Onboarding Wizard Overview

The DubLedger onboarding wizard guides you through a 5-step setup process to get your dispensary operational.

The 5 steps

Business Profile: enter your dispensary name, license number, and address.
Tax & Compliance: select your state and configure tax rates and purchase limits.
Team Setup: invite your first team members and assign roles.
State Tracking: optionally record your state tracking credentials for reference.
Review & Launch: verify all settings and go live.

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.

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.
Email addresses for team members you want to invite.

Time estimate

Most dispensaries complete onboarding in 30-45 minutes. If you have your product list ready, you can be processing sales within an hour.