This checklist contains four steps, each with a small number of tasks to perform, and amounts to a simple tutorial, aimed at new account managers who received minimal orientation from the previous manager.

All of the tools you’ll need to perform these tasks are accessible via links on your account dashboard. To use this tutorial, you’ll need to be able to login. If you are not able to do that, email us at support@seatyourself.biz

For effective completion of this tutorial, we suggest having the checklist in one browser tab, and the dashboard in another, or printing out the checklist pages.


Completing the tutorial should require less than an hour of focused time, but cannot be done at the same time as some other task. Please email us if you hit a snag.