🕰️ Est. Time: Completed at your own pace (see our guidance below)
🎯 Goal: Confidently set up Streamtime to support productivity, profit, and wellbeing
🔑 Requirements: Full permissions.
👋 Hello
Welcome to Streamtime! We’re so glad you’re here.
This self-guided onboarding course is designed to help you set up Streamtime thoughtfully and confidently. It walks you through the key steps to build a setup that supports both your business goals and your team’s wellbeing.
We call this productive wellbeing, finding the balance between getting great work done and working in a way that’s sustainable, clear, and human. And, you'll see this reflected throughout the course.
🎖️ How to get the most out of your onboarding
Use the course as more than just a tool to quickly get you started. Think of it as your secret weapon to build a way of working that’s sustainable, purposeful, and balanced.
Take your time, explore at your own pace, and celebrate each step forward. You’re not just setting up a way to manage projects or log time, you’re designing a better way to work.
🎓 How to use this course
You'll find it helpful to have this course open side-by-side with your Streamtime account. That way, you can follow the steps in real-time and see everything come to life as you go.
The more attention you give to setup now, the smoother your day-to-day will be later. Each module includes tips, examples, and guidance to help you make the best choices for your business.
🕰️ How long to allow
On average, onboarding takes 4–6 weeks from sign-up to full rollout.
That includes going through the course itself, but the real work happens alongside it: importing data, team discussions, and decisions that need thinking time. You're not working solidly the whole time, but this estimation helps you plan ahead and allows for those natural breaks.
Whether you move fast or take it step by step, the goal is the same: a setup that works for your business and helps you thrive long-term.
A quick case study
One of our customers went from first seeing Streamtime to fully rolling out across their team in under four weeks. That was over six years ago, and they're still happy users today.
👀 What's included
We've separated the course into 5 modules to help you move through onboarding at a comfortable pace.
The estimated times below are for course content only. The actual setup work, like entering details, importing data, creating templates, and training with your team, all vary depending on your business, and your capacity.
Module 1: Complete your profile
⏱️ Approx. 1 hour
Set up your company profile, team members, and billing details to build a solid foundation.
Module 2: Build the foundations
⏱️ Approx. 1 hour
Understand how Streamtime structures jobs and data, so your system stays organised as you grow.
Module 3: Import clients and suppliers
⏱️ Approx. 1 hour
Bring your existing contacts in cleanly, and get everything ready to use.
Module 4: Design project templates
⏱️ Approx. 3 hours
Review your job strategy, create templates that save time and ensure consistency, and build scalable workflows. You'll also migrate jobs from your old tool.
Module 5: Go further with Streamtime
⏱️ Approx. 2 hours
See how scheduling, reporting, and team training fit together. Explore best practices for new business and ongoing improvement.
You can move at your own pace, and we'll highlight where you can skip steps or simplify if you're working solo.
🛟 Find help anytime
The course should give you all the content you need, but we have linked to supporting articles as you work through.
Our help centre is searchable 24/7 if you need a quick answer or deeper dive into specific features.
You can also message our support team anytime. If you have an onboarding consultant, just include their name in your message so it reaches them.
▶️ Access the course
When you're ready, you can access the course using the button below, and your progress will save as you go. Enjoy!