![Cario logo RGB blue-1.png]](https://knowledge.cario.com.au/hs-fs/hubfs/Cario%20logo%20RGB%20blue-1.png?height=50&name=Cario%20logo%20RGB%20blue-1.png)
Setting Up Your Account
Onboarding Process: What We Will Do for You
During onboarding, Cario works closely with your team to configure your account, align workflows, and ensure you are confident using the platform before going live.
The onboarding process is delivered in three structured phases, designed to guide you from initial setup through to post-go-live support.
Phase 1: Welcome to Cario
This phase focuses on alignment, planning, and initiating account setup.
|
Step |
What We Do |
|
Agreement Confirmation |
Finalise the Qwilr agreement with Sales to confirm scope and onboarding readiness. |
|
Process Workflow Alignment |
Conduct a workflow call with Sales, Customer Success, and Development (if required) to align your operational requirements with Cario’s capabilities. |
|
Account Setup Kickoff |
Send an onboarding email to begin collecting the required data to configure your Cario tenant. |
Related articles:
Phase 2: Pre-Onboarding Account Setup
This phase focuses on system configuration, training, and go-live preparation.
|
Step |
What We Do |
|
Kickoff & Planning |
Share meeting invites, onboarding boards, and confirm key milestones including the target go-live date. |
|
Platform Walkthrough |
Deliver the first onboarding training session, covering core platform navigation and workflows. |
|
Configuration Review |
Review setup progress and confirm readiness prior to go-live. |
|
Deep-Dive Training |
Conduct a second training session focused on detailed workflows, questions, and operational scenarios. |
Related articles:
- https://knowledge.cario.com.au/cario-quick-quote-save-time-with-instant-freight-estimates
- https://knowledge.cario.com.au/cario-tutorial-creating-a-consignment-step-by-step
Phase 3: Post-Onboarding Engagement
This phase ensures ongoing support and long-term success after go-live.
|
Step |
What We Do |
|
Post-Onboarding Resources |
Share follow-up emails with helpful resources, updates, and feedback opportunities. |
|
Monthly Check-Ins |
Hold monthly review meetings during the first three months after go-live. |
|
Customer Support |
For any questions or support-related issues, you can contact our team at support@cario.com.au or use the in-app chat feature within the Cario FMS to speak directly with our support team. |
Related articles:
- https://knowledge.cario.com.au/cario-consignment-visibility-made-simple
- https://knowledge.cario.com.au/cario-freight-invoice-reconciliation-carrier-charge-matching-workflow
Communication & Updates
As part of onboarding, your team will be added to the Cario Family mailing list to receive important product updates, feature releases, and service announcements.
If you prefer not to receive these communications, you can request removal at any time.
What Happens Next?
Once onboarding begins, you may be asked to provide information such as:
- Warehouse and despatch locations
- Carrier account and service details
- Address books and product lists (if applicable)
- User access and role requirements
- Branding assets such as logos
These details allow us to configure your Cario account accurately and efficiently.