🕰️ 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.

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.

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.

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.

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.

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.

⏱️ Approx. 1 hour

Set up your company profile, team members, and billing details to build a solid foundation.

⏱️ Approx. 1 hour

Understand how Streamtime structures jobs and data, so your system stays organised as you grow.
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⏱️ Approx. 1 hour

Bring your existing contacts in cleanly, and get everything ready to use.

⏱️ 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.
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⏱️ Approx. 2 hours

See how scheduling, reporting, and team training fit together. Explore best practices for new business and ongoing improvement.
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You can move at your own pace, and we'll highlight where you can skip steps or simplify if you're working solo.

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.

When you're ready, you can access the course using the button below, and your progress will save as you go. Enjoy!

This course is designed for existing customers too, so you can keep getting the most out of Streamtime as your team, projects, and ways of working evolve.

If you’re coming back to the course, you can treat it more like a guided checklist than a deep dive onboarding guide. You’ll likely skip some sections entirely and spend more time in others, especially the more interactive exercises later in the course, like working through your job and template strategy.

How long this takes will depend on your current setup and processes, but we typically see existing customers spend around 2 hours working through the course.

If you’ve been using Streamtime for a while, this course helps you step back and reassess how your current setup supports the way your team works today. It’s a chance to revisit what’s possible, get inspired by best practices, and spot areas where things could be simplified or refined.

If you’ve recently joined a company that already uses Streamtime, this course is a great way to understand how everything fits together. Much of the setup may already be in place, which means you can focus on learning how it works behind the scenes, while also spotting areas that aren’t currently being used and deciding whether they could add value for your team.

If you’re ever unsure, our team is here to help. You can reach out at any time for guidance or a second opinion.