---
title: Getting Started Checklist
description: Getting Started Checklist
---

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1. [Knowledge Base](https://help.cerely.com/?hsLang=en-au)
2. [Troubleshooting & FAQ's](https://help.cerely.com/troubleshooting-faqs?hsLang=en-au)

# Getting Started Checklist

## To ensure you’re ready to effectively use the platform, please complete each of the following tasks in order:

- [Import Clients](https://help.cerely.com/how-to-import-clients?hsLang=en-au)
- [Add Client Charge Rates](https://help.cerely.com/how-to-add-client-charge-rates?hsLang=en-au)
- [Apply Charge Rates to Associated Sites](https://help.cerely.com/how-to-apply-charge-rates-to-associated-sites?hsLang=en-au)
- [Add Site Financials](https://21773606.hs-sites-ap1.com/getting-started-checklist?hsLang=en-au)
- [Add Company Licenses](https://help.cerely.com/how-to-add-company-licences?hsLang=en-au)

Once you've completed the checklist, you're ready to [Create Your Roster Templates](https://21773606.hs-sites-ap1.com/getting-started-checklist?hsLang=en-au).

- [System Setup](https://help.cerely.com/system-setup?hsLang=en-au#main-content)

    - [Personal Settings](https://help.cerely.com/system-setup?hsLang=en-au#personal-settings)
    - [Users & Permissions](https://help.cerely.com/system-setup?hsLang=en-au#users-permissions)
    - [Organisation Settings](https://help.cerely.com/system-setup?hsLang=en-au#organisation-settings)
    - [Configuration System](https://help.cerely.com/system-setup?hsLang=en-au#configuration-system)
    - [Reports Setup](https://help.cerely.com/system-setup?hsLang=en-au#reports-setup)
- [Client Management](https://help.cerely.com/client-management?hsLang=en-au)
- [Site Management](https://help.cerely.com/site-management?hsLang=en-au)
- [Contacts](https://help.cerely.com/contacts?hsLang=en-au)
- [Personnel Management](https://help.cerely.com/personnel-management?hsLang=en-au)
- [Task Manager](https://help.cerely.com/task-manager?hsLang=en-au)
- [Rostering](https://help.cerely.com/rostering?hsLang=en-au)
- [Accounts](https://help.cerely.com/accounts?hsLang=en-au#main-content)

    - [Xero](https://help.cerely.com/accounts?hsLang=en-au#xero)
    - [MYOB](https://help.cerely.com/accounts?hsLang=en-au#myob)
- [Troubleshooting & FAQ's](https://help.cerely.com/troubleshooting-faqs?hsLang=en-au)
- [Cerely Personnel Mobile App](https://help.cerely.com/cerely-personnel-mobile-app?hsLang=en-au)

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