> ## Documentation Index
> Fetch the complete documentation index at: https://docs.app.creativuk.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started

> Log in, use the four tabs, and open your first appointment.

## Log in

1. Open the app link from your WhatsApp group: [app.creativuk.co.uk](https://app.creativuk.co.uk)
2. Enter your username and password (shared with you privately)
3. Tap **Log In**

You land on the **Dashboard**.

<Note>
  There is no **Forgot password** option. If you cannot log in or need your password reset, contact your team lead.
</Note>

## The four tabs

Use the bar at the bottom of the screen:

| Tab              | What it is for                                                        |
| ---------------- | --------------------------------------------------------------------- |
| **Dashboard**    | **Your** monthly stats — appointments sat, sales won, conversion rate |
| **Appointments** | **Your** appointments — **start here each visit**                     |
| **Progress**     | **My Progress** — jobs **you** have started                           |
| **Profile**      | **Reports** (beta) and **Logout**                                     |

<Note>
  Admins see extra Profile options. As a sales rep, **Profile** should only show **Reports** and **Logout** besides your account details.

  **Reports is in beta** — figures may not be accurate yet. Use **Dashboard** for your monthly stats until Reports is fully released.
</Note>

## Starting an appointment

<Steps>
  <Step title="Open Appointments">
    Tap **Appointments** at the bottom. Expand **Appointment Date Filter** and tap **This Week** or **This Month** to see upcoming jobs — the list shows **today only** by default.
  </Step>

  <Step title="Select the customer">
    Tap the appointment for the property you are visiting.
  </Step>

  <Step title="Check the details">
    On **Opportunity Details**, confirm name, address, phone, and email are correct. Fix anything wrong with the customer before you continue.
  </Step>

  <Step title="Start Solar Progress">
    Tap **Start Solar Progress** (or **Continue Solar Progress** if you already started). Confirm in the popup with **Start Progress** or **Continue Progress**.
  </Step>

  <Step title="Work through Solar Progress">
    You are now on **Solar Progress**. Tap each step in order — the first step is usually **Survey**.
  </Step>
</Steps>

## If you need to resume later

Go to **Progress**, find the customer, and tap the card. You return to **Solar Progress** at the current step.

## Check appointments the day before

Before each visit, open **Appointments**, expand **Appointment Date Filter**, and tap **This Week** or **This Month**. Confirm your job is listed. If it is not there, contact your team lead — see [Step-by-step guide](/sales/step-by-step#before-the-appointment--check-it-is-in-the-app).

## Dashboard stats

The **Dashboard** shows for the current month:

* **Appointments Sat** — how many appointments you sat
* **Sales Won** — jobs marked **Won**
* **Conversion rate** — won ÷ appointments

These update when you mark **Won** or **Quote** on a job.

## Next step

Follow the full appointment flow: [Step-by-step guide](/sales/step-by-step)