Getting Started with TalentPipeFlow
Welcome to TalentPipeFlow! This guide will walk you through setting up your account and getting familiar with the platform in just 5 minutes.
🎯 What You'll Accomplish
- Create your TalentPipeFlow account
- Verify your email and complete profile setup
- Take a tour of the main dashboard
- Understand the key features and navigation
Account Registration
Creating Your Account
Visit the signup page: Click "Get Started" in the top navigation or go to /auth/signup
Fill in your details:
- • Full Name (e.g., "Sarah Johnson")
- • Email Address (your primary business email)
- • Password (minimum 8 characters, include numbers/symbols)
- • Company Name (optional but recommended)
Choose your plan: Start with the 14-day free trial (no credit card required). You can upgrade later from your dashboard.
Pro Tip: Use your primary business email as it will be used for client communications and system notifications.
Email Verification
Confirming Your Email
After registration, check your email inbox for a verification message from TalentPipeFlow.
The email will arrive within 1-2 minutes. Check your spam folder if you don't see it.
Click the "Verify Email" button in the email to activate your account.
This confirms your email address and enables all platform features.
Important: You won't be able to access the full platform until your email is verified. If you don't receive the email, check spam or contact support.
Initial Setup Wizard
Completing Your Profile
After email verification, you'll be guided through a quick setup process:
Personal Information
- • Job title (e.g., "Senior Recruiter", "Talent Acquisition Specialist")
- • Company size and industry
- • Years of recruiting experience
- • Primary recruitment focus (IT, Healthcare, Finance, etc.)
Notification Preferences
- • Email notifications for new applications
- • Daily/weekly summary reports
- • Interview reminders
- • System updates and feature announcements
Initial Configuration
- • Time zone and working hours
- • Default email signature
- • Pipeline stage preferences
- • Integration preferences (calendars, etc.)
Flexibility: Don't worry about getting everything perfect now. All these settings can be changed later in your account settings.
Dashboard Overview
Understanding Your Dashboard
Once setup is complete, you'll land on your main dashboard. Here's what you'll see:
Analytics Overview
- • Total active jobs
- • Applications this week
- • Pipeline conversion rates
- • Recent activity feed
Quick Actions
- • Add new client
- • Create job posting
- • Import candidates
- • Schedule interview
Recent Applications
- • Latest candidate applications
- • Status updates needed
- • Interview follow-ups
- • Automated email activity
System Status
- • Email automation status
- • Integration health
- • Storage usage
- • Subscription details
Success! Your TalentPipeFlow account is now ready. The dashboard provides real-time insights into your recruitment activities and quick access to all features.
🧭 Platform Navigation
Main Navigation Areas
Primary Features
- Dashboard: Overview and quick actions
- Jobs: Create and manage job postings
- Candidates: View and manage candidate profiles
- Pipeline: Drag-and-drop candidate management
- Clients: Manage client relationships
Advanced Features
- Interviews: Schedule and track interviews
- Automation: Set up email workflows
- Analytics: View performance reports
- Settings: Configure your account
- Import: Bulk data import tools
🚀 What's Next?
Congratulations! You've successfully set up your TalentPipeFlow account. Here are the recommended next steps:
Immediate Actions (10 minutes)
- 1.Add your first client
Start by adding a client you're currently recruiting for
- 2.Create your first job posting
Set up a job and generate a public application link
- 3.Explore the pipeline view (Coming Soon)
Understand how to manage candidates through stages
Advanced Setup (30 minutes)
- 4.Set up email automation (Coming Soon)
Create automated workflows for candidate communication
- 5.Import existing data (Coming Soon)
Upload candidates and clients from spreadsheets
- 6.Customize your workspace (Coming Soon)
Tailor the platform to your specific workflow