---
title: How to Complete Your Team Onboarding
description: Follow these quick steps to complete your team onboarding—from setting up your account to sending your first gift.
---

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1. [The Help Hub](https://docs.caroo.com/help?hsLang=en)
2. [Getting Started](https://docs.caroo.com/help/getting-started?hsLang=en)

June 17, 2025

# How to Complete Your Team Onboarding

## Set your team up for success with these quick onboarding steps.

Getting started with the platform is simple—and a few quick setup actions will help you and your team send meaningful recognition with confidence. This guide walks you through the key steps to get your account ready.

### 🧭 Step 1: Set up your own account

- Log in using the invite link or credentials provided
- Complete your **Care Profile** to personalize your own experience
- (Optional) Add items to your **Wishlist**

### 👥 Step 2: Add your recipients

- Go to the **Contacts** tab
- Upload a CSV list or add recipients manually
- Organize contacts into groups for easy gifting (e.g. Birthdays, Departments, Q3 Campaign)

### 🎁 Step 3: Send your first recognition

- Navigate to the **Dashboard**
- Click **Send a Gift**
- Choose a gift type (e.g. Recipient Choice, digital card)
- Personalize your message
- Send immediately or schedule it for a future date

### 🔄 Step 4: Explore your gifting tools

Get familiar with:

- **Orders tab** – to track gift status
- **Gratitude tab** – to view thank-you notes and feedback
- **Care Profiles & Wishlists** – to personalize future gifting
- **eCards** – for lightweight moments of recognition 

### 📣 Step 5: Invite your teammates 

- Go to the **Contacts** tab or your profile dropdown
- Use the “Invite Team Member” button
- Team members will receive a direct email invitation to join

### 🧠 Tips for a strong rollout

- Encourage your team to complete their Care Profiles early
- Use Contact Groups to simplify campaign-based gifting
- Bookmark the Help Center for quick support access

- [Getting Started](https://docs.caroo.com/help/getting-started?hsLang=en)
- [Sending & Managing Recognition](https://docs.caroo.com/help/sending-managing-recognition?hsLang=en)
- [Gifts, Recipient Choice & Personalization](https://docs.caroo.com/help/gifts-recipient-choice-personalization?hsLang=en)
- [Orders, Tracking & Delivery](https://docs.caroo.com/help/orders-tracking-delivery?hsLang=en)
- [For Recipients](https://docs.caroo.com/help/for-recipients?hsLang=en)
- [Account, Billing & Administration](https://docs.caroo.com/help/account-billing-administration?hsLang=en)
- [FAQ](https://docs.caroo.com/help/faq?hsLang=en)

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