The redesigned setup dashboard moves more new users through setup on their first day. Completions rose about a third across every comparable step. The cost is a 41% fall in recommended-card clicks. It is too early to read conversion.
The share of new users finishing zero comparable steps fell from 51% to 43%, and the gain lands in the 2-step and 3-step buckets. The 4 comparable steps are locations, services, client import and online payments. We excluded the team step from this count because its old tracking logged skips as completions.
| Steps completed | Before | After |
|---|---|---|
| 0 steps | 51.2% | 42.6% |
| 1 step | 19.9% | 18.9% |
| 2 steps | 14.5% | 18.2% |
| 3 steps | 12.0% | 17.9% |
| 4 steps | 2.4% | 2.4% |
Locations gained the most, up 9.9 points. Payments barely moved on completion, but payment intent doubled (see the behaviour table below) and Stripe onboarding never finishes on day one. The team step is excluded from this chart: its tracking changed twice in this window, so its numbers are not comparable. Its reconciliation is in the next card.
| Step | Before | After | Change |
|---|---|---|---|
| Add locations | 36.0% | 45.9% | +9.9 |
| Add services | 28.6% | 35.8% | +7.2 |
| Import clients | 25.4% | 31.8% | +6.4 |
| Online payments | 4.4% | 5.1% | +0.7 |
The team step's drop from 14.2% to 8.4% is fully explained by 2 tracking artefacts, and the behaviour underneath is flat.
The defensible claim is 'no evidence of a material decline in invite initiation', not 'team invites are fine': the samples are small and invite acceptance is not yet validated. Going forward, measure a 'team growth action' (union of 'create staff', 'Team member invitations sent' and 'Invite link copied', per workspace) and label it exactly that, because a copied link is weaker intent than a sent invitation. Treat 2 July as a definition break: report the before and after series separately, never as one trend. Judge team activation (invites accepted) on 7 and 14 day windows, since acceptance depends on another person. Anything downstream that counts 'create staff' (activation analyses, segmentations, staff-count segments) will read team growth as roughly halved from 2 July unless it adds the invitation events.
Skipping is new, and people use it. One in 5 day-one signups now skips at least one step, which resolves the checklist instead of leaving it to nag. Counting completions and skips together, 33.8% of new users deal with 3 or more of the 5 steps on day one, against 17.7% before.
| Step | Skipped within 24 hours |
|---|---|
| Import clients | 15.3% |
| Online payments | 13.7% |
| Add locations | 6.7% |
| Add services | 5.8% |
| Invite team | 5.4% |
The inline step panel absorbs the first session. That helps setup and payments intent, and it costs the recommended cards. Nothing downstream broke: creating a client is trending up, and notes and booking-link shares are within noise.
| Day-one behaviour | Before | After | Change | Read |
|---|---|---|---|---|
| Clicked a recommended card | 23.5% | 13.9% | −9.6 pts | significant fall (z = 3.9) |
| Clicked connect Stripe | 4.7% | 10.1% | +5.4 pts | significant rise (z = 4.4) |
| Created a client | 25.0% | 29.7% | +4.7 pts | borderline rise (z = 1.9) |
| Created a note | 18.0% | 15.5% | −2.5 pts | within noise |
| Shared their booking link | 8.9% | 9.8% | +0.9 pts | within noise |
Watch the cards. The AI Scribe card was the top discovery path for AI notes, and note creation is drifting down inside the noise band. If 7-day AI-notes adoption dips this week, raise the cards or hand off into features when the checklist completes.
Fast subscriptions look lower after the release: 0.6% of the release week's signups subscribed within 72 hours, against a June average around 2.4%. We do not read this as a design effect yet, for three reasons.
| Signup week | Signups | Subscribed in 72 h | Rate |
|---|---|---|---|
| 1 June | 480 | 12 | 2.50% |
| 8 June | 517 | 3 | 0.58% |
| 15 June | 489 | 11 | 2.25% |
| 22 June | 583 | 16 | 2.74% |
| 29 June | 495 | 21 | 4.24% |
| 6 July (release) | 329 | 2 | 0.61% |
The honest conversion read arrives in two parts: 7-day Stripe connections mature from 14 July, and the first 14-day subscription windows complete on 20 July. The April analysis found people who complete 3 or more steps subscribe at about 4 times the rate of those who complete none, but that was correlation. This release is the test of whether pushing more people past that line moves revenue.