# The initial setup wizard: the five steps

> An overview of what the wizard asks, what can be left for later, and what breaks if you skip it.

## What you will get

To know what is coming before you start. The wizard is called **Set up your
account in minutes** and has five steps, shown on a ruler at the top of the
screen.

![The initial setup wizard on step 1, with the five-step ruler at the top and the institution details form](/Apps/edupay/ajuda/assistente-passo-1.png)
*The ruler at the top shows where you are. Completed steps get a green mark.*

## What each step asks

| Step | On the ruler | What it asks | Can it be skipped? |
|---|---|---|---|
| 1 | **Institution** | School name, country, currency and timezone | No |
| 2 | **Portal** | The address where your students log in | No |
| 3 | `Gateway` | Connecting the account that receives the money | Yes, but it blocks charging |
| 4 | **Billing** | Slip lead time and overdue threshold | No |
| 5 | **Contracts** | Creating the first contract template | Yes, no harm done |

## What carries the most weight

Two steps deserve attention because they are hard to change later or block the
whole system:

**The currency, on step 1.** It defines how every amount is written and which
currency charges are created in. Changing it once charges exist creates confusion
across the whole portfolio.

**The payment account, on step 3.** You can choose **Set up later**, and the
wizard says so on screen: without it, no charge can be issued — not by hand, not
by the automatic routine. The school works for registering and enrolling, but not
for getting paid.

The other three are easy to adjust later, under **Settings**.

## How to tell it worked

> [certo]
> When you finish step 5, the system unlocks the panel and stops bringing you
> back to the wizard. From then on the left-hand menu works in full.

## If something goes wrong

> [erro]
> **I closed the browser halfway through.** Nothing is lost: each step is saved
> when you click **Continue**. When you come back, the wizard reopens on the step
> where you stopped.
>
> **I want to change something from an earlier step.** Use the **Back** button
> inside the wizard. Once finished, all of it lives under **Settings**.
>
> **I do not want to configure now.** Step 1 has a **Cancel**, but it only leaves
> the screen — the system will ask for the wizard again next time. Only step 3
> and step 5 can genuinely be left for later.


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https://edupay.estudiosite.com/en/ajuda/getting-started/the-initial-setup-wizard
2026-08-05