigns) can wait until monetization basics work.

Related

• First monetization flow
• Links overview
• Bio page overview
• Create an affiliate tag