Onboarding Wizard Overview
The DubLedger onboarding wizard guides you through a 5-step setup process to get your dispensary operational quickly.
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The 5 Steps
1. Business Profile — Enter your dispensary name, license number, and address.
2. Tax & Compliance — Select your state, configure tax rates, and set compliance rules.
3. Team Setup — Invite your first team members and assign roles.
4. METRC Integration — Connect your state tracking system (optional, can be done later).
5. Review & Launch — Verify all settings and go live.
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Accessing the Wizard
After creating your account, you are automatically taken to the onboarding wizard. You can pause at any step and resume later. Your progress is saved automatically.
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Prerequisites
Before starting, have ready:
- Your state cannabis license number
- Your business address and contact information
- Your state tax rates (or let the system auto-fill them)
- Your METRC API key (if you want to connect during setup)
- Email addresses for team members you want to invite
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Time Estimate
Most dispensaries complete onboarding in 30-45 minutes. If you have your METRC API key and product list ready, you can be processing sales within an hour.