Getting startedProduct tour

Product tour

The first time you reach your dashboard, Novex offers a short guided tour of the main areas of the workspace. Combined with empty-state guidance on every module, it means you always know what to do next — even before you’ve added any data.

The first-run tour

  • It launches automatically on your first visit to the dashboard after onboarding.
  • It highlights the left navigation, the global search / create actions, and the dashboard tiles, with a one-line explanation of each.
  • Skip or replay: dismiss it at any point — it won’t nag you again. To run it again later, use the Replay tour button in the page header. See First-login tours for skip, resume, and the full per-screen behavior.

Empty-state guidance

Most lists in Novex start empty. Instead of a blank screen, each module shows an empty state: a short explanation of what the module is for and a primary button to create the first item.

For example:

  • Events with no events shows “Create your first event” with a button to the new-event form.
  • Clients, Leads, Invoices, Venues, and similar lists each show their own create-first-item prompt.

This is also what you see if you soft-skipped onboarding: operational pages render a guided empty state rather than forcing you back into the wizard.

When to use this

  • New to Novex? Let the tour run once to learn the layout.
  • Onboarding a teammate? Point them at the tour and the empty states — they’re the fastest way to learn each module.

Tips

  • The tour is per user, not per tenant — every new team member gets it on their first login.
  • If you dismissed the tour and want the orientation again, the empty states and the in-app Help / Support links cover the same ground.

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