Getting started

This guide walks you through setting up your Scalar account and completing the onboarding checklist.

Registering your account

  1. Go to the Scalar registration page
  2. Enter your email address and password
  3. Check your inbox for a verification code (OTP)
  4. Enter the code to verify your email
  5. Your account is now active

Creating your company

After verifying your email:

  1. You're prompted to create your company
  2. Enter your company name and details
  3. Select your country (this determines available subscription plans)
  4. Your company workspace is created
  5. You're automatically assigned the Admin role

First-time setup checklist

When you first log in, you'll see the Getting Started page. Complete these steps to set up your workspace:

1. Install the widget script

The Scalar script enables surveys and widgets on your website.

  1. Go to Settings > Scalar Script
  2. Copy the embed code
  3. Paste it before the closing </body> tag on your website
  4. Return to Settings and click Check status to verify installation

See Installing the script for detailed instructions.

2. Invite your team

Collaborate with colleagues on ideas, announcements, and surveys.

  1. Go to Settings > Team
  2. Click Invite member
  3. Enter their email address
  4. Select a role (Admin, Staff, Moderator, or Reader)
  5. Click Send invite

See Team management for role descriptions.

3. Add your first idea

Start capturing and prioritising feedback.

  1. Go to Ideas
  2. Click Add idea
  3. Enter a title and description
  4. Select a board (or create one)
  5. Click Submit

See Managing ideas for more details.

4. Publish your first announcement

Keep your users informed about updates and releases.

  1. Go to Announcements
  2. Click New announcement
  3. Enter a title and content
  4. Select a category
  5. Click Publish

See Managing announcements for more details.

5. Create your first survey

Measure customer satisfaction with CSAT, NPS, or Poll surveys.

  1. Go to Surveys
  2. Click Create survey
  3. Choose a survey type
  4. Configure your questions and display settings
  5. Click Publish

See Managing surveys for more details.

Completing onboarding

Once you've completed the setup steps, click Start using Scalar to dismiss the Getting Started page and begin using the platform.

You can return to the Getting Started page at any time from the navigation menu.

Next steps

Last Updated:
Contributors: Tlotlego Mogapi